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Forbes' List of America's Top 250 Wealth Advisors - Methodology

Forbes' List of America's Top 250 Wealth Advisors
Methodology (as worded by Forbes)

"The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of August 2022: 36,110 nominations received, based on thresholds – 20,240 invited to complete online survey – 15,072 telephone interviews – 3,078 in-person interviews at Advisor’s location - 1,357 virtual interviews.”

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Additional detailed ranking methodology information can be accessed by clicking on the relevant year below
2016 ~ 2017 ~ 2018 ~ 2019 ~ 2020 ~ 2021 ~ 2022

Further Disclosure: Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.