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Forbes Lists

#30
Alabama
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#6
Alabama
Source: Forbes.com (Awarded July 2022) Data compiled by SHOOK Research LLC based on time period from 12/31/20 - 12/31/21.

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Asset Summary
$5M
Min Account Size For New Business
As of Jun, 2023
$429M
Team Assets (Custodied)
As of Jun, 2023
$5-60M
Typical Net Worth Of Relationships
As of Jun, 2023
$2-48M
Typical Size Of Households
As of Jun, 2023
$1B
Total Value of Policies