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Ascend Advisory Group is proud to share that David Thompson, Financial Advisor, has been recognized as #53 on Forbes Top Next-Gen Wealth Advisors Best-In-State 2023 for the State of Ohio*. "Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives,” says R.J. Shook, president and founder, SHOOK Research, in an article outlining the methodology.
Shook goes on to share the extensive research as of August 2023, which includes:
42,108 nominations received, based on high thresholds and qualifications
22,874 invited to complete online survey
17,996 telephone interviews
3,859 in-person interviews at advisors’ locations
1,487 web-based interviews
3,738 individuals considered for our Next-Gen ranking
David writes, “I am honored and humbled to be recognized by Forbes. This award is a testament to how lucky I am to work with such wonderful clients. I sincerely appreciate the opportunity to serve them and look forward to continuing my commitment to always putting my clients’ interests first.”
*2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
The Forbes Top Next-Gen Wealth Advisors Best-in-State 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.
1 As of August 1st , 2023