2026 Forbes Best-in-State Wealth Management Teams
We are pleased to announce that Pelorus Capital Management was recognized on the 2026 Forbes Best-in-State Wealth Management Teams List.
A Final Navigation System Designed For You
In marine navigation, a pelorus is a reference tool for maintaining bearing of a vessel at sea. Your Pelorus is the guidance we provide that goes far beyond investments. We work to prepare you for the future while charting a course through the potential blind spots in your financial life.
Pelorus Capital Management is a nationally recognized practice with clients from across the United States. Our clients are senior executives of publicly traded companies, technology entrepreneurs, owners of privately held businesses, attorneys, CPA’s, and retirees.
Pelorus Capital Management is a nationally recognized practice with clients from across the United States. Our clients are senior executives of publicly traded companies, technology entrepreneurs, owners of privately held businesses, attorneys, CPA’s, and retirees.
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We help you navigate through every aspect of your financial life.
Pelorus Capital Management - Headquarters
The Eddy Investment Group of Pelorus Capital Management
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.