Understanding the Forbes | Shook® Next-Gen Wealth Advisors Rankings
The Forbes | Shook® Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings are developed by Shook Research, LLC. These rankings result from comprehensive independent research and a detailed ranking methodology created by Shook Research. They are released and distributed by Forbes based on data as of March 31, 2026, with publication in August 2026.
Shook Research employs a unique methodology combining various types of due diligence meetings, including in-person, virtual, and phone, to evaluate each advisor. This assessment considers several criteria:
- Impact on clients
- Industry experience
- Client retention
- Review of best practices
- Credentials and compliance records
- Firm nominations
- Quantitative factors such as assets under management and revenue for their firms
The candidates considered must have been born from 1987 onwards and require a minimum of four years of advisory experience. Importantly, investment performance is not included in the criteria, recognizing the differing client objectives and risk tolerances and the rarity of audited performance reports.
The purpose of Shook Research’s rankings is to assist investors in identifying and evaluating potential financial advisors. However, these rankings do not predict future performance or precisely represent any specific client experiences. Historical performance should not be seen as predictive of future outcomes.
These rankings serve informational purposes only and do not equate to a recommendation or endorsement to engage any particular investment advisor. Shook Research and Forbes earn no compensation for placement inclusion. Actions taken based on these rankings are at the sole risk of the user. Details of Shook Research’s complete methodology can be found at www.shookresearch.com.
Shook® is a registered trademark of Shook Research, LLC.