The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research with data current as of the previous year of ranking, is based on an algorithm 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 criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research and not indicative of future performance or representative of any one client's experience and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.  Advisors can pay fees for licensing and marketing purposes. The 2026 ranking awarded in April of 2026 based on an evaluation period of 6/30/24 - 6/30/25. For more information and complete details on methodology, go to https://www.shookresearch.com/a-methodology.html.  For a complete listing of rankings, click HERE and select Montana.