Criteria & Disclaimers:
Each advisor—selected by SHOOK Research on behalf of Forbes for the 2023 Best-In-State Wealth Advisors list—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Forbes/SHOOK Research. For more detail on the selection process, please visit https://www.forbes.com/best-in-state-wealth-advisors
Each advisor—selected by SHOOK Research on behalf of Forbes for the 2022 Best-In-State Wealth Advisors list—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Forbes/SHOOK Research. For more detail on the selection process, please visit https://www.forbes.com/best-in-state-wealth-advisors
The Port Jefferson Award Program purpose to support and offer public recognition of the contributions of businesses and organizations in and around Port Jefferson. Honorees are chosen by a board of local judges comprised of town members and town business owners. As an Award recipient, there is no membership obligation. They just ask each award recipient pay the cost of their physical plaque. The revenue generated by the Port Jefferson Award Program helps to pay for local business support and partnership programs. There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with The Port Jefferson Award Program. For more information visit: https://www.portjefferson.awardsnotifier.com
Each advisor—selected by SHOOK Research on behalf of Forbes for the 2021 Top Next-Gen Wealth Advisors list—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Forbes/SHOOK Research. For more detail on the selection process, please visit https://www.forbes.com/top-next-gen-wealth-advisors
Top 100 Magazine selections do not pay to win or to be considered for the magazine. Top 100 selects candidates utilizing proprietary software, which employs an algorithm to search a variety of online resources for industry-specific terms and key words. These resources include social media, blog posts, peer reviews, and Google indices. Once the software has compiled a preliminary list of qualified candidates, their R&D department manually analyzes the results in order to make their final selections. For those selections who are financial advisors or wealth managers, certain additional criteria must be met. They include: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Their selection is not indicative of the wealth manager’s future performance or an endorsement by this publication. Working with a Top 100 Magazine advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Top 100 Magazine. For more information visit: https://top100magaine.com/faq
The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, their editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise. There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with InvestmentNews. For more information visit: https://www.investmentnews.com/awards-and-recognition/40-under-40
To qualify for the Long Island Business News Executive Circle Awards, applicants had to be nominated from subscribers to the Long Island Business News online publication . Honorees are chosen from a list of nominations and judge by a board of judges for the publication based on corporate performance, vision and leadership, innovative business achievements and social responsibility. There was no fee paid in exchange for winning this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Long Island Business News. For more information visit: https://libn.com/executivecircle
To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps. There was no fee paid in exchange for this award/rating. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with WealthManagement.com. For more information please visit: https://www.wealthmanagement.com/people/2019-list-fastest-growing-advisors
To qualify for the Business and Finance Award for Excellence, 30 under 30 from Huntington Chamber of Commerce and the Top 50 Business Women applicants had to be nominated from subscribers to the Long Island Business News online publication and the winners are selected by a board of judges for the publication. For more information on the criteria used for award winners please visit www.LIBN.com. No fee was paid in exchange for these awards. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Kestra IS or Kestra AS are affiliated with Long Island business News.
