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

Forbes Lists

#2
North Carolina
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.
#4
North Carolina
Source: Forbes.com (Awarded July 2024). Data compiled by SHOOK Research LLC based on time period from 12/31/22 - 12/31/23.
#31
North Carolina - East
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

More on Forbes

Nov 3, 2024

Anxious About The Election? Call Your Broker

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.
Asset Summary
$100K
Min Account Size For New Business
As of Mar, 2024
$370M
Team Assets (Custodied)
As of Mar, 2024
$500K-10M
Typical Net Worth Of Relationships
As of Mar, 2024
$500K-10M
Typical Size Of Households
As of Mar, 2024
$1.5B
Total Value of Policies
As of Dec, 2023