Awards Annotations

  • The Forbes Best-In-State Wealth Advisor (2018-2022) ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
  • Barron’s Top Financial Advisors (2010-2022) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 
  • The Fast 50 rankings are determined by Lurie, an independent accounting firm. Lurie analyzes qualifying financial information for all companies who are nominated, on behalf of the Minneapolis-St.Paul Business Journal. To be eligible for the Fast 50, companies must meet several criteria, including all of the following: (1) independently owned, privately held and for-profit (2) headquartered in the Twin Cities 24-county metro area (3) full-year revenue of at least $1 million in the first of the three most recent fiscal years 4) year-over-year revenue growth for each of the past three completed fiscal years and (5) submit required financial information for the three most recently completed fiscal years.
  • The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980.  Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed.   Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
  • The Financial Times Top Financial Advisors minimum criteria: Financial advisors managing at least $200 million in assets and more than 10 years’ experience.  Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility.