2024 Forbes Best-In-State Wealth Management Team
For the second consecutive year, The Investment Consulting Group of Wells Fargo Advisors has been recognized as one of the best wealth management teams in Iowa
We are honored to announce that our team, The Investment Consulting Group of Wells Fargo Advisors, has been recognized as one of the Forbes Best-In-State Wealth Management Teams for the second consecutive year.
This accolade represents an impressive list of just 29 teams throughout the entire state of Iowa that come to work with one goal on their minds – helping clients succeed.
We are humbled to receive this award and see this recognition as a reflection of our ongoing commitment to always putting clients’ interests first. We sincerely appreciate the opportunity to serve client wealth management needs and the trust they place in us to help ensure their short- and long-term investment goals.
The Forbes Best-In-State 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 investment advice and based solely on the disclosed criteria.