MORRISTOWN, NJ — February 26, 2024
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. This is Wilkinson’s third consecutive year receiving this merited recognition from Forbes.
Wilkinson is the founder and managing partner of Charlottesville-based, Wilkinson Wealth Management. Having served in the investment industry since 1996, Wilkinson 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 16th 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, “Congratulations to Susan Wilkinson on being recognized for the third consecutive year on Forbes’ America’s Top Women Wealth Advisors Best-in-State list. Susan’s dedication to her clients shines brightly through this prestigious recognition, highlighting her commitment to providing impeccable service and care. Susan sets a high standard for advisors in the industry, and we are incredibly proud to have her as part of our Private Advisor Group community.”
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. 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.
For more information, visit www.privateadvisorgroup.com.
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.
