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2026 Forbes Best-in-State Wealth Management Teams

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

San Angelo Chamber of Commerce Young Professionals – 20 Under Forty (2025)

The San Angelo Chamber of Commerce Young Professionals 20 Under Forty Award is presented to professionals under 40 years old who have demonstrated excellence in their chosen field, significant contributions to the success of the company, good character, leadership, and community involvement. To be eligible, the nominees must be under the age of 40 as of 10/1/2025, work in the Concho Valley and have a commitment and motivation to serve the San Angelo area. 117 nominees were considered and 20 were recognized. The nominations are read and vetted by an anonymous Selection Committee picked by the Chamber of Commerce. This ranking is based upon the period from 5/1/2025 to 6/13/2025 and was released on 8/15/2025. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. San Angelo Chamber of Commerce is not affiliated with Raymond James.