We are pleased to announce Compardo, Wienstroer, Conrad & Janes Partners Diane Compardo and Mark Conrad were named Best-in-State Wealth Advisor: MO by Forbes Magazine.

CWCJ Managing Partner Diane Compardo was named #4 in Missouri by the and the only women advisor in the top five.  This marks the third consecutive year for Compardo on the Forbes list.  Partner Mark Conrad was ranked #34 and this year marks the second consecutive year for Conrad.

 In 2020, Forbes’ Best-In-State Wealth Advisors list recognized more than 4,000 of the top advisors throughout the country. Each wealth advisor spotlighted by Forbes was nominated, researched, interviewed and assigned a ranking within their respective states and markets. The selection and ranking process used both qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, assets under management and more.

“Both Mark and I are honored to be named among Missouri’s top advisors,” says Compardo. “Our focus as a team is to provide comprehensive, independent advice that simplifies the complexities of wealth. It’s rewarding to see that focus and dedication recognized by the financial media.”

The full list of Forbes’ Best-In-State Advisors is available here.