Forbes Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry
experience, review of compliance records, fi rm nominations; and quantitative criteria, including: assets under management and revenue generated for their fi rms. Investment performance is not a criterion
because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance
or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: http://www.SHOOKresearch.com
Forbes ranks America’s Top Wealth Advisors who manage
nearly $1 trillion in client assets. These 250 honorees provide
more than investing acumen. Every day they are committed to
making a diff erence in their clients’ lives.Vetted by SHOOK Research, each advisor was hand selected
based on quantitative and qualitative criteria, including
telephone and in-person interviews.To fi nd a Forbes top-ranked advisor that is right for you and
your family, go to: Forbes.com/Top-Wealth-AdvisorsForbes’ Top-250 Wealth Advisors
Featured in Forbes Sept. 2019 Magazine