Congratulations to Brian Crawford for being named to Forbes’ 2024 Top 250 Wealth Advisors and Best in State Wealth Advisors!
Eight Wells Fargo advisors were named to the national list and 735 were named to the state-by-state list, making it clear that the talent at our firm knows no bounds. To be recognized in our industry is a tremendous achievement, and we want to thank you and your supporting teams for your steadfast dedication to clients.
For the complete lists, please see the following sites: Top 250 Forbes 2024 America’s Top Wealth Advisors List – SHOOK Research Rankings and Best in State: Forbes 2024 Best in State Wealth Advisors List – SHOOK Research Rankings.
2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Top 250 Wealth Advisors (AKA Top 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.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (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.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Millennium Private Wealth is a separate entity from WFAFN.