In April 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2025 based on the period 6/30/23-6/30/24. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.
In October 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Top RIA Firms in 2025 based on a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms from the past year. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.
