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Jonathan Sarver and Peter Vrooman have been recognized on the 2018 list of Best-in-State Wealth Advisors by Forbes. The accolade was received by 250 members on the Forbes' 2018 list who collectively manage $672 billion in client assets while managing a client base that ranges from billionaire tech CEOs to small business owners and wealthy heirs.
The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.