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Recognized by Forbes for Providing Positive Impact

Forbes’ annual Best-In-State Wealth Advisors list has once again recognized advisors with The Wise Investor Group. Greg Smith, Simon Hamilton and Chris Aime were ranked in the elite group of top advisors across the country for their experience, quality advice and trusted client relationships. 

Earning top spots on Forbes’ list, Greg Smith ranked third, Simon Hamilton ranked fourth and Chris Aime ranked twenty-first out of 63 top advisors based in northern Virginia. 

Forbes partner SHOOK Research selects advisors in each state based on extensive research, qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records and assets under management.

To create this year’s Best-In-State-Wealth Advisors list, SHOOK Research reviewed 32,000 nominations, invited over 7,000 advisors to complete a survey and conducted over 11,000 telephone interviews and over 2,000 in-person interviews to cull the final list. 

“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives. They want to add meaning, help them live better lives,” R.J. Shook, president and founder of SHOOK Research shared. “If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality, and can provide ‘impact’,”

Advisors with The Wise Investor Group are consistently recognized by leading financial publications, such as Barron’s, Financial Times and Forbes, as top advisors and among the best in Virginia. These publications put their trust in us, so that you can too. 


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