Industry Recognition

We are proud to be recognized by industry organizations for our focus on delivering trusted advice and meaningful guidance to the individuals and families we serve.

Tommy Doyle: 2026 Forbes Best in State Wealth Advisor

Tommy Doyle earned recognition as a 2026 Forbes Best-in-State Wealth Advisor, reflecting a consistent focus on guiding clients through complex financial decisions with clarity and intention. This distinction highlights his dedication to building strategies that support long-term success and meaningful outcomes.

2026 - 2025 Best In State Wealth Management Teams

We are proud to share that Harvie Wealth Management Group has been named to the 2026 and 2025 Forbes Best-in-State Wealth Management Teams lists. These recognitions reflects our ongoing commitment to helping clients pursue their financial goals with clarity and confidence.

Tommy Doyle: 2025 Forbes Top Next-Gen Wealth Advisors

Selected from thousands of advisors across the country, this recognition reflects the confidence our clients place in us and our dedication to delivering objective, high-quality wealth management.

Platinum Council Advisor

The Platinum Council Advisor designation recognizes a select group of advisors for exceptional professional achievement and outstanding client service through thoughtfully developed financial solutions.

Tommy Doyle: 2025 - 2026 Platinum Council Advisor – Sapphire

Chris Harvie: 2024 - 2026 Platinum Council Advisor – Ruby

Disclosures

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Platinum Council levels are based on the previous calendars years gross revenue and are defined as follows: Diamond- Top 15 Financial Advisors, Ruby-Top 2% (including Diamond recipients), Emerald- Next 5%, and Sapphire-Next 8%

The Platinum Council distinction is held by a select group of Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. Platinum Council levels are based on the previous calendar year's gross revenue in rank order and are defined as follows: Diamond - Top 10; Ruby - Next 40; Emerald - Next 75; and Sapphire - Next 125.