Existing Members Sign In

NEW!! Forbes Next-Gen 500–LIVE
Next-Gen 500–see how they rank by state will be live soon!
Methodology

Last Rankings:
Feb. 28: Forbes: America’s Top Women Wealth Advisors.
Aug. 23 ’16 Forbes: America’s Top Wealth Advisors.

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

Deadline: Complete a survey anytime; still considering for Next-Gen & Mothers (use 9/30 data)

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

**NOTE: Merrill is aware of firewall issues affecting some FAs. Let us know if you have problems. 

Methodology for Ranking

Login

**All data should be a/o end of Q2 (June 30)**

   Click here to continue with survey.

Not Registered? Click here.

Login Issues? Please Contact Us.