Forbes Top Next-Gen Wealth Advisors 2021

Important Information:

Forbes Top Next-Gen Wealth Advisors Data provided by SHOOK® Research, LLC. Data as of 3/31/21. Source: Forbes.com (September 2021). SHOOK considered advisors born in 1982 or later with a minimum 4 years as a financial advisor. These financial advisors have: built their own practices and led their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.