In 2018 and 2019, Andrew Dodds was ranked in the Top 15 on Forbes’ Best-In-State Wealth Advisors list for Colorado.
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The Forbes Best-In-State Wealth Advisor Ranking, Developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Nether Forbes nor SHOOK Research receives a fee in exchange for rankings.