Join us in celebrating Sam G. Huszczo, CFA, CFP® on being recognized as a 2026 Forbes | SHOOK Best-In-State Wealth Advisor.

For wealth advisors, 2026 has already proven to be another test of discipline. Markets have been whipsawed by tariff disputes, Middle East tensions, volatile oil prices and shifting expectations for interest rates. After a strong run in recent years, investors are once again confronting uncertainty, with sudden swings that can challenge even seasoned market participants. These are the moments when financial advisors prove their worth. Beyond managing portfolios, they help clients navigate volatility, stick to long-term plans and avoid costly emotional decisions. The advisors featured in the eighth annual Forbes | SHOOK Best-In-State Wealth Advisors ranking have done just that, guiding clients through an increasingly complex investment landscape. Collectively, this year’s Best-In-State advisors oversee $20.6 trillion in assets. Forbes’ ranking, compiled by SHOOK Research, is based on both quantitative and qualitative factors, including interviews, and evaluates advisors nominated by their firms.

Here’s what our research has found: the very best advisors are laser focused on making a difference in their clients’ lives; they want to add meaning and help them live better lives.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.

All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.