Jake Falcon and Cory Bittner Named to Forbes 2025 Best-In-State Wealth Advisors List

By Luke Sullivan on April 14, 2025

We are pleased to share that our wealth advisors, founders, and leaders, Jake Falcon and Cory Bittner, have been named to the 2025 Forbes Best-In-State Wealth Advisors list. This accolade highlights the skill, dedication, and service they provide to our clients.

About the Forbes Best-In-State Wealth Advisors List

The Forbes Best-In-State Wealth Advisors list is a ranking that acknowledges the top wealth advisors across the country. Advisors are evaluated based on various criteria, including their experience, assets under management, client retention, and industry reputation. The rankings are compiled by SHOOK Research, which uses financial data and interviews of candidates to establish rankings.

No Stranger to Recognition

Jake and Cory have each been named to the Forbes Best-In-State Wealth Advisors list since 2023. In addition, Cory was named to the Forbes’ Best-In-State Next-Gen Wealth Advisors list in 2023 and 2024. Jake was named to the Forbes’ Best-In-State Next-Gen Wealth Advisors list from 2018 to 2020 and the AdvisorHub Advisors to Watch list in 2023 and 2024.

Our Commitment to You

We strive to provide the highest level of service and knowledge to our clients. All of the recognition Jake and Cory receive reinforces this commitment and represents the efforts of our team as a whole. We also know we couldn’t have the opportunities to be a part of such recognition without our clients. We’d like to recognize and thank all of you, too! We are here to help you enhance your financial literacy and explain exactly what your financial plan means to you.

Thank you for your continued trust.

Click here to view the full list

Falcon Wealth Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Falcon Wealth Advisors and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Falcon Wealth Advisors and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Falcon Wealth Advisors and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Falcon Wealth Advisors and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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