Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the adviser by any client, nor are they representative of any one client's evaluation.
The Forbes Best-In-State wealth advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion. While The Lewis Financial Group does not compensate SHOOK Research or Forbes for being included in the survey process or receiving the ranking, compensation is provided for t he use of the “Best-In-State” logo and for advertisements in related media publications. The Lewis Financial Group does not have any known unfavorable rankings or ratings. This rating is not indicative of the Firm’s future performance
On 04/07/2026 Andrew Lewis was named to the Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research. Based on data from 06/30/2024 - 06/30/2025 and 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, and must be recommended and nominated by their firm. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Andrew and The Lewis Financial Group (LFG) did not pay a fee to be considered for this award but did pay for the use of related marketing materials.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospect as a guarantee of a certain level of investment or performance results if Andrew or LFG is engaged, or continues to be engaged, to provide investment advisory services. Nor should it be construed as a current or past endorsement of LFG or any of its financial advisors by any of its clients. Rankings published by magazines and others generally base their selections exclusively on information prepared and/or submitted by the recognized advisor or firm. Therefore, those who did not submit an application for consideration were excluded though may be equally qualified. Rankings are generally limited to participating advisors. For more information on the methodology please visit here.
This award was issued on 10/15/2025 by Five Star Professional (FSP) for the time period 01/15/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3811 Washington D.C.-area wealth managers were considered for the award; 156 (4 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,408, 172, 5%, 10/16/24, 1/9/24 - 8/9/24; 2023: 2,627, 160, 6%, 10/17/23, 1/9/23 - 7/31/23; 2022: 2597, 159, 6%, 10/17/22, 1/10/22 - 8/26/22; 2021: 2091, 129, 6%, 10/17/21, 1/4/21 - 7/23/21; 2020: 2535, 115, 5%, 9/1/20, 1/27/20 - 8/21/20; 2019: 1956, 122, 6%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1975, 100, 5%, 10/1/18, 2/1/18 - 8/24/18; 2017: 1417, 106, 13%, 10/1/17, 2/8/17 - 8/22/17; 2016: 1665, 208, 12%, 8/1/16, 3/2/16 - 8/30/16; 2015: 1837, 227, 12%, 9/1/15, 2/14/15 - 8/10/15; 2012: 449, 97, 22%, 10/4/11, 2/14/11 - 8/10/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Survey distributed by AdvisorHub under the following methodology: AdvisorHub received 1,984 nominations from over 350 companies. Nominees were required to have a minimum of seven years’ experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and while there are no fees for participation, use of the title, reprints and marketing materials are at a cost. AdvisorHub “2025 Advisors to Watch” was presented 06/20/2025 based on the periods 12/31/2023 - 12/31/2024. This rating is not indicative of the Firm’s future performance.
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors 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. Issued Date, Research Period 2025: 9/30/23-9/30/24, 2023: 9/30/22 -9/30/23, 2022: 9/30/21-9/30/22.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if The Lewis Financial Group, or Karen Lewis, is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Lewis Financial Group or any of its financial advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor or firm. Therefore, those who did not submit an application for consideration were excluded and may be equally qualified. Rankings are generally limited to participating advisors. For more information on the methodology please visit: https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/
On 02/04/2026 Karen Lewis was named to Forbes Best-In-State Top Women Wealth Advisors 2026 by SHOOK Research. Based on data from 6/30/24-6/30/25 and an algorithm of qualitative data, learned through surveys and interviews conducted by phone, in-person, and virtually to evaluate best practices, such as service and investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of 7 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. Karen and The Lewis Financial Group (LFG) did not pay a fee to be considered for this award but did pay for the use of related marketing materials.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospect as a guarantee of a certain level of investment or performance results if LFG or Karen is engaged or continues to be engaged to provide investment advisory services. Nor should it be construed as a current or past endorsement of LFG or any of its financial advisors by any of its clients. Rankings published by magazines and others generally base their selections exclusively on information prepared and/or submitted by the recognized advisor or firm. Therefore, those who did not submit an application for consideration were excluded, though may be equally qualified; rankings are generally limited to participating advisors. For more information on the methodology please visit here.
