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Ascend Advisory named on Forbes 2024 Best-In-State Wealth Management Teams - Ohio

Updated: May 14


Ascend Advisory, Dublin Bridge Park
Ascend Advisory, Dublin Bridge Park

Thursday, May 16, 2024

DUBLIN, OHIO – Ascend Advisory is proud to announce the award for Forbes 2024 Best-In-State Wealth Management Teams– Ohio(1).

 

The Forbes Best-in-State Wealth Management Team’s 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.

 

There are over 43,000 advisor nominations received for this prestigious award.

 

 “After over 3 decades in the business, I’m reminded of a Warren Buffet quote, ‘if you find something to love you can skip to work,’” CEO Tony Reilly commented in regards to winning the coveted place on the short list. 

 

Reilly went on to say, “That’s how I want everyone to walk into work every day. I really do believe this when I say that retaining our professionals is as important as client retention. We want professionals to join our firm and retire at this firm. If we do that we’ll retain clients and support their next generation.” 

 

Tweaked methodology for more in-depth reviews

 

“When we meet with these teams, which are starting to look more like stand-alone boutiques, we take a close look at leadership and the senior principals since they tend to dictate every client’s experience from the top down,” according to R.J. Shook, president and founder, SHOOK Research, in an article outlining the methodology.

 

He went on to say, “Every time we meet with a team or an individual advisor for a due diligence meeting, we are always thinking to ourselves, would we recommend this team (or individual) to a friend or family member?"

 

About Ascend Advisory Group

Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory with clients in 44 states and $2B assets under management (as of 3/28/24), starting with $27M in 2001.

 

Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humbleness and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved.

 

Ascend has been recognized on Forbes 2024 Best-In-State Wealth Management Teams for the State of Ohio(1).


1 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).


The Forbes Best-in-State Wealth Management Teams 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. 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.


Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com

 

 

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