Earning a place on the 2025 Forbes Best-In-State Wealth Advisors list is no small feat, and in 2025, Concentus celebrates two of our own achieving that honor for the fifth consecutive year. We’re proud to share that Erik Strid, CFP®, ChFC®, and Nathan Hayward, CFP®, ChFC®, MBA, received this well-deserved recognition.
This year, Forbes highlighted how exceptional advisors demonstrate their value by helping clients navigate complex markets in the face of economic uncertainty. The list, compiled by SHOOK Research, recognizes top advisors based on a rigorous mix of quantitative data and in-depth qualitative interviews.
To learn more about the fully independent rankings, check out the methodology and the full list.
Disclosures
Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.
SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Award is based on the period from 6/30/2023 to 6/30/2024. Neither Concentus Wealth Advisors nor any of its advisors pay a fee in exchange for this award.
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