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

Forbes Lists

#12
Minnesota
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.
#126
Minnesota - High Net Worth
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#33
Minnesota
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#335
Source: Forbes.com (Awarded Sept 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
#826
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

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Asset Summary
As of Mar, 2024
$5M
Min Account Size For New Business
$2.5-25M
Typical Size Of Households
$5-35M
Typical Net Worth Of Relationships
$3.9B
Team Assets (Custodied)