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Friday, August 23, 2024
DUBLIN, OHIO – Ascend Advisory is proud to announce that Financial Advisor David Thompson was named as one of the 2024 Forbes Best-In-State Wealth Advisors and 2024 Forbes Top Next-Gen Best-In-State Wealth Advisors.
Thompson shared, “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.”
Collectively, the advisors on the Forbes Best-In-State-Wealth Advisors list oversee more than $13.5 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews to narrow down winners.
The Forbes Top Next-Gen Advisors Best-In-State list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. This group of financial advisors have long careers ahead of them--all were born in 1985 or later and have a minimum of four years of experience as an advisor.
Thompson went on to say, “I sincerely appreciate the opportunity to serve my clients and look forward to continuing my commitment to always putting their interests first.”
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 humility 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.
Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com
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2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24.
The Forbes Best-In-State Wealth Advisors and the Forbes Top Next-Gen Wealth Advisors Best-In-State ratings algorithms are 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.
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.
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
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory is a separate entity from WFAFN.
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