United Asset Strategies Named to Forbes Best-In-State Wealth Advisors 2022

Our team is excited to announce United has been named to Forbes Best-In-State Wealth Advisor List for 2022, sitting at number 14 in New York. 

Advisors are selected by SHOOK Research, chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

For more information about this year's list, please visit the Forbes website.