Recognition is a testament to offer highest standard in financial relationships
We are pleased to announce 51 Janney teams have been recognized as Best-in-State Wealth Management Teams by Forbes.
“Congratulations to the Janney teams receiving this prestigious recognition, which is a testament to their commitment to providing a comprehensive wealth management experience to meet the needs of their clients. The teams represent the best of our industry, and we’re proud to have them at Janney,” said Kevin Reed, President of the firm’s Private Client Group.
The Janney teams recognized include:
View the full list of Forbes’ Best-in-State Wealth Management Teams.
Forbes Best-in-State Wealth Management Teams
Data provided by SHOOK® Research, LLC. Data as of 3/31/22
Source: Forbes.com. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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 team, 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.