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Rick Buoncore Named Top Wealth Advisor by Forbes

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Rick Buoncore, Managing Partner, Named Among America's Top Wealth Advisors by Forbes


MAI's Managing Partner Rick Buoncore has been recognized by Forbes as a Top Wealth Advisor for the second consecutive year.  This year's list recognizes the top 250 advisors across the country, and Rick is named 140.

Forbes' Top Wealth Advisors is based on an algorithm of qualitative criteria and quantitative data. Advisors are nominated by their firm and assessed by Shook Research, an independent third-party research firm, based on a set methodology. To be considered, the advisor must have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Advisors participate in telephone and in-person interviews as part of the process, as well.

We are honored to be included for the second time on such an exclusive list of wealth advisors. MAI remains dedicated to providing holistic, trustworthy advice and planning strategies to support our clients in meeting their financial goals.

Advisors do not pay a fee for placement on Forbes’ Top Advisor rankings, which are independently determined by Shook Research. Advisors with listings in bold have paid a fee to do so. To view this year's list, please visit:


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