2026 Forbes Best In State Ranking
We have some incredibly exciting news to share! Craig Johlfs has been officially recognized in the 8th annual prestigious Forbes Best-in-State Wealth Advisors list. This milestone is a massive honor, but truth be told, this celebration belongs to our clients just as much as it does to Craig or our team.
We are passionate about our work and dedicated to helping our clients strive for financial freedom every day, which is a reward in itself. However, seeing our commitment to our client’s financial future validated on a statewide level by Forbes is the ultimate icing on the cake. Cheers!
Click here to see this year's rankings: https://www.forbes.com/lists/best-in-state-wealth-advisors/
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 generated for their firms. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/
