Jason Koptish Recognized on the Forbes Best‑in‑State Wealth Advisors List for 2026
5/14/2026
We are extremely proud to share that Jason Koptish, CWS®, CFP®, Managing Partner at Mainsail Wealth Advisors, has once again been recognized on the Forbes Best‑in‑State Wealth Advisors list for 2026. This marks his fifth consecutive year earning a place on the list, which highlights top financial advisors across the country for excellence in wealth management.
The Forbes Best‑in‑State rankings, developed in partnership with SHOOK Research, are based on a rigorous evaluation process that includes assets under management, revenue trends, compliance history, and client satisfaction. Jason’s continued inclusion reflects his disciplined approach to advice, long‑term focus on client relationships, and commitment to delivering thoughtful, personalized financial strategies.
“Consistency is the hallmark of true excellence,” said Nick Shedd, CFA®, Partner at Mainsail Wealth Advisors. “Jason’s repeat recognition by Forbes is a testament to his unwavering commitment to our clients and the high standard of care he brings to our practice every single day. We are proud to have his leadership guiding the team.”
We are honored to see Jason’s work recognized at this level once again. His inclusion in the 2026 Best‑in‑State ranking underscores his ongoing commitment to excellence and his dedication to helping clients navigate their financial lives with confidence and clarity.
Congratulations, Jason, on this well‑deserved recognition. We are grateful for your leadership and look forward to the continued impact you make at Mainsail Wealth Advisors.
The Forbes Best‑in‑State Wealth Advisors 2026 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 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Advisors considered have a minimum of seven years of experience, and the algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and the lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 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 has been provided for the use of the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit www.forbes.com/best-in-state-wealth-advisors for more information.