MORRISTOWN, NJ, April 19, 2024 / PRNewswire / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has announced that four Private Advisor Group affiliated advisors have been ranked among the top advisors in their respective states in the 2024 Best-In-State Wealth Advisors list published by Forbes. The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data and are assessed on a variety of criteria.
Congratulations to the following advisors who were recognized on the Forbes 2024 Best-In-State Wealth Advisors list:
- James Dy, Main Street Wealth Management, Bedminster, NJ
- Nathanael Flynn, Flynn Wealth Partners, East Lansing, MI
- Steve Kennedy, Albany Financial Group, Albany, NY
- Susan Wilkinson, Wilkinson Wealth Management, Charlottesville, VA
“We’re delighted to honor James, Nathanael, Steve, and Susan on their well-deserved Forbes recognition. The talent and dedication they each demonstrate translates through the exceptional client experiences they deliver,” says Anne Mortera, Director of Advisor Growth and Engagement. “Their commitment to enriching the financial profession extends beyond their clients, bringing value to our entire advisor community. We’re proud to have them as part of the Private Advisor Group family and look forward to supporting their continued growth and success.”
Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
View the complete list of 2024 Best-In-State Wealth Advisors.
About Private Advisor Group
Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. With over $28.5 billion in assets under management as of June 30, 2023, the firm leverages its resources to deliver strategies positioned to improve financial outcomes for individual investors and to inspire growth, fiduciary adherence, succession, and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top 10 registered investment advisory firm every year since 2019.
*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.
