The 2024 Forbes Best In State Wealth Advisors was created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.
The Centre for Fiduciary Excellence, LLC. (CEFEX) is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification demonstrates that Paris International meets a fiduciary best practice standard by adhering to the Global Fiduciary Standard of Excellence. Our CEFEX certification means we understand the importance of having a documented investment process, thereby helping promote our clients’ confidence that their investment strategies are being prudently organized, formalized, implemented, and monitored. We believe that our CEFEX certification is yet another way to demonstrate we are acting in our clients’ best interests. For more information, please visit www.cefex.org.
2019 - 2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. The 2022 award was presented in Aug 2022 based on data gathered from March 2021 to March 2022. 3,513 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2017 - 2020 Financial Times 401 Retirement Advisers, created by Ignites Research. The 2020 award presented in October 2020 for the preceding 12 months. 855 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2019 - 2021 NAPA Top DC Advisor Teams, created by NAPA. The 2021 was presented in March 2022 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 333 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2017 NAPA Top 100 Retirement Plan Advisors Under 40, created by NAPA, Presented in Nov. 2016 for the previous year. 309 Advisors were considered, 79 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.
2014 - 2017 Five Star Wealth Manager Award, created by Five Star Professional. The 2017 award was presented in November 2017 based on data gathered within 12 months preceding the issue date. 1680 advisors were considered, 155 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.