The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Michael Masciorini in 2020, 2021, 2022, 2023, 2024, and 2025 for each previous respective calendar year during the period of 1/1/2019 – 12/31/24. Being a Forbes Best-In-State Wealth Advisor does not mean Michael Masciorini is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.

The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered 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 practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.

Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com