SHOOK considered advisors born in 1982 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Barron’s ranks the top 100 advisory teams in the U.S. The rankings are based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors’ practices.
The full ranking can be seen here: https://www.barrons.com/report/top-financial-advisors/private-wealth/2021
This is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy.
Forbes/SHOOK Best-In-State Wealth Advisors (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20); (01/06/20, data as of 06/30/19); (02/20/19, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Wealth Advisors (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18); (09/26/17, data as of 06/30/17); (08/03/16, data as of 06/30/16). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (02/04/22). Data as of 09/30/21. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (03/24/21). Data as of 09/30/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (04/21/20). Data as of 09/30/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (04/30/19). Data as of 09/30/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (05/01/18). Data as of 09/30/17. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors (02/28/17). Data as of 09/30/16. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/04/22). Data as of 09/30/21. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (03/24/21). Data as of 09/30/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (04/21/20). Data as of 09/30/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (04/30/19). Data as of 09/30/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (05/01/18). Data as of 09/30/17. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Women Wealth Advisors Best-In-State (02/28/17). Data as of 09/30/16. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here. jpmorgan.com/wealth-management/wealth-partners/securities/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (09/21/22). Data as of 03/31/21. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/22/20). Data as of 03/31/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (06/25/19). Data as of 03/31/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/25/18). Data as of 03/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors (07/25/17). Data as of 03/31/17. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (08/03/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (09/21/21). Data as of 03/31/21. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (07/22/20). Data as of 03/31/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (06/25/19). Data as of 03/31/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (07/25/18). Data as of 03/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (07/25/17). Data as of 03/31/17. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Forbes/SHOOK America's Top Wealth Management Teams (11/08/22). Data as of 03/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/12/21). Data as of 03/31/21. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (09/21/20). Data as of 03/31/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/02/19). Data as of 03/31/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/08/18). Data as of 03/31/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Working Mother/SHOOK Top Wealth Advisor Moms (10/03/17). Data as of 03/31/17. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures jpmorgan.com/award-disclosures
Barron's Top 100 Financial Advisors (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20); (04/20/29, data as of 12/31/19); (04/22/19, data as of 12/31/18); (04/21/18, data as of 12/31/17); (04/15/17, data as of 12/31/16); (04/16/16, data as of 12/31/15). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top Women Financial Advisors (06/17/22, data as of 03/31/22); (06/18/21, data as of 03/31/21); (07/17/20, data as of 03/31/20); (06/07/19, data as of 03/31/19); (06/08/18, data as of 03/31/18); (06/15/17, data as of 03/31/17); (06/04/16, data as of 03/31/16). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 1,200 U.S. Financial Advisors (03/11/22, data as of 09/30/21); (03/12/21, data as of 09/30/20); (03/13/20, data as of 09/30/19); (03/08/19, data as of 09/30/18); (03/08/18, data as of 09/30/17); (03/15/17, data as of 09/30/16); (03/05/16, data as of 09/30/15). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 100 Private Wealth Management Teams (04/15/22, data as of 12/31/21); (04/16/21, data as of 12/31/20); (04/20/20, data as of 12/31/19); (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Barron's Top 50 Private Wealth Management Teams (04/20/20, data as of 12/31/19); (04/22/19, data as of 12/31/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Financial Planning (02/01/22, data as of 09/30/21); (01/26/21, data as of 09/30/20); (02/01/20, data as of 09/30/19); (01/29/19, data as of 09/30/18); (01/22/18, data as of 09/30/17). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
National Association of Plan Advisors (NAPA) Top DC Advisor Teams (03/22/22, data as of 12/31/21); (03/15/21, data as of 12/31/20). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
Financial Advisor IQ Leadership Council (11/21/21). Data as of 7/2021. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
Los Angeles Business Journal Most Influential Wealth Managers (08/05/19). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
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