2025 Forbes | SHOOK Next-Gen Wealth Advisors

Congratulations to our 2025 Forbes-recognized financial advisors 

We're proud to acknowledge the achievements of our financial advisors named to the 2025 Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors ranking in their respective states. 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 

In addition, Dakota Holtgrieve of Pratt, Kansas, and Cy Kolod of Eliot, Maine, also earned spots on the 2025 Forbes | SHOOK Top Next-Gen Wealth Advisors ranking for the second year in a row. This distinction recognizes the top 100 next-generation wealth advisors across the country.

Disclosure: 2024-2025 Forbes | SHOOK Top Next-Gen Wealth Advisors & Forbes | SHOOK Best-in-State Next-Gen Wealth Advisors, 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.