Our firm and an advisor have been recognized by Forbes and Inc. 5000 Fastest Growing Private Companies in America
*The Forbes rankings of Best-in-State Wealth Advisors and Top Next-Generation Wealth Advisors, developed by SHOOK Research, are based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. The latest Forbes rankings of Best-in-State Wealth Advisors and Top Next-Generation Wealth Advisors were awarded in April & August of 2025, respectfully, with data submitted in 2024. The Inc 5000 award was given in July of 2025 with data submitted for the 2024 and 2021 Calendar years. The ranking measured annual revenue growth of the three year period (2021 - 2024) which had to be verified by an accountant who works with Rockline Wealth Management LLC. There was a fee paid in order to apply for this award but there was no cash compensation for being named on the list.
