Forbes’ Best-in-State Wealth Advisors, selected by SHOOK Research, LLC, and Barron’s Top 1,200 Advisors are based on the 12-month period ending June 30 and September 30, respectively, of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
For 2022, Stifel’s Chairman’s Council consisted of 359 of the firm’s top-producing financial advisors from among its approximately 2,300 advisors.
Forbes’ Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Certificates
Licenses
Awards
Education
AR State License
CA State License