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.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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