The Forbes ranking of America’s Top 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 experience, and the algorithm weighs 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 or SHOOK receive a fee in exchange for rankings.
For a link to the full article: https://www.forbes.com/top-wealth-advisors/#5c95913d1a14
For a link to the full description of the methodology used: https://www.forbes.com/sites/rjshook/2018/09/12/americas-top-wealth-advisors-2018/#13460c6f189dGo back