Tag Archives: Forbes Best-in-State Wealth Management Teams

Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025

WARRENVILLE, Ill., June 9, 2025 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking.

Image caption: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025.

“This honor reflects the tireless commitment our team brings to every relationship,” said Seth Pietrini, COO Legacy Wealth Advisors. “We approach our work with the same care, diligence, and responsibility we would give to our own families. It’s a privilege to be recognized for that.”

“Our mission has always been to be a guide to our clients, to educate them, and to give them added confidence,” added Fernando Ereneta, CEO Legacy Wealth Advisors. “It’s great to see the team’s dedication and integrity acknowledged at this level.”

Legacy Wealth Advisors is a dynamic and experienced group that includes CFP® Wealth Managers Fernando Ereneta, Jennifer Secola, and Kevin Fahy. The team brings together decades of combined expertise, diverse perspectives, and a shared commitment to personalized financial guidance.

Fernando Ereneta, CFP®, CKA® has been a consistent presence on the Forbes Best-in-State Wealth Advisors list, earning individual recognition each year from 2018 through 2025. Legacy Wealth Advisors was also included in the inaugural Forbes Best-in-State Wealth Management Teams lists in 2023 and 2024 and continues to build on that strong foundation.

Legacy Wealth Advisors, 4200 Cantera Drive, Suite 221, Warrenville, IL 60555 | 630-791-9226 (Phone/Fax) | https://www.legacywealthadv.com/.

Disclaimers:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 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 criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights 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 criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Legacy Wealth Advisors has been named to the 2nd annual Forbes 2024 Best-in-State Wealth Management Teams list

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024!

"I am proud of the Legacy Wealth team and their commitment to serving our clients. The team views them as family and handles their finances with all the care they would their own," said Seth Pietrini, COO at Legacy Wealth Advisors.

"Our purpose is to guide, educate, and give confidence to our clients, and I am inspired to see our team do that every day. They are honored to receive this award," he added.

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, 2022, and 2023. The team also won this award in 2023, the first year of the "Team" award.

The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on an algorithm that looks at criteria such as service models, investing process, team construct, skill sets, etc. Also factors like revenue trends, assets under management, compliance records. Research also consists of qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights 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 criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights 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 criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

RELATED LINKS:

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Fernando.Ereneta

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Justin.Ancona

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Jennifer.Secola

Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the 2nd annual Forbes Best-in-State Wealth Management Teams list* for 2024! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! "This recognition is owed to the clients that place their trust in the team to serve them. It also further reinforces the teams' commitment to providing clients with a comprehensive and customized best-in-class wealth management experience," said Seth Pietrini, COO at Legacy Wealth Advisors.

"The Legacy Wealth Advisors Wealth Management team is inspired and grateful to serve multi-generational clients and their families, and I am proud to see the team receive this prestigious award', he added.

Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

Fernando S. Ereneta has previously appeared on the top industry recognition for the Forbes Best-in-State Wealth Advisors in 2018, 2019, 2020, 2021, and 2022.

The Forbes/SHOOK Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, is based on an algorithm that looks at criteria such as service models, investing process, team construct, skill sets, etc. Also factors like revenue trends, assets under management, compliance records. Research also consists of qualitative criteria, including telephone, virtual and in-person interviews.

For the full list and further information visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Seth Pietrini

COO, Legacy Wealth Advisors

Office Manager, RJFS

Raymond James Financial Services, Inc.

Member FINRA/SIPC

4200 Cantera Drive, Suite 221

Warrenville, IL 60555

630-791-9226 (Phone/Fax)

seth.pietrini@raymondjames.com

www.legacywealthadvisorsil.com

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

About Raymond James Financial Services As of 10/31/2022:

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.15 trillion. Additional information is available at raymondjames.com.

Advisors: Fernando S. Ereneta, CFP(r), Justin Ancona, CFP(r), Jennifer Secola, CFP(r)

200 Cantera Drive, Suite 221 | Warrenville, IL 60555

O: 630.791.9226 | F: 630-791-9233 | www.legacywealthadvisorsil.com

The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights 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 criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.

RELATED LINKS:

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Fernando.Ereneta

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Justin.Ancona

https://www.raymondjames.com/legacywealthadvisorsil/about-us/bio?_=Jennifer.Secola

Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.