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Forbes 2025 Best-In-State Wealth Management Teams Accolade

Updated: Oct 1


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


Ascend Advisory Group named one of Forbes 2025 Best-In-State Wealth Management Teams


DUBLIN, OH – February 20, 2025 – Ascend Advisory Group has been recognized by Forbes as a Best-In-State Wealth Management Team for 2025. This accolade recognizes teams that are setting the benchmark for best practices and consistently providing an excellent client experience.


Recently, RJ Shook, President & Founder, SHOOK® Research/Forbes Top Wealth Advisors/Forbes Senior Contributor, visited Ascend Advisory’s headquarters to share insights on what it means to gain the honor of being on the coveted list.

“It's always an honor to host my good friend, RJ Shook, especially when he visits his home state of Ohio. I've known RJ for over 20 years and his story keeps getting better,” CEO Tony Reilly shared of the visit.


Reilly went on to say, “Our company benefitted immensely from hearing the back story and research on how you land on the Forbes 2025 Best-In-State Wealth Management Teams. We're so grateful for RJ & SHOOK Research for what they are doing for the industry with creating clarity and credibility.”

2025 Forbes Best in State Wealth Management Teams

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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.


About Ascend Advisory Group

Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory practice with clients in 44 states and $2.2B assets under management (as of 5/31/25), 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 help ensure the mission for each client’s dollar is achieved.


Ascend is proud to be recognized on the Forbes 2025 Best-In-State Wealth Management Teams for the State of Ohio along with the previous years of 2024-2023. Tony Reilly, CEO, along with other advisors have been recognized on Forbes Best-In-Wealth Advisors among other accolades.

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


2025-2023, Forbes Best-In-State Wealth Management Teams; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). Awarded April 2024, 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 6/30/22- 6/30/23. 6/30/21-6/30/22. Fee paid for use of marketing materials. View Award Disclosures.

 

2025-2021 Forbes Best-In-State Wealth Advisors – Tony Reilly, CEO; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). Awarded April 2024, 2023, 2022, 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 6/30/22- 6/30/23. 6/30/21-6/30/22. 6/30/20 - 6/30/21. 6/30/19- 6/30/20. Fee paid for use of marketing materials. View Award Disclosures.

 

2025 Barron's Top 1,200 Financial Advisors - Tony Reilly, CEO: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). View Award Disclosures.

2009 Barron’s Top 100 Financial Advisors - Tony Reilly, CEO: Awarded April 2009; Data Compiled by Barron's based on the time period from Jan. 2008 - Dec. 2008 (Source: Barrons.com). View Award Disclosures.

 

2025-2019 Forbes Best-In-State Wealth Advisors – David Thompson, Financial Advisor; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24, 6/30/22 - 6/30/23, 6/30/21 - 6/30/22 (Source: Forbes.com).

2025-2021 Forbes Top Next-Gen Wealth Advisors Best-In-State – David Thompson, Financial Advisor: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24, 3/31/22 - 3/31/23, 3/31/21 - 3/31/22, 3/31/20 - 3/31/21, 3/31/19 - 3/31/20 (Source: Forbes.com). View Award Disclosures.

 

2023 Forbes Best-In-State Wealth Advisors​ – Mike Aljancic, Financial Advisor; 2023 Forbes Best-in-State Wealth Advisors: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). View Award Disclosures.

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