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Tony Reilly, top financial advisor in Ohio, recognized as one of Forbes' Top Wealth Advisors in the state for 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.*
"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 that occur with the Forbes Best-in-State rankings 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,”
*2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com).
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. 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.
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