Altfest News

Award RecognitionAndrew Altfest named to 2020 “Best-In-State Wealth Advisors” by Forbes

Award Recognition

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Altfest is proud to announce that Andrew Altfest, CFP®, MBA has been named to Forbes 2020 “Best-In-State Wealth Advisor” rankings.

Recognized again as one of the nation’s top financial advisors, Andrew’s selection comes as a result of his client service model, investing methods and tech-forward approach, as well as his level of experience and integrity. Full details of the selection criteria can be found below.

This inclusion will be Andrew’s sixth recent recognition from Forbes, being listed as a “Best-In-State Wealth Advisor” in 2018, 2019 and now 2020. He was also named to their “America’s Top Next-Generation Wealth Advisors” listing in 2017, 2018 and 2019.

 

*The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Additional details regarding the criteria and process utilized in formulating these rankings can be found here.

*Forbes’ ranking of America’s Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

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