Award Disclosures
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The 2025 AdvisorHub 250 Advisors to Watch RIA ranking was created to recognize excellence in all types of practices and advisors. AdvisorHub received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years experience, at least $150m in AUM, 2 years at current firm and in good standing, and a clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025 – 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation.
The 2024 AdvisorHub “200 RIAs to Watch” award was announced in June 2024. AdvisorHub received nominations from 339 firms for the award. Methodology: Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors are ranked on the 1) SCALE: size and makeup of their practice; 2) GROWTH: year-over-year growth; 3) and PROFESSIONALISM: certification, regulatory record, team makeup. Participation in this ranking is open to any firm or advisor and there are no fees for participation. All data is from 12/31/2022 and 12/31/2023. The award is valid 6/13/24 to 6/12/2025.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.
*Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2023. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. *Ranking Disclosure: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor.
source: Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” list, July 2018. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome. *Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor. *Ranking Disclosure: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor. *The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
The 2024 ETF.com Top 50 Registered Investment Advisors Award Criteria: Ability, to achieve returns for client portfolios, hit client goals, offer a breadth of specialties, exhibit a solid and consistent track record, maintain fiduciary interests for clients, and more. A key selection criterion is significant ETF allocation in client portfolios. Fee models, asset size minimums, diversity of teams, and asset management strategies were also considered. The list aims to feature a diverse list of advisors and firms from similar boutique firms to that of larger companies that may be able to provide more comprehensive financial management. No fee or compensation was provided or required for consideration or inclusion on this list. All individuals or entities were selected based solely on merit, publicly available information, and/or information provided directly by applicants. Data from January 2024 through June 2024 was evaluated for the award. The date of the award is November 21, 2024 and the award is valid until publication of the next list in November 2025.
The 2024 InvestmentNews “RIA Team of the Year (Under 10 Advisors) Award” nominees were announced in April 2024. The award recognizes the most outstanding advisory team or office with fewer than 10 staff (including full-time equivalents, advisors and support staff) that has displayed excellence over the past 12 months. Criteria considered includes employee value proposition (business development support, marketing support, education, training, philanthropy), overall client service and relationship management, unique business plan and strategies to interact with new and existing clients, spirit of innovation with use of wealth technology and digital platforms/tools, and industry reputation. The financial advisor does not pay a fee to be considered for or to receive this award. This is not indicative of this financial advisor’s future performance.