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Jason Koptish Named to Forbes Best in State Wealth Advisors List for 2025

07/01/2025

We are thrilled to announce that Jason Koptish, CWS®, CFP®, Managing Partner at Mainsail Wealth Advisors, has been named to the Forbes Top Wealth Advisors Best-In-State 2025 list. This marks his fourth consecutive year receiving this prestigious honor, which recognizes the nation’s top financial advisors for excellence in wealth management.

The Forbes ranking, developed by SHOOK Research, evaluates advisors based on several key factors, including revenue trends, assets under management, compliance records, and client satisfaction. Jason’s consistent inclusion in this list is a testament to his unwavering dedication to delivering exceptional financial strategies and advice. It highlights his continued success and ability to help clients achieve their financial goals with personalized, strategic guidance.

“Jason’s commitment to our clients and his leadership within our company are second to none,” said Scott Glaze, CRPC®, Managing Partner at Mainsail Wealth Advisors. “This recognition from Forbes year after year reflects not only his deep expertise, but also the trust he has built with the families and individuals we serve.”

As Jason continues to raise the bar in wealth management, we remain incredibly proud of his accomplishments. His inclusion in these elite rankings reflects his commitment to excellence and his dedication to providing the highest level of service to clients.

Congratulations, Jason, on this well-deserved accolade! We look forward to many more years of success and continued leadership at Mainsail Wealth Advisors.

Meet Jason See Forbes Best in State Ratings
The Forbes Best-in-State Wealth Advisors 2025 ranking, 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 advisors received the award. 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 visit Forbes for more info.