Ratings and Awards
2022 Forbes Top Women Wealth Advisors Best-In-State
Awarded February 2022 | Amy Cady Named to Forbes’ Top Women Wealth Advisors Best-In-State Rating*
2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data Compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (Source: Forbes.com). the Forbes Top Women Wealth Advisors 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 the investment advice and based solely on the disclosed criteria.
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2021 Forbes Best-In-State Wealth Advisors
Awarded February 2021 | Amy Cady named to Forbes Best-in-State Wealth Advisors Rating*
2021 Forbes Best-in-State Wealth Advisors: Awarded February 2021; Data Compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors 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 the investment advice and based solely on the disclosed criteria.
2020 Forbes Top Women Wealth Advisors
Awarded April 2020 | Amy Cady named to Forbes Top Women Wealth Advisors Rating*
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18-9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors 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 the investment advice and based solely on the disclosed criteria.
2020 Forbes Best-In-State Wealth Advisors
Awarded January 2020 | Amy Cady named to Forbes Best-In-State Wealth Advisors Rating*
2020 Forbes Best-in-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18-6/30/19 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors 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 the investment advice and based solely on the disclosed criteria.
2019 Forbes Best-In-State Wealth Advisors
Awarded February 2019 | Amy Cady named to Forbes Best-In-State Wealth Advisors Rating*
2019 Forbes Best-in-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17-6/30/18 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors 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 the investment advice and based solely on the disclosed criteria.
2018 Forbes Best-In-State Wealth Advisors
Awarded February 2018 | Amy Cady named to Forbes Best-In-State Wealth Advisors Rating*
2018 Forbes Best-in-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16-6/30/17 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors 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 the investment advice and based solely on the disclosed criteria.
2019 Working Mother’s Top Wealth Advisor Moms
Awarded October 2019 | Amy Cady named to Working Mother’s Top Wealth Advisor Moms Rating*
2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18-3/31/19 (Source: Forbes.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
2018 Working Mother’s Top Wealth Advisor Moms
Awarded October 2018 | Amy Cady named to Working Mother’s Top Wealth Advisor Moms Rating*
2018 Working Mother’s Top Wealth Advisors Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17-3/31/18 (Source: Forbes.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
2017 Working Mother’s Top Wealth Advisor Moms
Awarded October 2017 | Amy Cady named to Working Mother’s Top Wealth Advisor Moms Rating*
2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16-3/31/17 (Source: Forbes.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.
