The Forbes | Shook Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings result from independent research and due diligence by Shook Research, LLC. These rankings are published by Forbes using Shook’s proprietary ranking methodology.
Data reflects information as of March 31, 2026, with the rankings scheduled for publication in August 2026. The methodology involves in-person, virtual, and telephone due diligence meetings evaluating each advisor across various criteria. Criteria include client impact, industry experience, client retention, and best practices review. Other factors are credentials, compliance records, firm nominations, assets under management, and the revenue generated for their firms.
Shook considered advisors born from 1987 onwards, requiring at least four years of advisory experience. Investment performance is not a criterion because client objectives and risk tolerances vary. Advisors rarely provide audited performance reports.
These rankings aim to help investors find and evaluate financial advisors, not predicting future performance or representing any single client experience. Past performance does not guarantee future results. The rankings serve informational purposes only and should not be seen as endorsements to hire specific advisors.
Shook Research disclaims liability for actions based on these rankings. Neither Shook Research nor Forbes accepts compensation for ranking placement. For detailed methodology, visit www.Shookresearch.com. Shook® is a registered trademark of Shook Research, LLC.