Elevánt in the News
Quoted In Investment News
Brian Scott was quoted in a recent Invesment News article by Gregg Greenberg titles "Is this Bull Market Getting Scary? Financial Advisors Weigh In"
AdvisorHub - 100 Advisors To Watch 2024
Brian Scott, CRPC®, was named one of the 100 Advisors to Watch in 2024 by AdvisorHub.
From AdvisorHub: "We created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. These 100 advisors are the largest and fastest-growing practices run by advisors under the age of 45. Their dedication to service has helped them win clients and grow assets."
Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism. The list is broken into several sublists: RIAs (fee-only), Over $1b, Under $1b, Next Gen, Women, Solo, and Fast-Growing. Please note that participation in this ranking is free, and AdvisorHub receives no compensation from the participating advisors.
Forbes - Best in State Wealth Advisors 2025
Brian Scott, CRPC®, was named as one of the Best In State Wealth Advisors in 202 by Forbes.
From Forbes: "The average age of a financial advisor continues to climb, currently hovering around 56. According to the Certified Financial Planner Board of Standards, less than one third of advisors today are under the age of 40, compared to industries like say technology where nearly half are under 40. The need for fresh talent in financial advice is critical and Forbes and Shook Research has ferreted out wealth management’s up-and-comers. The Forbes/SHOOK Wealth Advisors Best-In-State list features 1,621 top professionals who cumulatively manage nearly $2.8 trillion in assets. This group have long careers ahead of them--all were born in 1985 or later and have a minimum of four years of experience as an advisor."
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.