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Monday, September 16, 2024
DUBLIN, OHIO – Ascend Advisory is proud to announce Tony Reilly, CEO of Ascend Advisory, has been named to Forbes Best-in-State Wealth Advisors.(1)
“I’m very grateful to have made such a prestigious list. With just recently hitting $2B assets under management at Ascend (as of 3/28/24), and moving into our larger office at Dublin Bridge Park, it is a season of reflection,” Reilly commented in regards to winning the coveted place on the short list.
Reilly went on to say, “This award reminds me that what we started doing 20 years ago still works, and now we get to do it in over 40 states.”
Forbes is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story. Quantitative ratings are broad from assets under management, client retention to compliance records.
Forbes award, tweaked methodology for more in-depth reviews
There are over 300,000 advisor nominations received for this prestigious award.
The rating is, “based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management,” according to R.J. Shook, president and founder, SHOOK Research, in an article outlining the methodology. “The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.”
He went on to say, “SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking."
About Ascend Advisory Group
Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory practice with clients in 44 states and $2B assets under management (as of 3/28/24), 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 humility 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 help ensure the mission for each client’s dollar is achieved.
Ascend has been recognized on Forbes 2024 Best-In-State Wealth Management Teams for the State of Ohio2.
1 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors 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.
2 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (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.
Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com
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