Forbes America's Top 100 Next-Gen Wealth Advisors 2024 List
AUGUST 08, 2024, 10:00 AM
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- The business of financial advice has long been dominated by graybeards. In fact, only 30% of advisors today are under age 40, according to the Certified Financial Planner Board of Standards. Still, there is no minimum age requirement for offering prudent financial advice. The Forbes/SHOOK Top Next-Gen Advisors list features 100 top professionals who were born in 1985 or later. This group of young advisors all have long careers ahead of them and cumulatively manage nearly $279 billion in assets.
The Highlights
Data provided by SHOOK® Research, LLC. Data as of 3/31/24. SHOOK considered advisors born in 1985 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. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. 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. SHOOK is a registered trademark of SHOOK Research, LLC.
The Full List
Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile.
- NAMECOMPANYCITYSTATEMINIMUM ACCOUNT SIZE FOR NEW BUSINESSTEAM ASSETS (CUSTODIED)TYPICAL NET WORTH OF RELATIONSHIPSTYPICAL SIZE OF HOUSEHOLD ACCOUNTS1Matt Van BeekMerrill Wealth ManagementSeattleWashington$2.5M$3.5B$25-75M$5-75M2Nick FranciaUBS Private Wealth ManagementWashingtonDistrict of Columbia$5M$4.6B$10-75M$5-30M3Matthew GalloMerrill Wealth ManagementWalnut CreekCalifornia$250K$1.1B$1-20M$1-10M4William Gomez-MollerUBS Private Wealth ManagementCoral GablesFlorida$50M$2.5B$100M-1.5B$70-500M5John HudspethMerrill Wealth ManagementNaplesFlorida$2.2M$818M$3-25M$2-15M6Ryan MagnesenMorgan Stanley Wealth ManagementOak BrookIllinois$500K$6.3B$1-3M$2-5M7Jordan LissMerrill Wealth ManagementShort HillsNew Jersey$2.5M$1B$3-20M$2.5-10M8Eric OlsonMorgan Stanley Private Wealth ManagementScottsdaleArizona$10M$4.5B$30-200M$15-200M9Sara WendtMiracle Mile AdvisorsLos AngelesCalifornia$3M$3.7B$10-25M$4-7M10Jonathan PetersMorgan Stanley Wealth ManagementDeerfieldIllinois$500K$3B$1.5-50M$2-55M11Jeffrey BrowneMerrill Wealth ManagementMount LaurelNew Jersey$500K$1.1B$2-5M$2-6M12Garrett BurkeMerrill Private Wealth ManagementHeathrowFlorida$1M$1.9B$20-50M$1-10M13Brendan BurkeMerrill Private Wealth ManagementHeathrowFlorida$1M$1.9B$20-50M$1-10M14Chris DillonUBS Wealth ManagementBostonMassachusetts$2M$1.7B$10-100M$5-50M15Profile SpotlightDerek JancisinMerrill Private Wealth ManagementPittsburghPennsylvania$2.5M$1B$10-50M$2.5-25M16Harris RingelheimUBS Wealth ManagementGarden CityNew York$500K$1.2B$500K-5M$250K-3.5M17Kyle OlsonMerrill Wealth ManagementNew YorkNew York$2M$1.2B$10-50M$2-25M18Profile SpotlightMichael R. LaCroixMorgan Stanley Wealth ManagementSan DiegoCalifornia$1M$651M$2.5-125M$4-20M19Jens PascucciMerrill Wealth ManagementSeattleWashington$500K$3.2B$5-70M$2-50M20Hollis MontgomeryMorgan Stanley Wealth ManagementAtlantaGeorgia$2M$8B$3-50M$1-10M21Alex RykkenRBC Wealth ManagementEdinaMinnesota$100K$929M$2-100M$1-5M22Rachel BarzilayMerrill Wealth ManagementBoca RatonFlorida$3M$1.4B$6-20M$2-15M23Profile SpotlightJames BogartBogart WealthMcLeanVirginia$1M$2.7B$1-35M$1-27M24Michelle HansonMerrill Wealth ManagementNew YorkNew York$500K$1B$1-100M$500K-50M25Worth BoyceUBS Private Wealth ManagementAventuraFlorida$20M$4.6B$50M-4B$25M-1.5B26Profile SpotlightKyle KelleyMerrill Wealth ManagementHoustonTexas$500K$7.6B$2.1-12M$1.1-6.5M27Michael KarsaLido AdvisorsChicagoIllinois$1M$2.4B$3.5-50M$2-20M28Elizabeth EvansEvans May WealthCarmelIndiana$1M$1.2B$2-125M$1-100M29Dominic AltobelliMerrill Wealth ManagementChicagoIllinois$1M$2B$5-15M$4-40M30Megan PortacciUBS Private Wealth ManagementPlanoTexas$1M$1.8B$5-15M$3-10M31Christopher BattagliaMerrill Wealth ManagementNew YorkNew York$2M$2.2B$3.5-8M$2.2-4M32James TaylorMorgan Stanley Wealth ManagementNew YorkNew York$5M$2B$10-250M$5-175M33Krystal JuliusMerrill Wealth ManagementWayzataMinnesota$2M$1.3B$1-10M$1-10M34Stockton SchultzUBS Wealth ManagementPhoenixArizona$1M$2.4B$1-10M$1-5M35Andrew FeichterWilliam BlairChicagoIllinois$10M$624M$10-250M$10-250M36Travis FrayardUBS Private Wealth ManagementLafayetteLouisiana$2M$1.5B$1-12M$2-8M37Robbie KornegayTruist Investment ServicesRaleighNorth Carolina$1M$2.3B$1-8M$1-5M38David MillerMorgan Stanley Wealth ManagementPlanoTexas$1M$240M$2-15M$1.5-7.5M39Trey MahoneyUBS Private Wealth ManagementPalm Beach GardensFlorida$1M$2.1B$2-30M$2-20M40Jeremy JacquesJacques FinancialRockvilleMaryland$0$411M$500K-5M$450K-3M41Jeremy KellerUBS Private Wealth ManagementLas VegasNevada$5M$6B$5-20M$4-10M42Profile SpotlightJason GoldstrichMorgan Stanley Wealth ManagementCoral GablesFlorida$5M$5.7B$12-70M$6-30M43David HancockMerrill Wealth ManagementColumbusGeorgia$1M$1.6B$2-10M$1-5M44Profile SpotlightDavid LautAbound FinancialGranite BayCalifornia$1M$390M$1-50M$1-10M45Fred HaasMerrill Wealth ManagementGreensburgPennsylvania$500K$526M$500K-7M$500K-4M46Profile SpotlightSach TrivediTruist Investment ServicesWinter ParkFlorida$1M$1.2B$2-35M$1-65M47Matthew ClarkWilliam BlairBaltimoreMaryland$250K$1B$5-15M$1-5M48Tommy HolderMerrill Wealth ManagementStuartFlorida$2M$573M$3-15M$1-10M49Profile SpotlightTrung LamJ.P. Morgan Wealth ManagementSanta ClaraCalifornia$1M$595M$2-10M$1-10M50Austin R. Del'VeUBS Private Wealth ManagementLos AngelesCalifornia$5M$6.3B$2-50M$10-50M51Joey McListerMorgan Stanley Private Wealth ManagementWashingtonDistrict of Columbia$2M$6.5B$2M-1B$2-75M52Profile SpotlightSam SolondzTruist Investment ServicesWashingtonDistrict of Columbia$2M$474M$4-50M$2.5-15M53Tony ZhangMorgan Stanley Private Wealth ManagementPasadenaCalifornia$5M$638M$20-50M$5-10M54Daniel EmersonUBS Wealth ManagementAtlantaGeorgia$1.5M$1B$3-8M$1.5-5M55Shyan ArdalanMerrill Wealth ManagementLos AngelesCalifornia$1.5M$673M$3.5-250M$2-150M56Profile SpotlightTyler SeelowJ.P. Morgan Wealth ManagementLouisvilleKentucky$0$463M$750K-20M$250K-15M57Kayvon SarmadiUBS Wealth ManagementWashingtonDistrict of Columbia$5M$835M$10-150M$7-50M58Christian BlockerMerrill Wealth ManagementAventuraFlorida$1M$1B$5-25M$4-25M59Profile SpotlightMatthew FournierJ.P. Morgan Wealth ManagementLos AngelesCalifornia$1M$1.1B$5-100M$5-50M60Andrew CottrellMerrill Wealth ManagementCincinnatiOhio$500K$595M$2-30M$1-25M61Griffin McQuillingMorgan Stanley Private Wealth ManagementNew YorkNew York$5M$4.1B$50-300M$10-100M62Cy KolodEdward JonesEliotMaine$0$309M$1-4M$750K-3M63Matt ShetlerMerrill Wealth ManagementState CollegePennsylvania$500K$1.8B$1.5-3M$1-3M64Profile SpotlightNick LoMaglioUBS Wealth ManagementChicagoIllinois$1M$564M$7-20M$5-80M65Profile SpotlightTom KlingmanKlingman & AssociatesNew YorkNew York$2M$3.5B$5-50M$3-40M66Alex MayerMorgan Stanley Wealth ManagementNew YorkNew York$0$2.7B$5-45M$5-25M67Adam BandMerrill Wealth ManagementNorth BethesdaMaryland$3M$2B$3-10M$3-5M68Sara WohlMerrill Wealth ManagementAnn ArborMichigan$1M$582M$1-10M$1-10M69Jake DeCotiisWells Fargo AdvisorsShort HillsNew Jersey$2M$2.2B$20M-5B$15-250M70David GlicksteinMorgan Stanley Wealth ManagementNew YorkNew York$2M$2.7B$3-10M$2-10M71Brian SharpMerrill Wealth ManagementNorth BethesdaMaryland$2.5M$2B$3.5-12M$2.5-7.5M72Chris MunroeMorgan Stanley Wealth ManagementChicagoIllinois$0$13.4B$500K-5M$100K-2M73Scott MacDonaldUBS Private Wealth ManagementPhoenixArizona$12M$546M$19-35M$5.5-20M74Profile SpotlightNicole AnzoateguiMorgan Stanley Wealth ManagementPalo AltoCalifornia$2M$764M$3.5-25M$1.5-8M75Michelle PlaceMerrill Wealth ManagementNorthbrookIllinois$2.5M$518M$2.5-20M$1-7.5M76Thomas HurleyMerrill Private Wealth ManagementCincinnatiOhio$5M$8.1B$10-250M$5-100M77David DudekMorgan Stanley Private Wealth ManagementSan FranciscoCalifornia$5M$3B$5-20M$3-7M78Profile SpotlightWesley BurnsLPL FinancialSeattleWashington$0$614M$1-10M$500K-8M79DJ CarcieriMerrill Wealth ManagementProvidenceRhode Island$2M$836M$5-15M$1.5-10M80Profile SpotlightSam SackMorgan Stanley Wealth ManagementNew YorkNew York$0$891M$50K-10M$20K-5M81Bijan BehboodiUBS Private Wealth ManagementBellevueWashington$5M$1.7B$10-80M$5-50M82William Oakland IIIMorgan Stanley Wealth ManagementNew OrleansLouisiana$2M$1.4B$3-10M$1-10M83Kyle AdamsStifelWoosterOhio$0$968M$2.1-7.2M$1.6-5.7M84Profile SpotlightRoberto BarbanenteMorgan Stanley Wealth ManagementDeerfieldIllinois$5M$2.1B$5-75M$3-75M85Shen LiMerrill Private Wealth ManagementChicagoIllinois$2.5M$2.3B$10-50M$5-50M86Sam SinclairUBS Wealth ManagementRocklandMassachusetts$2M$6.4B$3-10M$1-6M87Profile SpotlightKatie HancockMorgan Stanley Wealth ManagementTuscaloosaAlabama$5M$4.8B$25-100M$5-50M88Richard FetherolfMerrill Wealth ManagementPonte Vedra BeachFlorida$1M$2B$3-50M$2.5-15M89Corey MazzaUBS Private Wealth ManagementLos AngelesCalifornia$10M$3.2B$40-200M$15-120M90Dakota HoltgrieveEdward JonesPrattKansas$250K$458M$1-5M$428K-3.7M91Kevin HerefordWells Fargo Advisors Financial NetworkSt. LouisMissouri$0$427M$2-40M$1-10M92Justin BellStifelNew YorkNew York$1M$750M$5-100M$5-50M93Robert VaughanMorgan Stanley Private Wealth ManagementMenlo ParkCalifornia$2M$52B$125-175M$65-85M94Profile SpotlightLauren KonstantinUBS Wealth ManagementWhite PlainsNew York$2M$2.7B$1.5-15M$1-10M95Eric WorrellWells Fargo AdvisorsGriffinGeorgia$750K$827M$3-12M$1-5M96Jack MullenMerrill Private Wealth ManagementChicagoIllinois$2.5M$7.7B$10-50M$25-35M97Kyle SegelleAmeriprise Financial ServicesChesterfieldMissouri$500K$1.2B$1-25M$500K-10M98Nina DaoudAmeriprise Financial ServicesOxfordConnecticut$100K$651M$2.5-5M$100K-5M99David DreifussWilliam BlairChicagoIllinois$0$1.3B$3-40M$1-25M100Jonathan SmithAmeriprise Financial ServicesLouisvilleKentucky$0$882M$500K-2.5M$225K-4M
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