2026 Forbes|SHOOK® Best-in-State Wealth Management Teams
Two Edward Jones teams recognized
Congratulations to these 2026 Forbes|SHOOK® recognized teams
We're proud to recognize the achievements of these professionals who have embraced the team structure to make a positive difference for their clients, colleagues and communities.
The 2026 Forbes|SHOOK® Best-in-State Wealth Management Teams criteria includes compliance records, team structure, credentials and community involvement.
Edward Jones, Schreiber Bleidt Reed Wealth Management Group, Longmont, CO, a four-time recipient
Edward Jones, Heathcott Hineman Wealth Management Group, Conroe, TX, now in their inaugural year
Important information:
Forbes|SHOOK Best-in-State Wealth Management Teams for Colorado in 2023-2026 and Texas in 2026, published January each year, research by SHOOK Research LLC, data as of March of the prior year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.