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Ascend Advisory Group named one of Forbes 2025 Best-In-State Wealth Management Teams
DUBLIN, OH – February 20, 2025 – Ascend Advisory Group has been recognized by Forbes as a Best-In-State Wealth Management Team for 2025. This accolade recognizes teams that are setting the benchmark for best practices and consistently providing an excellent client experience.
Recently, RJ Shook, President & Founder, SHOOK® Research/Forbes Top Wealth Advisors/Forbes Senior Contributor, visited Ascend Advisory’s headquarters to share insights on what it means to gain the honor of being on the coveted list.
“It's always an honor to host my good friend, RJ Shook, especially when he visits his home state of Ohio. I've known RJ for over 20 years and his story keeps getting better,” CEO Tony Reilly shared of the visit.
Reilly went on to say, “Our company benefitted immensely from hearing the back story and research on how you land on the Forbes 2025 Best-In-State Wealth Management Teams. We're so grateful for RJ & SHOOK Research for what they are doing for the industry with creating clarity and credibility.”
2025 Forbes Best in State Wealth Management Teams
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
About Ascend Advisory Group
Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory with clients in 44 states and $2.2B assets under management (as of 12/11/24), starting with $27M in 2001.
Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humbleness and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to ensure the mission for each client’s dollar is achieved.
Ascend has been recognized on Forbes 2025 Best-In-State Wealth Management Teams.
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Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com.
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