We're proud to announce that Lake Edge Wealth Advisors has been named to the 2025 Forbes Best-In-State Wealth Management Teams! The list recognizes top advisor teams across the United States.
This year’s Top Wealth Management Teams list spotlights advisors across the country who were nominated by their firms – and then researched and interviewed within their respective states.
This achievement is proof of the dedication and hard work of our entire team. Milestones like this reinforce our commitment to providing exceptional service and guidance. Thank you for your continued trust and support!
Daniel Cape, Frank Cape, Mike Stephani & Paul Gottshall of Lake Edge Wealth Advisors were named on the Forbes Best-In-State Wealth Management Teams list.
The 2025 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.