According to SHOOK Research, Forbes’ partner responsible for due diligence and analysis used in this ranking, the goal of this ranking is to recommend high-quality advisors who are extremely focused on having a positive impact on their clients’ lives.
Steve Braverman, Co-CEO of Pathstone, ranked #7.
Click here to view the Forbes 2020 Best-in-State Wealth Advisor ranking.
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 for the adviser by any client nor are they representative of any one client’s evaluation. Pathstone paid no application fee to participate. Click HERE for a full disclosure of the criteria of ranking and other important information.
