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529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
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Infographic: Three “T’s” of effective trustees
These qualities can help set your beneficiaries up for success.
Estate & Giving
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Aligning retirement and estate planning
How a trusteed IRA can help provide structure and continuity
Retirement & Longevity
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Sharing a wealth epiphany

When wealth arrives quickly, generosity – and planning – can be the key to helping it endure.

Estate & Giving
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Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle
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Putting your digital life in order
How to include online services, important documents and digital family mementos in your estate plan
Technology & Innovation
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Roth conversions still shine after tax law changes
Preserve family wealth by managing taxes.
Estate & Giving

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2026 Forbes Best-in-State Wealth Management Teams


The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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 criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. RIA firms do not pay a fee in exchange for this award/rating. Compensation provided for using the rating. Ismert-Barger Wealth Advisors is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.