Ted Smith Makes Forbes Best-in-State Wealth Advisors 2026 List

By AI, Created 7:01 PM UTC, June 01, 2026, /AGP/ – Integrated Equity Management founder Ted Smith was named to the Forbes Best-in-State Wealth Advisors 2026 list in the Minnesota-Minneapolis Area (High Net Worth) category. The recognition highlights his client-first approach and comes from a ranking built on direct evaluation by SHOOK Research.

Why it matters: - Ted Smith’s inclusion on the Forbes Best-in-State Wealth Advisors 2026 list gives Integrated Equity Management a national credential tied to client service and professional integrity. - The ranking is designed to matter to clients because it is based on direct evaluation, not paid placement. - Ted Smith’s profile can be viewed in Forbes’ full listing.

What happened: - Integrated Equity Management announced that Ted Smith, RHU, CLU®, ChFC®, Founder & Chairman and Private Wealth Manager, was named to the Forbes Best-in-State Wealth Advisors 2026 list. - Smith was recognized in the Minnesota - Minneapolis Area (High Net Worth) category. - The announcement was issued June 2, 2026, from Bloomington, Minnesota.

The details: - Forbes publishes the ranking in partnership with SHOOK Research. - Eligible advisors are evaluated face to face. - The process assesses both client impact and integrity. - No advisor pays to be ranked. - Cammy Smith, CEO & President of Integrated Equity Management, said the recognition reflects the standard Ted Smith has set since founding the practice. - Cammy Smith also said the Forbes and SHOOK Research process is rigorous because it is based on direct evaluation, not fees. - Ted Smith said the recognition matters because SHOOK Research meets with advisors directly and evaluates character. - Ted Smith said that standard matches his approach of putting clients first, staying disciplined and building transparent relationships.

Between the lines: - The award reinforces Ted Smith’s role as the public face of IEM’s long-standing wealth management business in the Minneapolis area. - The company is using the recognition to signal continuity between founder-led culture and current client service. - The ranking also functions as a trust signal in a market where high-net-worth clients often compare advisors on reputation as much as performance.

What’s next: - Integrated Equity Management is likely to continue highlighting the Forbes recognition in its client and marketing materials. - Smith’s full profile remains available through Forbes for clients and prospects who want to review the ranking criteria and category placement. - Integrated Equity Management continues to serve more than 926 households with about $1.3 billion in assets under advisement, as of December 2025. - The firm says it provides tailored financial planning and investment management to clients across 46 states.

The bottom line: - Ted Smith’s latest Forbes ranking adds outside validation to a Minneapolis-based wealth management firm built around founder-led client service and discipline.