Wedel Financial Group has earned a spot on the prestigious Forbes Best-in-State Wealth Management Teams list for 2025.
The recognition follows a comprehensive evaluation conducted by SHOOK Research LLC, which analyzed data from March 31, 2023, to March 31, 2024. Selection criteria included industry experience, compliance records, assets under management, revenue generation, and interview assessments.
Of the 11,674 wealth management teams considered nationwide, 5,331 teams (45.66%) received the designation. The rating is based on the disclosed criteria and not related to investment advice quality. Investment performance was not considered in the evaluation process.
The Forbes recognition uses a self-completed survey methodology for its annual rankings of financial advisory teams across the country.
