This is the 7th time David has earned this distinction!
We are proud to share that our Founder and CEO, David Frisch, CPA, CFP®, PFS, has once again been recognized on the prestigious Forbes Best-in-State Wealth Advisors list for 2026.
Each year, Forbes and SHOOK Research evaluate thousands of financial advisors across the country using a rigorous, multi-step process. The goal is to identify professionals who demonstrate not only strong industry experience, but also a dedication to best practices and meaningful client relationships.
For the 2026 rankings, the selection process was especially competitive:
- More than 52,000 nominations were received from advisors who meet SHOOK’s thresholds
- Over 29,000 of these nominees were invited to complete an online survey
- Advisors were assessed based on both qualitative and quantitative criteria
Being included in this list seven times is a reflection of David’s continued commitment to serving clients with care, integrity, and expertise.
Congratulations to David and all of this year’s Best-in-State Wealth Advisors!
Forbes | SHOOK Best-in-State Wealth Advisors ranking 2026 selection methodology can be found here: Methodology: Forbes America’s Top Wealth Advisors 2026
