Contact Us

Forbes’ Best-In-State Wealth Advisors, February 11, 2021.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations.  Advisors in the Best-In-State Wealth Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements:  a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.

Investing involves risk, including the possible loss of principal invested.
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

600 North Hurstbourne Parkway, Suite 100 | Louisville, Kentucky 40222 | Phone: (502) 420-3235 | Fax: (502) 423-1775 | kremerr@stifel.com