18 Feb Delegate CEO Andy Hart Named Among Forbes Best-In-State Wealth Advisors
We are pleased to announce that Delegate Advisors Chief Executive Officer Andy Hart has been named on the list of Forbes Best-In-State Wealth Advisors of 2021 (California).
According to Forbes, this list recognizes “the very best advisors who are laser-focused on having a positive impact on their clients’ lives.” This year’s list highlights more than 5,000 advisors with client assets comprising more than a combined $6 trillion.
Hart was selected for Forbes Best-In-State Wealth Advisors by SHOOK Research based on a comprehensive algorithm of both qualitative and quantitative criteria, including in-person interviews, industry experience, compliance record, assets under management and more.
“Delegate Advisors is dedicated to simplifying the complex and guiding families through their financial lives,” says Hart. “It is an honor to have this commitment recognized by Forbes in its Best-In-State Wealth Advisors ranking.”