Drew Grider Distinguished as a Top Wealth Advisor in Chicago Suburbs
In a notable achievement, Drew Grider, CFA, the President of Leelyn Smith, has secured the 26th position on the prestigious
Forbes Best-In-State Wealth Advisors 2026 list, specifically for the Chicago suburbs. This annual ranking is a collaboration between Forbes and SHOOK Research, aimed at spotlighting the most proficient financial advisors across the nation.
The methodology behind the rankings is thorough and multifaceted, assessing over
52,000 nominations from across the country. This extensive evaluation considers both quantitative and qualitative factors, including years of industry experience, compliance records, assets under management, client retention rates, and the wide-ranging services offered to clients. The rigorous criteria ensure that only the most dedicated and successful advisors are recognized, with Grider distinguished among
270 advisors considered in this category.
SHOOK Research emphasizes a stringent evaluation, requiring that nominees possess a minimum of seven years in advisory services. They assess revenue trends, client relationships, and established best practices through thorough interviews, ensuring that the top advisors not only excel in performance but also in client service and ethical standards.
Grider attributes part of this recognition to the collaborative and integrated approach at Leelyn Smith, which he founded on the principle that wealth management and tax strategy should operate in unison rather than as isolated functions. This innovative model has effectively catered to over
900 families across
31 states, fostering a unique environment where tax professionals and wealth advisors work side by side to provide comprehensive financial solutions.
“At the end of the day, the work is still about being a great advisor to the people who trust us,” says Grider. “Our structural integration allows us to serve our clients better. What truly matters is having a deep understanding of clients' needs and delivering our best insights consistently.”
The firm prides itself on customizing solutions to meet individual client situations, firmly believing that true financial service should prioritize relationship-building and client education. Grider’s recognition as one of the top wealth advisors further solidifies Leelyn Smith's mission to bring a sophisticated, coordinated approach to financial management that is rare in today’s industry landscape.
This accolade adds to the growing list of achievements for Leelyn Smith, restating the firm’s commitment to excellence in wealth management. The combined efforts of a dedicated team enhance the firm's ability to guide clients through every facet of their financial lives, ensuring proactive advice and strategic planning tailored to their aspirations and unique circumstances.
About Leelyn Smith
Leelyn Smith functions as an integrated advisory firm where wealth management, tax execution strategies, financial planning, and CFO services are harmonized. This structure allows them to maintain high-touch relationships and deliver bespoke financial advice that responds to the complexities of their clients' needs.
As the financial landscape continues to evolve, the acknowledgement of Drew Grider serves as a reminder that the principles of integrity, collaboration, and client attention remain paramount in delivering outstanding financial services in an increasingly competitive environment.
For additional inquiries or to contact Drew Grider and his team, insights can be gathered through their official channels. Stay tuned for future updates on their innovative approaches to wealth management and advisory services.