The Forbes Best-in-State Wealth Advisors and America’s Top Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. XML Financial pays licensing fees for the use of official logos and maintenance of advisor profile on Forbes' website. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

The Barron’s Top 1,200 Financial Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. XML Financial pays licensing fees for the use of official logos and advisor awards profiles in digital media formats.