The 2019 ranking of Forbes’ Best-In-State Next-Gen Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.
InvestmentNews: 2020 40 under 40 List: Nominations were solicited from InvestmentNews readers and financial planning industry professionals. Nominees must be 39 or younger and are judged, by the editors of InvestmentNews, on their accomplishments, industry contributions, leadership, and promise (passion, enthusiasm, and ideas). 1,000 advisors were considered, 4% of candidates were named to the list. Individuals were selected solely based on the subjective opinions of InvestmentNews' editors and are not indicative of the advisor's future performance. Your experience may vary. For more information, please visit https://www.investmentnews.com/awards-and-recognition/40-under-40-2