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Forbes Names Solis Wealth Management to the 2026 Best-in-State Wealth Management Teams List

Solis Wealth Management is proud to announce that our firm has been named to the 2026 Forbes Best-in-State Wealth Management Teams list, developed in partnership with SHOOK Research.

This recognition honors outstanding advisory teams across the United States who demonstrate a commitment to thoughtful planning, consistent service, and strong fiduciary practices. Unlike individual advisor rankings, this list evaluates the entire team and how it functions together in service of clients.

The Best-in-State Wealth Management Teams list is compiled annually by Forbes and SHOOK Research using a rigorous qualitative and quantitative methodology. Factors considered include team structure and experience, client retention, compliance records, assets under management, and overall service model. Investment performance is not a ranking criterion, as client goals and risk profiles vary widely.

“This recognition reflects the strength of our team and the care we put into serving our clients every day,” said Greg Solis, Founder and Wealth Advisor at Solis Wealth Management. “We believe great outcomes come from collaboration, discipline, and a genuine commitment to the people we serve. We’re honored to see that approach recognized at the team level.”

The 2026 Best-in-State Wealth Management Teams list includes thousands of advisory teams nationwide, representing a broad cross-section of firms dedicated to delivering high-quality wealth management and planning services.

At Solis Wealth Management, our focus remains unchanged: helping clients make confident financial decisions through proactive planning, personalized guidance, and long-term partnership. We are grateful for the trust our clients place in us and proud of the team that supports them.

Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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