2026 & 2025 Forbes Best-in-State Wealth Management Teams 

See full list of winners: Forbes award page

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).  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.

View award disclosure: Wells Fargo Advisors Disclosures

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). 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. 

 

Forbes Best-In-State Wealth Advisors 2018-2026

Malik J. Khaliq, Executive Director, Private Wealth Financial Advisor

See full list of winners: https://www.forbes.com/lists/wealth-management-teams-best-in-state

 2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 06/30/24-06/30/25 (Source: Forbes.com).

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.  View award disclosure: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

 

2026 Barron’s Top 1500 Financial Advisors

Malik J. Khaliq, Executive Director, Private Wealth Financial Advisor

2026 Barron’s Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron’s based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). View award disclosure: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

 

Malik Khaliq earned the designation of a 2026 Platinum Council Program member, which means ranked among the top advisors nationwide in Wells Fargo Advisors Financial Network.

Malik Khaliq, recognized as a Member of Wells Fargo Advisors Financial Network Platinum Council Since the Initiation of the Program in 2001.

He was ranked Diamond in 2024 & 2025. Ruby for 2026.

2024 - 2026: The Platinum Council distinction is held by a select group of Financial 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 Financial Advisors, Ruby – Next 40, Emerald – Next 75, and Sapphire – Next 125.

2023 and Prior: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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 structures.

 

Malik Khaliq has served in the past on the Wells Fargo Advisors' Brokerage Advisory Council providing feedback to management in an effort to identify opportunities on various firm projects and initiatives. Currently serving in the Ambassador Program.