Private Advisor Group Council Member Susan Wilkinson Named to Forbes Top Women Wealth Advisors List

MORRISTOWN, NJ, February 17, 2022 /

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced that Council Member and Financial Advisor, Susan Wilkinson has been recognized on Forbes’ America’s Top Women Wealth Advisors Best-in-State list.

Wilkinson is the founder and managing partner of Charlottesville-based, Wilkinson Wealth Management. Having served in the investment industry since 1996, she focuses on wealth management, retirement and distribution planning, estate and business transition planning, money concerns, budgeting and divorce planning for families and businesses.

Securing a 14th place ranking in the state of Virginia, Wilkinson is among a select few meeting high qualitative and quantitative measures to secure a place on the sought-after Forbes list. Throughout the application process, data is evaluated through an online survey, interviews of candidates and compliance background checks. Conducted by SHOOK Research, the long-list of criteria evaluated encompasses “best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management,” according to the award methodology.

Anne Mortera, Director of Advisor Growth and Engagement at Private Advisor Group, said, “Susan’s truly one to regard in the financial advice profession. Her high values are reflected in how she runs a thriving wealth management practice and in the high-level of service her team offers to investors. Private Advisor Group is thrilled to congratulate her on her well-deserved Forbes recognition.”    

Drawn from all 50 states, each advisor featured on America’s Top Women Wealth Advisors Best-in-State list —selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria. Read more and see the full ranking by visiting Forbes.

About Private Advisor Group

Founded in 1997 in Morristown, NJ, Private Advisor Group is one of the nation’s leading financial services firms. Managing over $30 billion in assets under management, the firm leverages its resources to deliver strategies that strive to improve financial outcomes for individual investors and inspire growth, fiduciary adherence, legacy planning and a client-centric approach for independent financial advisors’ practices. Barron’s has recognized Private Advisor Group as a top ten registered investment advisory firm 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.

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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.

The 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; and quantitative criteria, including: 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.

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