Forbes 2024 Best-In-State Wealth Advisors list

We are proud to congratulate Vince DiLeva, Eric Pritz, David Johnson, and Kyle Smith for their recognition in the Forbes 2024 Best-In-State Wealth Advisors list! This acknowledgment highlights their consistent success in providing personalized client service, as evaluated by financial data and interviews conducted by SHOOKResearch.

Vince’s achievement spans an impressive seven years on this list. David and Eric have secured their places for three consecutive years, and we’re thrilled to see Kyle being honored for the first time.

Discover more about their contributions here: 

Vince’s profile:

Eric’s profile:

David’s profile:

Kyle’s profile:

Methodology: The Forbes 2024 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded in April 2024 and based on an evaluation process conducted by SHOOK Research in partnership with Forbes during the period 6/30/22 – 6/30/23. SEIA paid post award fees for licensing rights. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking is based on an algorithm of qualitative criteria, mostly gained 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. Advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data..

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