2025 marks the 6th year that David has received this impressive recognition!
Each year, the number of nominations that Forbes and SHOOK Research receive to be considered for their annual ranking of Best-in-State Wealth Advisors grows. This year they received over 48,000 nominations of advisors who meet SHOOK’s thresholds and invited 27,586 of these nominees to complete an online survey as part of the initial research process. They state that, “SHOOK Research creates rankings of role models – advisors that are leading the way in offering best practices and providing a high-quality experience for clients.”
To be included in such a competitive ranking is an honor. At Frisch Financial Group, we are proud of David and so pleased that Forbes and SHOOK Research have included him in their list once again.
Congratulations to all of this year’s Best-in-State Wealth Advisors!
Forbes and SHOOK Research use qualitative and quantitative factors in their Best-in-State Wealth Advisors 2025 selection methodology, which can be found here.
