Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
METHODOLOGY
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“You can save someone several millions of dollars on taxes or estate planning which can far outweigh investment returns.”
Miracle Mile Advisors
Los Angeles, CA
Sara Wendt
TOP NEXT-GEN
WEALTH ADVISORS
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BEST-IN-STATE
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“Diversity gives us a competitive edge and we are a diverse team not only because we think it is the right thing to do but we believe that having this diversity allows us to connect better with different clients.”
Morgan Stanley Wealth Management
Houston, TX
Arturo Karakowsky
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
METHODOLOGY
TOP FINANCIAL
SECURITY
PROFESSIONALS
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he wealth management population is aging, with
studies showing the average age of a financial
advisor is 55 years old and one in five advisors are 65
or over. According to estimates, more than one-third
of the workforce will retire over the next decade. Thankfully a good deal of the financial advice void will be filled by the members of Forbes/SHOOK Top Next-Gen Advisors list. The 1000 advisors honored were all born in 1983 or later and are excelling in this graying industry. Below you will find the top 100 advisors across the country.
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Illustrations by Patrick Welsh for Forbes
orbes and SHOOK Research
have ranked the to professionals
in the insurance industry in our
annual list of Top Financial
Security Professionals 2022. This year’s list includes an overall ranking of the best insurance professionals across the country, as well the top candidates in each state. There are more than 800 distinguished insurance specialists on the 2022 list who oversee client policies exceeding $1 trillion. As stocks face sharp declines this year and the economy teeters on the brink of recession, these distinguished security professionals are working hard to keep their clients calm and, more importantly, preserve their wealth.
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Illustrations by Patrick Welsh for Forbes
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