The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
Those advisors that are considered have a minimum of seven years experience, and are ranked using an algorithm that weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
In Florida, for the Coral Gables and Miami Area 51 advisors made the cut. The top 2 come from Merril, Patrick Dwyer and Louis Chiavacci, while on the third place we find Adam Carlin from Morgan Stanley Private Wealth Management.
For Northern Florida, 100 advisors made the list, with Merril’s Michael Valdes at the top. He was followed by Clarke Lemons from WaterOak Advisors and Bob Doyle from Doyle Wealth Management.
94 advisors from South Florida were included on Forbes list. At the top are Thomas Moran from Wells Fargo Advisors, Sal Tiano from JP Morgan Securities and Don d’Adesky from The Americas Group of Raymond James.
You can see the full list following this link.