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

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

Open registration: next up–Women & Next-Gens (use 12/31/17 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


**All data should be a/o end of Q4 ’17 (Dec. 31)**

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