Granite Wealth Management named to Forbes’ 2026 best-in-state wealth management teams for Virginia

Granite Wealth Management has been named to Forbes’ 2026 Best-In-State Wealth Management Teams list for Virginia, marking the second consecutive year our practice has received this recognition.

This recognition reflects the standard we hold ourselves to as advisors. We take our responsibility to clients and their families seriously. Every decision we help guide, every plan we help shape, and every conversation we have is rooted in a long-term perspective, thoughtful execution, and personal advice tailored to each client.

One thing we were particularly excited to see in the research methodology for this year’s list, is a focus on serving clients locally–something that is important to our entire team. The SHOOK team, who conducts the research for the best-in-state wealth management teams lists, noted, “it is our belief clients are oftentimes better served by local representation. Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by.”¹

Earning this recognition for a second year is particularly meaningful. It speaks to consistency in how we serve our clients and how we operate as a team. Our work is grounded in careful planning, clear communication, and an understanding that financial decisions are deeply personal and often complex.

We are grateful to our clients for the trust they place in us. Their confidence allows us to do work that is both challenging and deeply rewarding, and it is a responsibility we never take lightly.

We are also proud of our team. This recognition reflects the experience, collaboration, and shared values that define Granite Wealth Management and shape the way we serve clients together.

About the Forbes Best-In-State Wealth Management Teams list

The Forbes Best-In-State Wealth Management Teams list recognizes advisory teams across the country based on a comprehensive evaluation process that considers best practices, client service, industry experience, and professional standards.

Additional information about the ranking methodology is available here.

2026 Forbes Best-In-State Wealth Management Teams: Awarded January 2026. Data compiled by SHOOK Research, LLC (Source: Forbes.com). The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria determined by SHOOK Research, LLC. Investment performance is not a criterion. A self-completed survey was used as part of the evaluation process. This rating is not indicative of future performance or representative of any one client’s experience. Neither Granite Wealth Management nor its advisors pay a fee to be included in this ranking.

¹Shook, R.J. " Methodology: Best-In-State Wealth Management Teams 2026.” Forbes, January 7, 2026. Accessed January 21 2026.