Forbes honored Co-CEO and Chief Investment Officer Dan Roe with a #8 ranking in its 2020 Best-In-State Wealth Advisors list for Ohio. He’s the first advisor listed for Columbus out of 131 named and thousands considered in the state.

SHOOK Research chose each advisor based on an algorithm of qualitative and quantitative criteria, including interviews, industry experience, compliance records, revenue and assets under management.  Advisors do not pay a fee for placement on the list.

Congratulations, Dan, on this industry recognition by one of the most respected financial media outlets in the U.S.

Daniel B. Roe, CFP®

Chief Investment Officer | Co-CEO

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors who are considered have a minimum of seven years’ experience, and 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 criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information, please visit:


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