Updated: Sep 15, 2020
June 11, 2020 – Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #23 on Forbes Best-In-State Wealth Advisors 2020.1
"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 January, 2020, which includes:
32,000 nominations received, based on high thresholds and qualifications.
7,556 invited to complete online survey.
11,864 telephone interviews.
2,336 in-person interviews at Advisors’ location.
“This is such a great honor. When we started our firm in 2000, we wanted a new type of ‘doing business’ that wasn’t about wining and dining at cocktail hours; and more about authentic connections,” Reilly commented in regards to winning the coveted place on the short list.
Reilly went on to say, “What started with three advisors has evolved and grown through the careful selection of individuals who share that same family-centered approach. Though our company has grown, we remain steadfast and true to our mission –helping our clients ask the right questions, and ensuring the mission for each client’s dollar is achieved,”
The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria based on data provided by thousands of data by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
1 As of January 16, 2020