Disclosures
Last Updated August 6, 2025
Wealthtender: 2025 Voice of the Client Highly Rated Advisor Award
This is the industry’s first award program to recognize financial advisors and wealth management firms that consistently receive superior client reviews.
Wealthtender awarded Richard J. Archer, CDAA, CFA, CFP®, MBA and Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25.
Although Archer Investment Management compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.
Wealthtender: 2025 Voice of the Client Highly Rated Firm Award
Wealthtender awarded Archer Investment Management with its 2025 Voice of the Client Highly Rated Firm Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25.
Although Archer Investment Management compensates Wealthtender for marketing services (including eligibility to be considered for this award, plus a fee if it chooses to license the award logo for promotional use), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients.
2025 Forbes Best-In-State Wealth Advisor
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence.
Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
Investopedia 100 Top Financial Advisors of 2023
The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:
- Reach: defined as the domain authority of their personal blog or website, followers across socials (LinkedIn, X, TikTok, Instagram, and YouTube), and podcasts (including appearances or ownership of a personal podcast).
- Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
- Community support: measured through peer nominations by industry professionals outside of their own firms, as well as the advisor’s presence and engagement with others in the financial planning industry.
Each advisor CRD number was checked for validity, and each application was checked for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. Neither Investopedia nor any of its associates are affiliated with Archer Investment Management.
Investopedia Advisor Council
Emily Rassam is a member of Investopedia’s Advisor Council. The council is an editorially-selected group of independent U.S.-based financial advisors who showcase a commitment to making financial education more accessible for all, and are dedicated to empowering fellow advisors, their clients, and Investopedia readers.
