Top Advisor/SHOOK
Methodology: Americaโs Top Next-Gen Wealth Advisors 2025
ByR.J. Shook,
Senior Contributor
We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankingsโsay, 10 or more years from now.
More From Top Advisor/SHOOK
This $329 Million Merrill Advisor Stresses โFamily Valuesโ And Open Communications
Melaina Cano and her team help wealth creators and their heirs align on legacy, taxes and long-term strategy long before wealth transfers occur.
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โClients Want Clarity, Not A Pitch Book,โ Says This $1.6 Billion Oppenheimer Advisor
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages.
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How This Young UBS Advisor Built A $1 Billion Book With A High-Touch Client Approach
โReferrals donโt happen if youโre not in person,โ according to UBSโ Kayvon Sarmadi, who emphasizes a disciplined and hands-on approach to working with clients.
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Methodology: Americaโs Top Next-Gen Wealth Advisors 2025
We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankingsโsay, 10 or more years from now.
ByR.J. Shook,
Senior Contributor
A Tragic Accident And Life Insurance Led This Guam Native To The Top Of A $6 Billion Firm
Seattleโs Lorrie Baldevia says overthinking insurance is a big mistake. Start with an employer plan, and build as life responsibilities grow.
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$1 Billion Illinois Firm Thrives Thanks To Its Cozy Caterpillar Relationships
Northwestern Mutualโs Joshua Waite tells clients not to focus on paint colors and teaches them why it's important to spend in retirement.
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Hawaiian Native Eagerly Explains Fees To Clients At This $105 Billion Life Insurance Advisory
Chelsea Maeda combines her analytics background with client education to support advisors and ultra-high net worth clients across the country.
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An Insurance-First $6 Billion Family Firm, Run By Indian Immigrants
Working alongside her husband, son and daughter, Jayshree Patel blends her expertise in life insurance with broader financial planning for over 3,000 clients.
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Methodology: Americaโs Top Financial Security Professionals 2025
We look for individuals who are best prepared to engage in more meaningful conversations about life while protecting against the perils posed by disability, death or job loss.
ByR.J. Shook,
Senior Contributor
Best Idea: Take Team Approach, Stay Focused On Clientsโ Needs
Duckworth Haggerty Group focuses its efforts on managing the wealth of closely-held family businesses and on helping families with complex medical needs.
ByR.J. Shook,
Senior Contributor