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

Forbes Lists

#28
Massachusetts
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.
#59
Source: Forbes.com (Awarded July 2024). Data compiled by SHOOK Research LLC based on time period from 12/31/22 - 12/31/23.
#6
Massachusetts
Source: Forbes.com (Awarded July 2024). Data compiled by SHOOK Research LLC based on time period from 12/31/22 - 12/31/23.
#26
Massachusetts - Boston (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.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

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Asset Summary
$0
Min Account Size For New Business
As of Mar, 2024
$450M
Team Assets (Custodied)
As of Mar, 2024
$5-100M
Typical Net Worth Of Relationships
As of Mar, 2024
$1-100M
Typical Size Of Households
As of Mar, 2024
$7.5B
Total Value of Policies
As of Dec, 2023