Page 99 - Forbes - USA (December 2019)

THE FUTURE

IS HERE

Engage with a Forbes-Ranked Next-Gen Wealth Advisor

Forbes ranks America’s top Next-Gen Wealth Advisors, whose teams
oversee half a trillion dollars in client assets. Vetted by SHOOK Research,
these top-ranked advisors represent the future of wealth management.

With an average tenure of 12 years, these advisors have weathered
market cycles and are proving to make a positive difference in

their clients’ lives.

See the Forbes top-ranked wealth advisors at
Forbes.com/top-next-gen-advisors

SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead 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, 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. Rankings are based on the opinions of SHOOK Research, LLC. Neither Forbes nor SHOOK Research receive compensation from the advisors or their
firms in exchange for placement on the ranking. For more information see www.SHOOKresearch.com.