EmVision Capital Advisors Ranks #71 in Ohio on Forbes’ 2026 Best-in-State Wealth Management Teams List

Published by James Artale

We’re proud to share some exciting news—and this one truly represents a major milestone for our firm.

Forbes has named EmVision Capital Advisors a 2026 Best-in-State Wealth Management Team, ranking us #71 in the state of Ohio. What makes this recognition especially meaningful is the progress behind it: just one year ago, we ranked #177. We feel moving up that significantly in a single year speaks volumes about our momentum, our people, and the trust our clients place in us every day.

This recognition isn’t just a number. We believe it reflects how we operate, how we grow, and how seriously we take our responsibility to the families we serve and the advisors we partner with.

What The Forbes Best-in-State Ranking Represents

The Forbes Best-in-State Wealth Management Teams ranking is developed in partnership with SHOOK Research, a firm widely respected for its rigorous and qualitative evaluation process. Unlike rankings based solely on size or production, this list is designed to identify teams that demonstrate excellence across the full client experience.

The methodology considers:

  • In-depth interviews with nominated teams

  • Quantitative factors such as growth, assets, and revenue trends

  • Qualitative factors like service models, leadership, team structure, and client retention

The result is a ranking that highlights teams focused on long-term relationships, disciplined growth, and putting clients first.

Why This Matters To Our Clients

For our clients, we hope this recognition offers reassurance and validation.

It reflects that the team you’ve chosen to work with is not only growing, but growing the right way. It reinforces our commitment to thoughtful planning, disciplined investment management, and a holistic approach that looks beyond portfolios to the bigger picture of your life, family, and future.

Most importantly, it underscores something we believe wholeheartedly: great financial outcomes are built through consistency, collaboration, and trust over time.

Why This Matters to Advisors—Both Current and Future

This recognition also carries special meaning for advisors—both those who are already part of EmVision and those considering joining our team.

Moving from the #177 to #71 in one year reflects:

  • A scalable, advisor-friendly platform

  • A collaborative culture built on shared values

  • A client-first philosophy that supports long-term success

  • A firm that invests in people, infrastructure, and growth

For advisors navigating succession planning, career transitions, or the next phase of their practice, this ranking signals that EmVision is a place where advisors can grow, thrive, and build something lasting without compromising how they serve their clients.

Built With Purpose, Growing With Intention

Founded in 2015 as The Embrescia Wealth Management Group, EmVision Capital Advisors was built on a simple idea: wealth management should be personal, transparent, and values-driven. As we’ve grown, that philosophy hasn’t changed, it’s only been strengthened.

Our services span:

  • Wealth and investment management

  • Retirement and income planning

  • Estate and legacy planning

  • Insurance and risk management strategies

All delivered through a holistic, “personal CFO” approach designed to support clients across every stage of life.

A Shared Achievement

As our Founder and CEO, Michael Embrescia, often reminds us, growth only matters if it benefits the people we serve. This recognition belongs to our entire team and to the clients and partners who trust us with some of life’s most important decisions.

We’re incredibly proud of how far we’ve come, energized by where we’re headed, and grateful for the relationships that make this journey possible.

Questions about this recognition? We'd love to chat with you about it. Contact us today!

 

James Artale is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through EmVision Capital Advisors, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Registration as an Investment Adviser does not imply any level of skill or training. 

2026 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary.

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