Peter Maller Named as a Best-In-State Wealth Advisor for Forbes

Posted February 22, 2019

We are proud to announce that Peter Maller has been named as a Best-In-State Wealth Advisor. This list was compiled by Forbes, in partnership with SHOOK Research.

Nominees and honorees for the Best-In-State Wealth Advisors are judged based on an algorithm of qualitative criteria, gathered through telephone and in-person due diligence interviews, alongside quantitative data. Additionally, advisors must have a minimum of seven years experience to qualify, and the algorithm weighs additional considerations such as revenue trends, assets under management, compliance records, and industry experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings.(See full methodology here)