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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“I'm not here to predict the markets, instead we do a phenomenal job as a team educating clients. So whether you go through challenging market environments like today or market environments like August 2020 where the market couldn't go any direction but up, you just have to be transparent and explain what to expect out of each asset class and the appropriate time horizons.”
Merrill Lynch Wealth Management
New York, NY
David Katz
TOP NEXT-GEN
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WEALTH
ADVISORS
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“Sustainable companies are higher quality companies so putting them through an extra screen to make sure that they have sustainability practices, high community standards, board diversity, and paid family leave, among other practices, only enhances our stock selection, methodology and philosophy.”
Morgan Stanley Wealth Management
Pasadena, CA
Katy Zhao
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 1000 advisors ranked state by state.
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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