Joseph P. Biondo, Chief Executive Officer, Chief Investment Officer, and Portfolio Manager of Biondo Investment Advisors, LLC, has been named for the fifth consecutive year to the 2026 Forbes Best-in-State Wealth Advisors list.
As noted in the list release, “After a strong run in recent years, investors are once again confronting uncertainty, with sudden swings that can challenge even seasoned market participants. These are the moments when financial advisors prove their worth. Beyond managing portfolios, they help clients navigate volatility, stick to long-term plans, and avoid costly emotional decisions. The advisors featured in the eighth annual Forbes | SHOOK Best-In-State Wealth Advisors ranking have done just that, guiding clients through an increasingly complex investment landscape.”
Shook Research’s qualitative data on ranking advisors noted that their research has found “the very best advisors are laser focused on making a difference in their clients’ lives; they want to add meaning and help them live better lives.” This is certainly true at Biondo Investment Advisors. Joseph P. Biondo adds, “We’ve long been dedicated to strengthening the financial futures of our clients and their families, creating meaningful progress that endures across generations.”
Learn More About the Forbes Best-in-State Advisors List*
SHOOK Research scours the financial services industry—banks, brokerages, custodians, insurance companies, clearing houses, and others—for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has received over 52,000 nominations—advisors who meet SHOOK’s thresholds. SHOOK invited 29,109 of these nominees to complete an online survey.
Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors is imperative.
SHOOK Research is the only rating firm that interviews advisors via telephone and in person at the advisor’s location.
For more information on their methodology, visit:
https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/
*Forbes Best-in-State Wealth Advisors (04/07/26). Data as of 06/30/25. SHOOK’s research and opinions may not be representative of any one client’s experience. Past performance does not guarantee future results. Use of the ranking, once released, for marketing purposes has been licensed for a fee.
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