Latest news with #ForbesBest-in-StateWealthAdvisors
Business Wire
13-05-2025
- Business
- Business Wire
Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors
NAPLES, Fla.--(BUSINESS WIRE)-- Rob Edwards, Managing Director and Senior PIM® Portfolio Manager at Edwards Asset Management, has been named to the 2025 Forbes Best-in-State Wealth Advisors list, a prestigious ranking recognizing top financial advisors across the country who demonstrate exceptional expertise, integrity, and client dedication. We don't take trust for granted – it's something we work hard to earn, and even harder to keep. Share This marks another significant recognition for Edwards, who has been previously honored with multiple industry accolades for his commitment to helping high-net-worth families preserve, grow, and enjoy their wealth through customized, values-based planning. 'This recognition from Forbes reflects the work our entire team puts in every day to help our clients navigate the complexities of wealth – allowing them to enjoy all aspects of their wealth,' said Edwards. 'We don't take trust for granted – it's something we work hard to earn, and even harder to keep.' With nearly two decades of experience, Rob leads a Florida-based wealth management practice that serves clients across the country. Known for blending institutional-level investment strategies with deeply personal service, Edwards Asset Management is built around long-term relationships and multi-generational planning. About Edwards Asset Management Edwards Asset Management is a full-service investment management and wealth advisory practice headquartered in Naples, Florida. The practice offers a wide range of wealth solutions to meet the needs of their high-net-worth clients – helping them to unlock the full potential of their wealth. Edwards Management also has offices in Fort. Lauderdale, Florida, and Albany, New York. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: 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. 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. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Edwards Asset Management is a separate entity from WFAFN.
Business Wire
07-05-2025
- Business
- Business Wire
Forbes Names JNBA Financial Advisors CEO and Chairman Richard S. Brown the Top Advisor in Minnesota on its High Net Worth List
MINNEAPOLIS--(BUSINESS WIRE)--For the second year in a row, JNBA Financial Advisors CEO and Chairman Richard S. Brown has been named as the top advisor in Minnesota to the Forbes Best-in-State Top Wealth Advisors – High Net Worth list. Each of the advisors on this year's list was ranked by SHOOK Research based on quantitative criteria such as revenue trends, assets under management, industry experience and service models with qualitative insights gleaned from firm nominations and in-depth interviews. The advisors highlighted collectively oversee $16.7 trillion in assets and stand out for their track records in navigating uncertain times. R.J. Shook details the research methodology for Forbes, noting the uniqueness of the qualitative aspects of the study. 'When we meet with an advisor in person or on the telephone, we are thinking to ourselves: 'Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?',' Shook says. 'We are so proud of Richard and our entire team for the work and care for our clients that have led to this meaningful recognition,' says Kim Brown, president of JNBA Financial Advisors. 'Our multigenerational team significantly contributes to and shares in this honor, as we work together to help achieve our clients' goals.' JNBA has posted a more-than-97-percent client retention rate since tracking began in 2001, and its business is continuing to grow and thrive with over $1.6 billion in assets under management today. The firm's dedication to being an advocate for its clients, employees, and community has fueled its continued growth, including opening offices in Duluth, Minn. and Bonita Springs, Fla. ABOUT JNBA Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life's most important decisions through an advice driven by advocacy ® approach. As a fiduciary, their team delivers customized planning strategies and solutions to maximize clients' resources through financial life planning and investment management. The 46-year-old firm's advisory structure leverages a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate. For more information, visit As it pertains to the Forbes Best-in-State Wealth Advisors, the 2025 award was published in the April 8, 2025 webpage positing. As it pertains to the Forbes Best-in-State Wealth Advisors, the 2024 award was published in the April 3, 2024 webpage posting. JNBA did not pay a fee to be included in any of the above rankings. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional's firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional's firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional's firm. ANY QUESTIONS: JNBA's Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. JNBA ® is a registered trademark of JNBA Financial Advisors, LLC. For complete disclosure information, please visit
