February 8, 2024
We are thrilled to announce the inclusion of HoyleCohen Senior Wealth Advisors, Elisabeth Cullington and Rachel M. Luken, on the FORBES 2024 Top Women & Best in State Advisors list.
This marks Rachel’s first and Elisabeth’s third year of being included in this great list of Women as identified by FORBES, and is the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors which features 1,991 women collectively managing assets of over $2.8 trillion. The rankings are based on data provided by more than 15,000 top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.
It is great to see these fabulous women honored by FORBES and a tribute to the dedication and passion Elisabeth and Rachel bring to servicing their clients and our firm every day.
Please click here to access the full Shook Research Methodology.
About HoyleCohen LLC: HoyleCohen is a San Diego-based wealth management firm that offers financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen helps its clients make financial decisions by employing a holistic planning process which starts with understanding their life goals. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.
Disclosures provided by SHOOK: Data provided by SHOOK® Research, LLC — Data as of 9/30/23. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Disclosures provided by SHOOK: Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Additional Disclosures: The criteria for consideration of this award includes a subjective assessment of independent financial planners, advisors and asset management firms, advisors who act as fiduciaries, firms that provide customized services, firms that have a high level of transparency, fee-only advisors and wealth managers, fee-based advisors who are also fiduciaries and firms that have a well-established and experienced advisory team. This award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award.
