Forbes 2025 Best-In-State Advisors

We’re proud to congratulate our colleagues Alec Broughton, Andrew Hoercher, Joseph J. Janiczek, Steven Kramer, and Cristina Paul on being named to Forbes’ 2025 Best-In-State Wealth Advisors ranking.

These individuals exemplify the integrity, dedication, and client-first approach that define Cerity Partners. We’re honored to see their work recognized on this platform.

View the full ranking here: https://www.forbes.com/lists/best-in-state-wealth-advisors/

The Forbes Best-In-State Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Read more about the methodology.