Forbes
BEST-IN STATE
WEALTH MANAGEMENT TEAMS 2026
4 YEARS IN A ROW
We are pleased to announce that CedarDoor Wealth Management was recognized on theForbes Best-in-State Wealth Management Teams List for 2023, 2024, 2025 and now 2026!
This recognition serves as a reminder that we are committed to working every day toward the financial success of our clients.
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 by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com) 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com)
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com)
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com)
Cedarburg
Office Address:
W67 N222 Evergreen Blvd, Suite 203
Cedarburg, WI 53012
Local Phone:
262.618.4949
Fax:
262.618.4967
E-mail:
[email protected]
Sturgeon Bay
Office Address:
1408 Green Bay Road
Sturgeon Bay, WI 54235
Local Phone:
920.743.9590
Fax:
920.743.9592
E-mail address:
[email protected]