Awards & Recognition

Among the Nations Top-Rated Financial and Wealth Advisors

Barron's Financial Advisor 2022
Forbes Top Financial Security Professionals 2022
Forbes Best-In-State Wealth Advisors 2022
Forbes Best-In-State Wealth Advisors 2021
Financial Times Top Financial Advisers 2019
Financial Times Top Financial Advisers 2019
Denver Business Journal logo

2020-2022 Top Investement Managers


THE 2021 RANKING OF THE FORBES' BEST-IN-STATE WEALTH ADVISORS (1) LIST WAS DEVELOPED BY SHOOK RESEARCH AND IS BASED ON IN-PERSON AND TELEPHONE DUE-DILIGENCE MEETINGS TO EVALUAGE EACH ADVISOR QUALITATIVELY AND ON A RANKING ALGORITHM THAT INCLUDES CLIENT RETENTION INDUSTRY EXPERIENCE, REVIEW OF COMPLIANCE RECORDS, FIRM NOMINATIONS, AND QUANTIATIVE CRITERIA (INCLUDING ASSETS UNDER MANAGEMENT AND REVENUE GENERATED FOR THEIR FIRMS). THE FULL METHODOLOGY (2) IS AVAILABLE AT WWW.FORBES.COM

THIS RECOGNITION AND THE DUE-DILIGENCE PROCESS CONDUCTED ARE NOT INDICATIVE OF THE ADVISOR'S FUTURE PERFORMANCE

PORTFOLIO PERFORMANCE IS NOT A CRITERION DUE TO VARYING CLIENT OBJECTIVES AD LACK OF AUDITED DATA. SHOOK DOES NOT RECEIVED A FEE IN EXCHANGE FOR RANKINGS.

FORBES BEST-IN-STATE WEALTH ADVISORS RECIPEINT (2020-2021)

FINANCIAL TIMES TOP FINANCIAL ADVISERS RECIPIENT (2017-2019)