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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 April 2024: 44,990 nominations received, based on high thresholds - 23,876 invited to complete online survey - 20,412 telephone interviews - 4,926 in-person interviews at advisor's location - 1,507 virtual interviews. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.


Additional detailed ranking methodology information can be accessed by clicking on the relevant year below
2016 ~ 2017 ~ 2018 ~ 2019 ~ 2020 ~ 2021 ~ 2022 ~ 2023 ~ 2024

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.