Forbes | Best-In-State Wealth Advisors 2025

Congratulations to Bernie Kent and Aaron Hodari on Being Named Forbes Best-In-State Wealth Advisors!

We are proud to share that Bernie Kent, JD, CPA, PFS and Aaron Hodari, CFP®, CIMA® have been recognized on the Forbes 2025 Best-In-State Wealth Advisors list—an honor that highlights the meaningful and impactful work they do every day on behalf of our clients.

At Schechter Investment Advisors, we believe that the best financial advisors go beyond numbers—they strive to make a real difference in the lives of their clients. They add meaning, clarity, and purpose to wealth by helping clients live better, more fulfilled lives. This recognition from Forbes, developed in partnership with SHOOK Research, reaffirms what we already know: Bernie and Aaron uphold the highest standards in the industry, driven by their unwavering commitment to fiduciary responsibility.

The Forbes rankings are rooted in a rigorous and thoughtful methodology. SHOOK Research evaluates advisors using both qualitative and quantitative data, including interviews, industry experience, assets under management, compliance records, and service models.

While the annual rankings often spotlight advisors in major financial hubs like New York and San Francisco, SHOOK also uncovers top-tier talent across the country—in places like South Carolina, Oklahoma, and right here in Michigan. This reinforces our belief that clients are often best served by local expertise and personal connection. Whether you're a tech entrepreneur, a business owner, or managing multi-generational wealth, having a trusted advisor close to home matters.

We congratulate Bernie and Aaron on this well-deserved recognition. Their commitment to excellence, integrity, and client-first service continues to raise the bar—not just at Schechter, but across the entire industry.

*Methodology: Forbes 2025 Best-In-State Advisors

Disclosure: This rating was published on April 8, 2025.  Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, 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.