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

Forbes Lists

#34
Illinois - Chicago (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.
#12
Illinois
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.
Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#137
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 Jun, 2023
$10M
Min Account Size For New Business
$10-150M
Typical Size Of Households
$10-100M
Typical Net Worth Of Relationships
$8.3B
Team Assets (Custodied)