ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to the Forbes SHOOK annual Best-in-State Wealth Advisors rankings.
The fourth annual Best-in-State Wealth Advisors is one of the most popular advisor lists by SHOOK each year. The state ranking covers 5,224 of the best financial advisors in the nation with Missouri having 73 advisors on the list. This year Compardo is ranked fourth on the list.
Compardo has been named to the prestigious list all four years since the inception of the list while also being recognized as Missouri’s highest-ranked female advisor.
This year SHOOK Research, the firm responsible for researching, interviewing, and assigning a ranking to advisors who have been nominated for the ranking, stated their research process found the very best advisors are “laser focused on having a positive impact on their clients’ lives.”
“It is an honor to be recognized and included with many distinguished peers,” said Compardo. “My team and I are so grateful for the trust our client families have placed with us the past 25 years.”
Each wealth advisor included on Forbes’ list by Forbes was researched, interviewed and assigned a ranking within their respective states and markets. The selection and ranking process was done through SHOOK Research using an algorithm of both qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, assets under management and more.
More female advisors in 2021 were ranked than last year. In 2021 Female advisors accounted for 800 participants. In 2020 there were 555 women advisors ranked.
Neither Forbes nor SHOOK Research receive a fee in exchange for rankings.
Compardo has successfully established herself and her team as a trusted provider of comprehensive financial planning and family office services to senior corporate executives, successful entrepreneurs and a growing number of ultra-affluent multi-generational families located throughout the United States.
Compardo, Wienstroer, Conrad & Janes’ deep bench of highly credentialed and diverse professionals allows us to provide a truly comprehensive and personalized client experience. We serve Family Office, Professional Athletes and Family CFO clients. You can visit our website here.
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