Forbes 2025 Top Next-Gen Wealth Advisors
Forbes recognizes 300 Edward Jones financial advisors
Congratulations to our 2025 Forbes-recognized financial advisors
We're proud to acknowledge the achievements of our financial advisors who were recognized by Forbes | SHOOK® Research in 2025. Awarded only to those younger than 40, these rankings recognize the next generation of successful financial advisors who are leading the way in areas such as best practices, compliance records and assets under care.
2025 Forbes America’s Top Next-Gen Wealth Advisors
Two of our financial advisors ranked among the top 100 nationwide. Dakota Holtgrieve of Pratt, KS, and Cy Kolod of Eliot, ME, both their second year named to this ranking.
2025 Forbes Top Next-Gen Wealth Advisors Best-in-State
In addition, the following financial advisors ranked among the best in their respective states.
Disclosure:
Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State, published August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback. The rating is based on an algorithm of qualitative criteria gained through interviews with the financial advisor, quantitative data such as revenue trends and assets under management, and other factors including compliance records, industry experience and client retention.