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

Forbes Lists

#182
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#11
Florida - South (Private Wealth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#26
Source: Forbes.com (Awarded July 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
#13
New York
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
About Andrew Vahab

Leads one of Citi's most successful wealth management teams with $1.3 billion in AUM and $9 million in annual revenue. The CFP leads the team's planning and investment committee.

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Asset Summary
As of Jun, 2023
$10M
Min Account Size For New Business
$5-25M
Typical Size Of Households
$10-50M
Typical Net Worth Of Relationships
$4B
Team Assets (Custodied)