Family Finacial Review

Granite Wealth Management Named to Forbes’ Best-In-State Wealth Management Teams for Virginia

We are pleased to announce that Granite Wealth Management has been named to Forbes’ Best-In-State Wealth Management Teams list for 2025!

Forbes, in collaboration with SHOOK Research, evaluates wealth management teams across the country, focusing on quality, expertise, and client satisfaction. The rigorous selection process involves analyzing financial data, conducting thousands of interviews, and reviewing almost 50,000 nominations from firms nationwide.

The SHOOK research team noted, “Every time we meet with a team or an individual advisor for a due diligence meeting, we are always thinking to ourselves, ‘Would we recommend this team (or individual) to a friend or family member?’ Quality is always first: if we're going to include a team (or advisor) on our rankings, we have to make sure everyone is of the highest quality.”1

Those words mean a great deal to us. We take our responsibility to our clients and their families very seriously and hold ourselves to a high standard when acting as advisors, so being selected for Forbes’ list is a recognition we take great pride in.

We couldn’t have achieved this milestone without the trust and collaboration of our incredible clients and community. As Forbes and SHOOK Research note, “...clients are oftentimes better served by local representation.” 1 Being recognized among the best in Virginia reflects not only our expertise but also our deep understanding of the unique needs of our local community. Your confidence in us drives our passion for delivering impactful financial solutions every day.

We also want to acknowledge our amazing team. Being included in this list reflects the expertise of our advisors and the collaborative culture and shared values that define Granite Wealth Management.

This recognition is an honor, but it’s our clients and their goals that inspire us to deliver the highest levels of service. Whether you’re looking to grow your wealth, protect your family, or plan for the future please reach out. Granite Wealth Management is here to guide and help you every step of the way.

2025 Forbes Best-In-State Wealth Management Teams:   Awarded January 2025; Data compiled by SHOOK Research, LLC based on the time period from 3/31/23-3/31/24 (Source:   Forbes.com).  The Forbes Best-In-State Wealth Management Teams 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 investment advice and based solely on the disclosed criteria.  11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-In-State Wealth Management Teams.

1Shook, R.J. " Methodology: Best-In-State Wealth Management Teams 2025." Forbes, Jan 9, 2025, https://www.forbes.com/sites/rjshook/2025/01/09/methodology-best-in-state-wealth-management-teams-2025/. Accessed 16 January 2025.

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