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Awards & Recognition

2022 Forbes Best-in-State Wealth Advisors

Atlanta, GA, May 2022 – Marc A. Alexander and Seth M. Asher, Managing Directors – Investments, are honored to be included on Forbes' annual list of Best-in-State Wealth Advisors in Georgia. Marc was ranked No. 37 in the state, and Seth was ranked No. 78. Please join us in congratulating them both!

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.