The Forbes Best-in-State Wealth Advisors1 and The America's Top Women Wealth Advisors Best-in-State3 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
The Premier Advisor2 distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asst flow (NAF) may also be used to determine recipients.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.