Awards and rankings are provided by unaffiliated third parties based on each organization’s methodology and eligibility requirements. They are not indicative of future performance, are not based on investment performance, and should not be construed as an endorsement by any client, the SEC, or another regulatory authority. They may not be representative of any individual client’s experience. Martin Wealth Solutions is not affiliated with Forbes, SHOOK Research, AdvisorHub, or ThinkAdvisor.
ThinkAdvisor Luminaries — Casey Bibb
Recognition: 2025 ThinkAdvisor Luminaries, Next-Gen Rising Stars — RIAs with Less Than $10 Billion in AUM/AUA
Casey Bibb was recognized by ThinkAdvisor in its 2025 Luminaries Next-Gen Rising Stars category. Candidates were nominated based on accomplishments and their qualitative and quantitative impact on their firms, clients, the financial-services profession, and the industry during the preceding 12–18 months. Nominations were reviewed by ThinkAdvisor’s editorial staff and Luminaries advisory board, with an independent panel of financial-services professionals participating in the selection process. There was no fee to submit a nomination or to be considered for this recognition. The recognition was based on information included in the nomination and was not based on investment performance or a survey of Martin Wealth Solutions’ clients.
View Casey Bibb’s ThinkAdvisor profile
AdvisorHub Advisors to Watch — Jim Martin
Recognitions:
2024 AdvisorHub 200 RIAs to Watch — ranked No. 184
2025 AdvisorHub 250 RIAs to Watch — ranked No. 193
The 2024 ranking was published in June 2024 and was based on information covering December 31, 2022, through December 31, 2023. The 2025 ranking was published in June 2025 and was based on information covering December 31, 2023, through December 31, 2024.
AdvisorHub ranked candidates based on three principal areas: the scale and quality of the practice, including assets, production and level of service; year-over-year growth in assets, client households and production; and professionalism, including regulatory history, industry experience, credentials, community involvement and team composition. Candidates completed and submitted information used in the evaluation. Investment performance and client feedback were not criteria.
Participation was open to qualifying advisers, and no fee was charged to participate in or be selected for the rankings. In 2024, 1,987 wealth managers were considered and 1,000 were recognized across AdvisorHub’s award categories, including 200 in the RIA category. In 2025, 1,974 wealth managers were considered and 1,000 were recognized across the award categories, including 250 in the RIA category.
Forbes Best-In-State Wealth Advisors — Jim Martin
Recognitions:
2025 Forbes/SHOOK Best-In-State Wealth Advisors — ranked No. 76 in Virginia–South
2026 Forbes/SHOOK Best-In-State Wealth Advisors — ranked No. 69 in Virginia–South
The 2025 ranking was published by Forbes in April 2025 and was based on information covering June 30, 2023, through June 30, 2024. The 2026 ranking was published in April 2026 and was based on information covering June 30, 2024, through June 30, 2025.
The rankings were developed by SHOOK Research using qualitative and quantitative criteria. Qualitative considerations included interviews and evaluations of client impact, industry experience, client retention, business practices, professional credentials, compliance records and firm nominations. Quantitative considerations included assets under management and revenue generated for the adviser’s firm. Investment performance was not a selection criterion.
Neither Forbes nor SHOOK Research received compensation from Martin Wealth Solutions or Jim Martin in exchange for placement in these rankings. The rankings represent the opinions of Forbes and SHOOK Research and are not guarantees of future performance or representative of any individual client’s experience.
View Jim Martin’s Forbes profile
View the SHOOK Research methodology
Martin Wealth Solutions may pay a licensing fee after selection for the right to use the award logo in marketing. No compensation was paid to obtain the recognition.
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