Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#7
Kentucky
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
#88
Kentucky
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#576
Source: Forbes.com (Awarded July 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.

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Asset Summary
As of Mar, 2024
$250K
Min Account Size For New Business
$1-5M
Typical Size Of Households
$1-5M
Typical Net Worth Of Relationships
$849M
Team Assets (Custodied)