Ellis Named Forbes’ Best-in-State Wealth Management Teams AGAIN!

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Ellis and Company Retirement Strategists | January 10, 2024 | Forbes Best-in-State Wealth Advisors 2024


Ellis & Company has been named to Forbes’ Best-in-State Wealth Management Teams list again!

What’s happening: For the second year in row, Forbes has included Ellis & Company in their list for Best-in-State Wealth Management Teams. A testament to our team’s dedication to serving our clients with excellence. This recognition is a celebration of the faith and trust our clients have in our team.

About the Achievement: The Forbes Best-in-State Wealth Management Teams list recognizes top wealth management teams across the United States. Being named highlights Ellis & Company’s ability to be a trusted guide with financial planning.

“The very best advisors are laser-focused on having a positive impact on their clients’ lives,” -R.J. Shook.

The Forbes ranking of Best-in-State Wealth Advisors is developed by SHOOK Research, who focuses is on quality when developing their lists. For an inside look how they created this year’s list here: Methodology: Best-In-State Wealth Management Teams 2024.

Back to back. In 2023 Forbes first created their list for Wealth Management Teams and Ellis & Company was included. What sets Ellis & Company apart is how much they care about their clients’ success, their team’s skill & experience, and their straight talk.

Ellis and Company Retirement Strategists


Our Proven Process

We understand that our clients want to know they have a good plan. The problem is that it is difficult to know what a good plan is.

We believe no one should have to wonder if you are doing the right things with your assets. That is why we guide our clients with our full-service financial planning.

Here’s how it works:

It’s not about us. We are called to make a difference for our clients. We are grateful for our clients entrusting us with their life savings. Their faith in our team is what drives us to strive for excellence every day.

Thank you for letting us be a part of your journey.

Looking ahead, Ellis & Company remains committed to delivering outstanding full-service financial planning. We are excited about the future and continue to dedicate ourselves to helping you achieve your financial goals.



Source: SHOOKTM Research, LLC. Data as of 6/30/23. (January 2024)
About Forbes ranking of Best-In-State Wealth Management Teams
 About Raymond James Financial Services
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. The company has approximately 8,100 financial advisors throughout the United States, Canada, and overseas. Total client assets are $896 billion.* Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at
As of 12/31/2019. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Ellis & Company Retirement Strategists is not a registered broker/dealer and is independent of Raymond James Financial Services.
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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. This ranking is based upon the period of 3/31/2022 to 3/31/2023 and was released on 01/09/2024.  Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.  Portfolio performance is not a criteria due to the varying client objectives and lack of audited data.  Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.  Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.  Raymond James is not affiliated with Forbes or Shook Research, LLC.  Please see for more info.

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