Awards and Accolades

 

Awards

Dark blue background with text, 2018-2019 Forbes: Best-In-State Wealth Advisors (California) Dark blue background with text, 2017-2019 Forbes: America's Top Next Generation Wealth Advisors

 

 

Press

Dark blue background with text, Dark blue background with text,

 

 

 

The Forbes rankings of California's Top Wealth Advisors, Top Next Generation Advisors, and America's Top Next Generation Wealth Advisors, developed by SHOOK Research, are ranking algorithms based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion.
 

1 Forbes “Best-In-State Wealth Advisors,” February 21, 2019, and February 15, 2018. 

2 Forbes “Next-Gen Wealth Advisors,” June 25, 2019, July 25, 2018, and July 25, 2017. 

 

Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nearly 30,000 and more than 21,000 nominations, respectively, for the Best-In-State Wealth Advisors and from more than 29,000, 23,000, and 19,000, respectively, for the Next-Gen Wealth Advisors.  Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors for the Forbes “Best-In-State Wealth Advisors” met the following basic requirements:  a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  Qualifying advisors for the Forbes “Next-Gen Wealth Advisors” were born in 1980 or later with a minimum of four years of relevant experience and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.