The Forbes | Shook® Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings result from Shook Research, LLC’s independent study and proprietary ranking method. These rankings are released by Forbes.
Data for the rankings is current as of March 31, 2026, and published by Forbes in August 2026. Shook Research uses a unique methodology and algorithm, involving various due diligence meetings—conducted in-person, virtually, and via telephone. Advisors are evaluated on several criteria including client impact, industry experience, client retention, review of best practices, credentials, compliance history, and firm nominations. Quantitative factors include assets under management and revenue for their firms.
The rankings consider advisors born from 1987 onwards, who have a minimum of four years of advisory experience. Investment performance is not considered a criterion, as client objectives and risk tolerances differ, and advisors typically lack audited performance records.
Shook Research’s rankings provide a tool for investors to find and assess financial advisors. However, these rankings do not predict future performance or represent any individual client’s experience. They are informational and should not be viewed as an endorsement or recommendation of any specific investment advisor.
Shook Research accepts no liability for actions based on these rankings. Neither Shook Research nor Forbes accepts any compensation for ranking placements. For detailed information on Shook Research’s methodology, visit www.shookresearch.com. Shook® is a trademark of Shook Research, LLC.