2025 Best-In-State Wealth Advisors

We’re thrilled to announce that —Forbes’ 2025 Best-In-State Wealth Advisors list for the seventh consecutive year!

This incredible achievement reflects Sherri’s steadfast leadership and the daily commitment of our team to deliver exceptional, personalized financial guidance. Being recognized by Forbes and SHOOK Research—among the most respected names in financial journalism and advisor evaluation—underscores SWMG’s consistent dedication to excellence, integrity, and strong collaboration with clients.

The Forbes Best-In-State Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

Being named for the seventh year in a row not only speaks to the strength of our client relationships, but also to our team’s ability to thrive in a constantly evolving financial landscape.

We are proud to celebrate this recognition with Sherri and the entire SWMG team, and we extend our heartfelt thanks to our clients for the trust they place in us every day.

Here’s to another year of continued growth, resilience, and financial success—together.

 

Data provided by SHOOK® Research, LLC — . ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. 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. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

For more information and complete details on methodology, go to SHOOKresearch.com.