2021 | 2022 | 2023

 

 

 

 

2020

 

 

 

 

2022 | 2023

 

 

^{Forbes' Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year in which published, andForbes' Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information on the selection methodology, see www.stifel.info/award-disclosures.}