Legacy Wealth Advisors Has Once Again Been Named To The Forbes Best In State Wealth Management Teams List For 2025

June 09, 2025 02:10 PM PDT | By Send2Press

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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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News Source: Raymond James Financial Services - Legacy Wealth Advisors

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