Jason Cort, Quadrant’s Chief Growth Officer, Named one of Forbes’ 2024 Best-In-State Wealth Advisors

The S&P 500 climbed an impressive 10% in the first quarter of 2024 despite the fact that some of its biggest here-to-fore drivers, namely Apple and Tesla, had down quarters. All eyes are now on the inflation numbers and when or whether the Federal Reserve will begin cutting interest rates. Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking. Reassuring telephone calls with positive returns tend to solidify client relationships. Collectively, the advisors on our list oversee more than $13.5 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.

Click here for the full list of Best-In-State Wealth Advisors