Congratulations to Grimes & Company advisors Emily Wood, Jennifer Moran, and Janelle Coulman for being recognized as a 5-Star Wealth Management Team by InvestmentNews. These annual awards acknowledge teams across the country who have demonstrated a measurable client impact and broader industry contributions. For a full breakdown of the methodology and criteria used to evaluate potential candidates for this distinction, please refer to the details below, and read the full InvestmentNews article here.
The Grimes & Company Wealth Management, LLC (“Grimes & Company”) team of Emily Wood, Jennifer Moran and Janelle Coulman was recognized in the InvestmentNews “5-Star Wealth Management Teams” listing for 2026. InvestmentNews evaluated nominated U.S.-based advisory teams consisting of three or more advisors affiliated with a registered wealth management or financial advisory firm.
According to InvestmentNews, the award was based on a combination of qualitative and quantitative factors, including demonstrated client growth and retention over the prior 12 months, team operational success, client impact, fiduciary-focused practices, strategic growth initiatives, service innovation, and overall business scale indicators such as assets under management and team results. The evaluation was conducted by the InvestmentNews research and editorial teams based solely on information submitted through the nomination process. No independent third-party judging panel was used.
A total of 772 firms were considered, and 97 firms received recognition, representing approximately 12.65% of nominees.
This award does not evaluate investment performance or returns relative to benchmarks and is not indicative of future performance or client experience. The award also does not constitute an endorsement by current clients.
No fee was paid by Grimes & Company to be considered for the award. However, InvestmentNews may offer recipients the opportunity to purchase marketing or promotional materials related to the recognition. The purchase of such materials was not a condition of receiving the award and did not influence selection.
The award was granted on May 12, 2026 and was based on information provided by nominees regarding the prior 12-month period.
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