The AdvisorHub Advisors to Watch ranking was published in June 2024. Advisors with a minimum AUM of $150 m and seven years of experience were nominated and considered.  The rankings were based on year-over-year growth, the size of the practice, and professionalism. No compensation was considered for this ranking.

The Forbes Next-Gen Wealth Advisors rankings, by SHOOK Research, rely on an algorithm that includes qualitative insights from interviews and quantitative data. Advisors must have at least four years of experience, and factors like revenue trends, assets under management, and compliance records are evaluated. Portfolio performance isn’t considered due to varying client goals and a lack of audited data. Forbes and SHOOK receive no fees for these rankings.

The ranking was published in June of 2023 and is open to all firms and advisors. Nominees are required to have a minimum of seven years’ experience, $100m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, we rank advisors on three categories: scale, growth, and professionalism. No compensation was considered for this ranking.

Published in June 2022, this ranking highlights advisors growing their client base and portfolios. Criteria are grouped into three areas: scope of practice (assets, production, service level), growth (year-over-year increases in assets, clients, production), and professionalism (regulatory record, community involvement, team diversity). No compensation influenced the ranking.