Frank Marzano and GM Advisory Group have been ranked on the 2021 Forbes Best-In-State Wealth Advisors List for the third year in a row. Frank is now ranked at #3 on the New York State Private Wealth Advisor List.
This year, Forbes received more than 32,000 nominations for the Best-In-State ranking. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.t.
“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says R.J. Shook, president and founder, SHOOK Research. “They want to add meaning, help them live better lives.”
We continuously strive to enrich and add value to our clients’ lives. We are honored by this distinction and we are grateful to be able to work with families to help them achieve what they value most.
DISCLAIMER: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. The term Registered Investment Advisor (RIA) is not a certification and implies no level of expertise. 2021 Forbes Best-in-State Wealth Advisors List data is based upon values as of 6/30/2020. This ranking was published on 2/11/2021.
