Advisors do not pay a fee for placement on the Forbes ranking of Best-In-State Wealth Advisors, which is independently determined by SHOOK Research.  The ranking is based on criteria learned through telephone, virtual and in-person due diligence interview, and quantitative data such as revenue trends and assets under management.  The algorithm additionally weights factors such as service models, compliance records and industry experience and focuses on those that encompass best practices in their approach to working with clients.  Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience.

The AdvisorHub’s 50 Solo Advisors to Watch is a subcategory of the broader AdvisorHub’s Advisors to Watch ranking.  Advisors are selected from a pool of nominations based on survey data from all firms as well as from individual RIAs using data representing the 12-month period ending December 31 of the year prior to publication. Firms were asked to nominate their top advisors who met the following minimum requirements: seven years of experience, at least $150 million in assets under management, an acceptable regulatory/compliance record, and employment with current firm dating back at least two years. The ranking methodology is based on three basic categories: scale (relative size of assets, production, and quality of service), growth (relative year-over-year change in assets, clients, and production), and professionalism (regulatory record, community involvement, mentorship, and team makeup). Investment performance is not a criterion. AdvisorHub does not receive compensation from the advisors or their firms in exchange for placement on the list, however Joseph Nicholson/Nicholson Wealth Management Group may pay a fee to AdvisorHub for licensing rights to use and promote this recognition.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.