top of page

Ascend Advisory Group Named to Forbes Best-In-State Wealth Management Teams 2023 List

Updated: Apr 2


We are proud to share that Ascend Advisory Group has been recognized as #17 on Forbes Best-In-State Wealth Management Teams 2023 for the State of Ohio.


The Forbes Best-in-State Wealth Advisors* rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.


Comments from Tony Reilly, Co-founder, Partner and C.E.O.:

It is an honor and a privilege to be one of the leaders at Ascend. We have such a wonderful team of individuals who work incredibly hard to make sure that we are good stewards of our clients’ capital and trust. Achieving this award as a team brings me so much joy as we invest a significant amount of resources on culture and fit, when we add a new team-member. We are a very mission-centered company and an award like the Forbes Best-in-State Wealth Management Teams, shows that we are continuing down the right path with the growth of our team over the years. Just like in our investment planning strategies that we do for families all across the country, we focus on generational growth and we have the same approach to growing our team at Ascend. We are very excited to have the next generation of professionals on our deep bench.”


Comments from Chris Bardos, Co-founder, Partner and C.F.O.:

“The dedication and the commitment of our team of professionals has always been one of our strengths. Now I am extremely proud to announce that our company, our team of advisors and our support staff has been selected by Forbes as one of the Best-in-State Wealth Management teams in Ohio for 2023. We are honored that Ascend Advisory Group has been placed in the elite company among the best of the best. “


Commentaires


bottom of page