We are excited to share that Jim Hyre, CAP® and CERTIFIED FINANCIAL PLANNERTM, our President and Visionary, was recognized by Forbes as one of the “Best-In-State Wealth Advisors” for 2021, coming in at #44 for the state of Ohio.
The Forbes “Best-in-State Wealth Advisors” list is compiled of the top 5,000 advisors from across the country who were honored based on in-depth criteria set by SHOOK Research, LLC1. This prestigious list was whittled down from more than 32,000 highly qualified individuals who were nominated.
The method for selecting these advisors is based on an algorithm of qualitative and quantitative criteria, including industry experience, revenue produced, assets under management, compliance records, and a series of phone and in-person interviews. Advisors do not pay a fee for placement on the Forbes “Best-in-State Wealth Advisors” rankings, which are independently determined by SHOOK Research.
Please join us in congratulating Jim on this honor. With over 25 years dedicated to putting our clients’ best interests first, Jim remains steadfast in his mission to help you achieve financial confidence and live your best life.
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 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 32,725 nominations, more than 5,000 advisors received the award. 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.