Forbes Names Top Wealth Advisors in 2026 Best-in-State Rankings

9 articles · Updated · GlobeNewswire · Apr 14

Forbes has released its 2026 Best-in-State Wealth Advisors list, recognising top financial advisors across the United States.
Honorees include Sandra Cho of Pointwealth Capital Management, Andy Hodges of Edward Jones, and 29 advisors from Steward Partners.
The list, compiled by SHOOK Research, highlights advisors for their client service, expertise, and commitment to long-term financial planning.

With investment performance excluded, what truly defines a "best-in-state" wealth advisor?

What specific strategies are top RIAs like Steward Partners using to attract elite advisors in 2026?

Beyond awards, what tangible benefits can clients expect from advisors recognized for multi-generational planning?

How do top advisors ensure clients don't feel like "small potatoes" compared to wealthier clients?

Could the "Great Wealth Transfer" truly be an "existential threat" for advisors, rather than an opportunity?

Are clients truly protected by fiduciary standards, or are loopholes still a concern for investors?