John Petrie Joins Forbes Best-in-State List

John Petrie, a director in wealth management and partner at Aspiriant for 10 years, jumps onto the Forbes Best-in-State Wealth Advisors list at No. 3 in Wisconsin for 2020. John joins four other Aspiriant partners who made the list of top advisors for their state or region for another year.

One of those partners is Aspiriant’s chief executive officer, Rob Francais. Rob, who sets the vision for our firm, stepped up two spots to rank 24th in the Los Angeles region.

And Sandi Bragar, a managing director in Planning Strategy & Research, took a huge leap from No. 76 last year to 10th place in San Francisco this year!

Also in Wisconsin, Mary Ellen Krueger, director in wealth management, ranked 25th again. Rounding out the list, Myles Rush, a director in wealth management in our San Diego office, ranked No. 46 for the Southern California region.

Forbes partners with Shook Research to select wealth managers from around the country for its rankings. Our wealth managers were chosen from approximately 32,000 nominations. They were ranked based on in-person interviews, industry experience, compliance records, and best practices in their approach to serving clients.

Congratulations to them all.

Disclosure: Neither Aspiriant nor its employees paid a fee for inclusion in the Forbes Best-In-State list. For judging methodology, please refer to this article.