- May 1, 2024
- Blog, Financial Planning
- By: Jennifer Hodson, CFP®, CEPA®
- Copyright © 2024 Legacy Planning Partners
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2024 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data gathered from March 2022 to March 2023. 10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023-2024 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2024. Advisors were ranked by local assets under management/advisement as of 2/2024. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
The Marquis Who’s Who recognition is based on merit and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
2023 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022.
22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more award information.
2023 Philadelphia Book of Lists Money Managers, created by Philadelphia Business Journal. Presented 3/2022.
Advisors were ranked by local assets under management/advisement as of 2/2022. An unknown number of Advisors were invited to submit their assets under management or assets under
advisement figures for consideration. These numbers were not independently verified. The top 29 are listed. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for the most recent award information.