Forbes’ 2018 Top Wealth Advisors list includes Obermeyer

September 12, 2018

For the third straight year, Forbes’ Top 250 Wealth Advisors ranking includes Wally Obermeyer. Representing our firm, he is No. 106 overall and No. 2 based in Colorado.

SHOOK Research, which oversees the ranking process, received more than 25,000 nominations from brokerage firms, RIAs and independent wealth advisors. While experience, assets under management and compliance are all considered, the foremost factor is quality, R.J. Shook explains in this article regarding its methodology. “When we meet with an advisor for a due diligence meeting, we are thinking to ourselves, ‘Is this someone we would recommend to a friend or family member?’”

We’re thrilled to share this recognition with our clients, whose valued relationships make it possible.

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