We would like to congratulate Joseph D. Anderson on being named to Forbes’ Best-In-State Wealth Advisors list for 2022. Joe was ranked #13 out of 113 advisors on the list for Southern California (High Net Worth).
As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $4 billion in assets under management and has grown our client base to over 3,400 in just fifteen years of the firm opening. Joe is also the co-host of Your Money, Your Wealth®, a financial talk radio show, podcast, and television broadcast.
About the Award
Data provided by SHOOK® Research, LLC. Data as of 6/30/21 Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names.
