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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)

NOW OPEN for State-by-State, Top Advisors, Women (use 6/30 data) & next year’s Next-Gen

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

 

Methodology for Ranking

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

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