Updated: Dec 21, 2022
Ascend Advisory Group is proud to share that Tony Reilly, Financial Advisor and CEO, has been recognized as #16 on Forbes Best-In-State Wealth Advisors 2022 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 April 2022, which includes:
· 34,925 nominations received, based on high thresholds and qualifications
· 19,640 invited to complete online survey
· 14,476 telephone interviews
· 2,657 in-person interviews at advisors’ location
· 1,311 Web-based interviews
“This is such a great honor. When we started our company 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* 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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 April 7, 2022
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group is a separate entity from WFAFN.