Sherri Stephens, President of Stephens Wealth Management Group, Recognized on Forbes 2022 Best-in-State Wealth Advisors List for the Fifth Consecutive Year
Sherri Stephens, President of Stephens Wealth Management Group, has been honored once again by Forbes, earning a place on the prestigious 2022 Forbes Best-in-State Wealth Advisors list. This marks the fifth consecutive year that Sherri has received this distinguished recognition, which celebrates top-performing advisors across the nation.
The Forbes Best-in-State Wealth Advisors list acknowledges financial advisors from a range of firms, including national, regional, and independent organizations. Advisors selected for this honor have demonstrated exceptional expertise in wealth management and are recognized for their dedication to client service, financial acumen, and industry leadership.
This year’s list features more than 6,500 advisors who collectively manage over $10 trillion in assets, a testament to the scale and impact of those included. Sherri’s inclusion reflects her ongoing commitment to helping clients navigate their financial futures with confidence and success.
For the full 2022 Forbes Best-in-State Wealth Advisors list and additional information, please visit the link below.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Click here for the Forbes Best-In-State ranking and more.
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.’
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