WE'RE HUMBLED
It takes a village.
It’s a great honor to be added to a list, receive an award, or gain recognition for the retirement planning, investment management, and estate planning work our firm has done in clients’ best interest. We know there is a lot of work that goes into making your experience at Bernicke a great one, and we’re humbled that others notice the work we do for you every day.
Ty Bernicke Recognized as a 2025 Forbes Best-In-State Wealth Advisor
Ty Bernicke, President and owner of Bernicke Wealth Management, was recently recognized as a Best-In-State Wealth Advisor by Forbes for the eighth consecutive year. The list spotlights advisors leading the way in offering best practices and providing a high-quality experience for clients.
“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives,” said Ty Bernicke. “Having those efforts recognized for another year is a tremendous honor.”
Read the full article here: Ty Bernicke Recognized on Forbes 2025 Best-In-State Wealth Advisors List
About Forbes Best-In-State Study
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
For more information about the methodology or the complete list, visit Forbes Best-In-State Wealth Advisors.
Bernicke Wealth Management Named as a Forbes Top RIA Firm in 2023
The Forbes 2023 “America’s Top RIA Firms” list was created to recognize firms that provide a steady hand for clients in addition to a focus toward preserving the client’s wealth over the long term. Criteria for the award includes a combination of best practices and approaches for working with clients, industry experience, revenue trends, assets under management and compliance records.
“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives,” said President and Executive Wealth Manager, Ty Bernicke. “Having those efforts recognized is a tremendous honor.”
Read the full article here: Bernicke Wealth Management Named as a Forbes Top RIA Firm in 2023.
About Forbes Top RIA Firms Ranking
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
For more information about the methodology or the complete list, visit America’s Top RIA Firms.
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