![]() Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Fee paid to rating provider for advertisement materials after rating announced.įorbes/SHOOK Top Wealth Advisors (8/25/20). Ratings may not guarantee future success or results. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Fee paid to rating provider for advertisement materials after rating announced.įorbes/SHOOK Top Wealth Advisors (8/24/21). ![]() Fee paid to rating provider for advertisement materials after rating announced.įorbes/SHOOK Top Wealth Advisors (8/24/22). Fee paid to rating provider for advertisement materials after rating announced.įorbes/SHOOK Top Wealth Advisors (4/4/23). Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes America’s Top Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. Fee paid to rating provider for advertisement materials after rating announced.įorbes/SHOOK America’s Top Wealth Management Teamsįorbes America’s Top Wealth Management Teams (11/8/22). The Forbes/SHOOK Top Wealth Management Teams Best-In-State ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes/SHOOK Top Wealth Management Teams Best-In-Stateįorbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23).
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