We are proud to announce that Kevin Waninger has been named to the 2022 Forbes Best-In-State Wealth Advisors list for a third time.
According to Forbes, "We've uncovered great advisors in all markets - South Carolina, Oklahoma, and other states with smaller concentrations of wealth. Many of the clients we talk to say they consider their advisors and teams as a part of their families, so it's nice to have them close by. 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 to help them live better lives."
"Our team is honored and humbled to receive this recognition from a national publication as significant as Forbes Magazine," said Kevin Waninger. "Many thanks to our loyal clients. Without you, this recognition would not have been possible. Even though it is my name that appears in the rankings, this is, without a doubt, a team recognition. We are so lucky to have a team that is committed to making a difference in our clients' lives. Thank you, Lori, Darla, Maddie, and Mason!"
The Forbes ranking of Best-In-State Wealth advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. 34,925 advisors were considered in this year's ranking, with 92 advisors in Indiana being recognized.
Data provided by SHOOK® Research, LLC., as of 4/2022. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.