Brian Vendig Ranked #33 in Connecticut for Forbes 2021 Best-in-State Wealth Advisors
Brian Vendig is honored to be recognized for the fourth consecutive year on the Forbes Best-In-State Wealth Advisors list. The ranking highlights more than 5,000 of the best wealth advisors in the nation, managing collectively over $6 trillion in client assets. Over 32,000 financial advisors were nominated by their peers and SHOOK Research analysts reviewed surveys and conducted more than 15,000 interviews with advisors.
Brian is ranked #33 in Connecticut for high-net-worth advisors. Advisors are ranked state by state to ensure that potential clients can use these rankings to connect with the right advisor for their needs.
“We are honored to showcase financial advisors in each state who are dedicated to making a meaningful difference in their clients’ lives,” said SHOOK Research President R.J. Shook. “This impact is the basis of our research.”
The Forbes Best-In-State Wealth Advisors ranking is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Advisors must have a minimum of seven years of experience, and the algorithm weights factors such as revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.
“I am honored to be recognized among the best in the industry,” says Brian. “It is a true testament to our incredible team and their commitment to help and support our clients, especially through these unprecedented times.”
We are proud of Brian for this remarkable accomplishment and appreciative of our amazing team for their dedication to helping our clients and delivering the best possible client experience.