Forbes Cover August 23, 2016

We are experiencing extremely high volumes of traffic.  

Feb. 28: Forbes: America’s Top Women Wealth Advisors.
Aug. 23 Forbes: America’s Top Wealth Advisors.

Step 1: Register here for survey
Step 2: click here to login
(Fill out ONE survey for all rankings)

Deadline: Group 7–June 5; Group 8–June 7

Next Rankings:
Forbes: State-by-State, Millennials
Working Mother cover story
Local pubs (San Fran Business Times, Atlanta, Boston, etc.)

SHOOK is the only research organization that focuses on the quality of the Advisor (methodology).


Forbes/SHOOK Top Millennials Event

October 1-3

Opening night entertainmentZedd and others to be announced soon.

  • Investment leaders: Ray Dalio (Bridgewater), Paul Tudor Jones (Tudor Group)
  • The Rising Stars, as identified in our Forbes/SHOOK M ranking
  • America’s Top Advisors — Jeff Erdmann (Merrill), Mark Curtis (Morgan), Paul Pagnato (PagnatoKarp), and more.

Details to follow…(click here if you’d like us to keep you in mind)



Thank you for joining us in Vegas!!

Sold out/oversubscribed in less than 3 weeks.  (Click here for agenda)
Forbes survey: 94% of attendees rated us “Best event”

Coverage by CNBC & Forbes
    – “Best industry event ever!”
     – “By far my favorite conference”
     – “Best speakers”
     – “I’m definitely coming back next year”
     – “…a notebook full of ideas!”
     – “Best industry insights I’ve heard at a conference”
     – “All-time favorite event I’ve ever gone to”
     – “Thank you Forbes & Shook…a game-changer”

Guest speakers: 
     – Keynote: Steve Forbes
     – R.J. Shook — Founder, President, SHOOK Research
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Anthony Scaramucci — Senior Advisor to the President of the United States
     – 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
     – …plus the highest rated Advisors and RIAs sharing best practices.

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 (April/May)
– Top-100 Women (Feb 28)
– State-by-State (Summer)
Working Mother Magazine
– Top Mothers (Q3)
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.