April 15, 2026
34 Focus Advisors Named to Forbes 2026 Best-In-State Wealth Advisors List
We are proud to share that 34 Focus team members have been named to the Forbes 2026 Best-In-State Wealth Advisors list:
Read the full listing here.
Forbes 2026 Best-In-State Wealth Advisors and Forbes 2026 America’s Top Wealth Advisors awards were received on April 7, 2026 for data as of June 30, 2025. Data was provided and ranking was developed by SHOOK® Research, LLC and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Stephanie O’Donnell and Lyle Wolberg's recognition was based on information submitted by Kovitz Investment Group Partners. John Adamczyk's recognition was based on information submitted by Connectus Wealth LLC. Management Fees were paid to Forbes for use and promotion of Debra Brede’s and Rand Conner’s ranking, but not to be considered for the awards. No compensation was paid with respect to the other recipients.
Learn more about the methodology here.