John M. Morgan Makes Forbes Best-in-State List for 8th Straight Year From 52,043 Nominations
Updated
Updated · Biz New Orleans · May 15
John M. Morgan Makes Forbes Best-in-State List for 8th Straight Year From 52,043 Nominations
1 articles · Updated · Biz New Orleans · May 15
John M. Morgan, CEO of M Wealth Advisors in Metairie, was named to the 2026 Forbes Best-in-State Wealth Advisors list, extending his run to eight consecutive years.
SHOOK Research selected about 11,302 advisors from roughly 52,043 nominations using firm nominations, interviews and reviews of revenue trends, assets under management, compliance records and client-service practices.
Morgan has more than 40 years of experience and leads a four-advisor team serving clients across Metairie, New Orleans and the Gulf South on retirement, estate and long-term financial planning.
The ranking covered the period from June 30, 2024, to June 30, 2025, requires at least seven years of experience, excludes portfolio performance and carries no fee from Raymond James or its advisors.
M Wealth Advisors operates independently with Raymond James support; the parent company reported about $1.83 trillion in total client assets as of Feb. 28.
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