Peay and Company. Confidential, Accessible, Proficient
The professionals at Peay and Company are singularly focused on helping our clients find their place of financial wellbeing. We are committed to doing whatever is necessary to help our clients reach this goal, while always being proficient, friendly, prompt and serving with complete confidentiality.
Peay and Company has recently received a significant honor; for the third year in a row, we have been named to the Forbes list of Top Wealth Management Teams – Best in State for 2026!
This year’s Best in State list spotlights teams across the country who were nominated by their firms – and then researched and interviewed, and recognized for their achievements.
In receiving this honor, we are reminded of the most important part of what we do – putting you, our client, first in everything we do. We hope that you’ll join us in celebrating this recognition.
As always, we appreciate your continued support and trust. We could not have done it without you.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
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There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
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