OWIC Included in Forbes’ 2017 Ranking of Top 250 Wealth Advisors

October 17, 2017

Forbes‘ list of America’s Top 250 Wealth Advisors includes Wally Obermeyer for the second year running. The ranking’s rigorous selection process, developed by SHOOK Research, evaluates advisors’ experience, best practices, and assets under management, among other criteria. This year’s list drew nearly 20,000 nominations and includes RIAs, brokerage firms, and independent wealth advisors. Representing our firm, Obermeyer is the second-highest ranked advisor in Colorado.

As the ranking’s accompanying story highlights, Forbes believes the best advisors are distinguished by a personal, high-touch approach. We take pride in being our clients’ advocate and advisor, and are incredibly grateful for our many valued relationships.

The full list was be published in Forbes’ October 24, 2017, issue. Click here for complete coverage.

Rankings and recognition by unaffiliated rating services and publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Obermeyer Wood is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Obermeyer Wood by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and submitted by the recognized adviser. Rankings are generally limited to participating advisers.