Forbes Best-In-State Wealth Advisors 2024
April 17, 2024

Heritage is proud to announce that Forbes | SHOOK Research has named Brian Gracie, John McCarthy, Brent C. Fuchs, and Stacey Spedden-Irrgang, as Best-In-State Wealth Advisors for Maryland on 4/3/2024 based on data from the time period of 6/30/22-6/30/2023. The list spotlights more than 8,500 financial professionals nationwide out of over 44,000 nominations.

Read more about the honor:

The Best in State Wealth Advisors award is independently produced by Forbes and is based on data from financial advisors, regulatory disclosures, and research by SHOOK. Each Best-In-State Wealth advisor—selected by SHOOK Research— is judged based on an algorithm of qualitative criteria gleaned through telephone and in-person due diligence interviews, as well as quantitative data. Advisors must have a minimum of seven years’ experience to qualify, with the algorithm weighing additional considerations such as revenue trends, assets under management, compliance records, and industry experience. Brian Gracie, John McCarthy, Brent C. Fuchs, and Stacey Spedden-Irrgang were nominated for the award. Neither the advisor nor their parent firm paid a fee to Forbes or SHOOK for the nomination or receipt of the award. The award was independently granted, and membership in an organization was not required. Working with a Forbes Best in State Wealth Advisor is no guarantee of investment success.