James Warner Named to Forbes Best-In-State List for 2026

Once again, James Warner, CEO and Lead Wealth Manager of Warner Wealth, has been named as one of Forbes' Best-In-State Wealth Advisors for 2026!

This accolade is an honor and a testament to the care and commitment James and his team put forth to ensure their clients receive the highest level of service and experience. As one of the fastest growing firms at LPL*, James strives to help his clients with their entire financial portfolio, from taxes and Medicare to financial plans.

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Forbes partners with SHOOK Research to create their Best-In-State Wealth Advisors* rankings, and the criteria goes way beyond assets under management. They look into the advisor's credentials and experience, client retention and impact, compliance record, best practices, and community involvement.

“I’m truly honored to be named to this prestigious list again and grateful for the incredible support of the Warner Wealth team. Their dedication allows me to focus on what matters most—helping clients pursue their financial goals. This recognition wouldn’t be possible without our clients, who inspire the work we do every day,” said James.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

LPL Financial’s Summit Club program is based on annual production among LPL-affiliated investment programs only. Not all 28,000 advisors are ranked.

Professionals associated with Warner Wealth may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Warner Wealth, a registered investment advisor; or (2) solely tax professionals of Warner Allred Tax Solutions, and not affiliated with LPL Financial. Tax related services offered through Warner Allred Tax Solutions DBA Warner Wealth. Warner Allred Tax Solutions is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services. Warner Wealth and DBA Warner Wealth are separate entities from LPL Financial.