Fairfield, Conn. – Moneco Advisors is proud to announce that Charlie Rocco, Managing Partner and CEO, has been named to the 2026 Forbes | SHOOK Best-In-State Wealth Advisors ranking, recognizing top advisors nationwide for industry leadership, client service, and commitment to helping clients navigate complex financial decisions with confidence.
Developed annually by Forbes in partnership with SHOOK Research, the list highlights advisors who demonstrate professionalism, experience, and client-focused service. This year’s honorees collectively oversee more than $20 trillion in client assets nationwide.
“We’re honored to see Charlie recognized on this year’s Forbes Best-In-State list,” said Ginnie Thompson, Managing Partner and COO. “His leadership and thoughtful approach to financial guidance continue to make a meaningful impact across our firm and the communities we serve.”
Under Rocco’s leadership, Moneco Advisors has grown its regional presence while maintaining a client-first philosophy centered on trust, transparency, and relationship-driven service.
“This honor reflects the relationships we’ve built with clients and the incredible team at Moneco Advisors,” said Rocco. “At the heart of what we do is helping clients feel informed, prepared, and confident in their financial decisions.”
The Forbes | SHOOK rankings are based on qualitative and quantitative factors including industry experience, best practices, compliance records, and in-depth interviews. The full methodology and 2026 rankings are available at Forbes.com.