Forbes Best-In-State Wealth Advisors (2023, 2022, 2021, 2020, 2019, 2018) Click here for ranking methodology
Five Star Wealth Manager, Washington Post Magazine (2021, 2020, 2019, 2018, 2016, 2015) Click here for ranking methodology
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
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Additional information on ranking methodology can be found at forbes.com and fivestarprofessional.com.