Frank Marzano and GM Advisory Group have been ranked on the 2020 Forbes Best-in-State Wealth Advisors List for the second year in a row, ranking #8 in New York State. 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.
“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 our clients and their families to help them achieve what they value most.
DISCLAIMER: Rankings and/or recognition by 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 of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. GMAG is a paid sponsor of the Barron’s in Education Program. GMAG has paid a fee to Forbes and Barron’s to receive expanded profile features, such as profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2022 Forbes America’s Top RIA Firms – Time Period Covered 12/31/2021 Date of Ranking 10/25/2022 • 2022 Barron’s Top 100 Financial Advisors – Time Period Covered 6/30/2022 Date of Ranking 9/19/2022 • 2022 FA Top 50 Fastest Growing RIAs I FA Top Registered Investment Advisors (RIAs) – Time Period Covered 12/31/2021 Date of Ranking 7/20/2022 • 2022 Forbes BestIn-State Wealth Advisors SHOOK Research – Time Period Covered 6/30/2021 Date of Ranking 4/7/2022 • 2022 Barron’s Top 1200 Financial Advisors – Time Period Covered 9/30/2021 Date of Ranking 3/15/2022 • 2022 With Intelligence Private Asset Management Awards – Time Period Covered N/A Date of Ranking 2/17/2022