Forbes Cover August 23, 2016

NEW! Forbes/SHOOK Announce Top Advisor Summit

Click here for FORBES Top Wealth Advisors 2016

Methodology for Ranking
Aug. 23 Feature Story in Forbes; available online.

Step 1: Register here for survey l Step 2: click here to login.
Next Rankings:
Forbes: State-by-State, Top Women, Millennials
Working Mother cover story
Local pubs (San Fran Business Times, Atlanta, Boston, etc.)


Encore at Wynn Resorts
Las Vegas
March 15-17, 2017

Click here to Request an invitation I Go to Conference Homepage

An invitation-only event for America’s most elite Wealth Advisors and industry leaders.

 Who’s coming: 
     – The top Advisors, IBDs, RIAs & industry leaders.
Guest speakers: 
     – Keynote: Steve Forbes
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Jeremy Siegel — Prof. Wharton School of Bus.
     – Howard Marks — Oaktree
     – Joel Greenblatt — Gotham
     – Brian Wesbury — Chief Economist, First Trust Advisors
     – Gary Kaminsky — Co-Host Wall Street Week, Contributor to Fox Business & News

More to be announced soon.

…plus the highest rated Advisors and RIAs sharing best practices.

 Request an invitation.  

For more information please contact us or go to Forbes Conferences.

Wednesday: Cocktails & Dinner gala begin at 5pm
Thursday: Full day of programming & cocktails/dine-arounds
Friday: Programming until noon

Forbes features SHOOK’s 2016 Top Philanthropic Givers Ranking — Click Here.


SHOOK Research™ recognizes the most outstanding financial advisors in the business – each of whom represent the highest levels of ethical standards, professionalism and success in the business.

– R.J. Shook, Founder & President; and Founder & Former President of Winner’s Circle

We honor SHOOK advisors because they honor their clients…

Upcoming Rankings:

Magazine (7 million readers) (70 million monthly visitors)
– Top-100 (Feature Story: Aug 23; avail online)
– Millennials (March/April)
– Top-100 Women (Feb)
– State-by-State (Q2)
Working Mother Magazine
– Top-100 Mothers (Q2)
San Francisco Business Times (’17)
Atlanta Business Chronicle (’17)
Boston Business Journal (’17)
South Florida Business Journal (’17)

Our Missions

In the Industry…

To promote best practices.
To raise professional standards.

To the Investing Public…

To promote the value of advice.
Help investors find the right advisor.

Shook Badge Web 1

Why we chose Forbes…click here to compare to WSJ, Fortune & other pubs.


* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

** We believe in ranking the “role models” of the industry. To find them, SHOOK Research provides the deepest due diligence on Financial Advisors anywhere–we spend months evaluating each Advisor, including meeting with advisors in person as if we’re prospective investors.