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Forbes Lists

#41
Ohio
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
#924
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
#112
Ohio
Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.

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Asset Summary
$500K
Min Account Size For New Business
$500K-30M
Typical Size Of Households
$1-20M
Typical Net Worth Of Relationships
$190M
Team Assets (Custodied)