Werth Ranked #3 Wealth Advisor in Kansas by Forbes
Founding and Managing Member of Werth Wealth Management, LLC
Financial Advisor, RJFS
Tim Werth, Founding and Managing Member of Werth Wealth Management, LLC has been named to Forbes Magazine’s list of America’s Best-in-State Wealth Advisors. In 2019, Werth was ranked the #3 wealth advisor in Kansas. Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.
Forbes Best-In-State Wealth Advisors 2019
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s 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.