Ratings and Awards
Ratings and Awards
Forbes Top Women Wealth Advisors Best-In-State 2022
February 2022 | Amy Cady Named to Forbes' Top Women Wealth Advisors Best-In-State Rating*
Forbes Top Women Wealth Advisors Best-in State rating algorithm is based on the previous year’s 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
For more information, click here.
Forbes Best-in-State Wealth Advisors 2021
JANUARY 2021 | Amy Cady named to Forbes Best-in-State Wealth Advisors Rating*
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance ins not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Top Women Wealth Advisors 2020
APRIL 2020 | Amy Cady named to Forbes top Women Wealth Advisors Rating*
The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of investment advice and based solely on the disclosed criteria.
Forbes Best-in-State Wealth Advisors 2020
FEBRUARY 2020 | Amy Cady named to Forbes Best-in-State Wealth Advisors Rating*
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance ins not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Best-in-State Wealth Advisors 2019
FEBRUARY 2019 | Amy Cady named to Forbes Best-in-State Wealth Advisors Rating*
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance ins not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Best-in-State Wealth Advisors 2018
FEBRUARY 2018│Amy Cady names to Forbes Best-in-State Wealth Advisors Rating*
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance ins not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Working Mother's Top Wealth Advisor Moms 2019
OCTOBER 2019│Amy Cady named to Working Mother's Top Wealth Advisor Moms Rating
The Working Mother’s Top Wealth Advisor Moms rating algorithm 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 rating. Investment performance is not a criterion.
Working Mother's Top Wealth Advisor Moms 2018
OCTOBER 2018│Amy Cady named to Working Mother's Top Wealth Advisor Moms Rating
The Working Mother’s Top Wealth Advisor Moms rating algorithm 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 rating. Investment performance is not a criterion.
Working Mother's Top Wealth Advisor Moms 2017
MARCH 2017│Amy Cady named to Working Mother's Top Wealth Advisor Moms Rating
The Working Mother’s Top Wealth Advisor Moms rating algorithm 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 rating. Investment performance is not a criterion.
