The KWB team is always trying to better the lives of our clients and our community. This has earned us industry-wide recognition as one of the top advisors in the nation. Based on our quality of service, assets under management, philanthropy, investment process, and much more; we’ve been mentioned in Barron's, Financial Times and Forbes.
- The Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality or practice and philanthropic work.
- The annual ranking by the Financial Times, a leading global business publication, is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the Financial Times, reflects each advisor’s performance in six primary areas including assets under management, growth, compliance record, experience, credentials and accessibility.
- The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generate for their firms. Portfolio performance is not a criterion due to a varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. LPL Financial, Forbes magazine and SHOOK Research are all separate entities.