Brian McGregor named to Forbes Best in State Wealth Advisors 2025
April 2025
The “Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors” rankings were compiled by SHOOK Research, published in April 2025 using data as of 6/30/2024. Firms provide a self-completed survey with firm data and participate in due diligence meetings with SHOOK. Information is analyzed and ranked by SHOOK utilizing a ranking algorithm that includes client impact, industry experience, credentials, compliance records, AUM, revenue, etc. SIG did not pay any compensation to participate in this survey or ranking and the ranking is not related to the quality of investment advice or investment performance.