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Forbes Lists

#5
Massachusetts - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#105
Source: Forbes.com (Awarded Aug 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.

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Asset Summary
As of Jun, 2023
$500K
Min Account Size For New Business
$1M-1B
Typical Size Of Households
$1-25M
Typical Net Worth Of Relationships
$2.3B
Team Assets (Custodied)