CCR Listed on Forbes Best in State Wealth Advisor 2023
CCR Wealth Management is pleased to be listed #26 on the Forbes Best in State Wealth Advisors for 2023!
The 2023 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. 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.
Research summary as of 39,007 nominations received, based on thresholds - 22,243 invited to complete online survey - [List most recent number] telephone interviews - 3,557 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.