Forbes|SHOOK® recognizes 627 of our financial advisors

2026 Forbes|SHOOK® Top Wealth Advisors Best-in-State

Congratulations to 627 financial advisors

We're proud to acknowledge the achievements of our 627 financial advisors recognized in their respective states by Forbes|SHOOK®. These rankings spotlight successful financial advisors leading the way in areas such as best practices, compliance records and assets under care.

2026 Forbes|SHOOK® America's Top Wealth Advisors

Celebrating success on a national stage

In addition, we're thrilled to celebrate that Troy Nelson, of Bismark, ND for the 6th consecutive year along with first time ranked Timothy Finucan of Webster City, IA have made the list of the 2026 Forbes|SHOOK® America's Top Wealth Advisors, a nationwide ranking of only 250 financial advisors.

Disclosure:

Forbes|SHOOK® America's Top Wealth Advisors (published April or August each year, data as of June of prior year or March the same year) and Best-in-State Wealth Advisors (published April 2026, data as of June 2025) research by SHOOK® Research LLC. Compensation provided for using, not obtaining, the ratings. The ratings are not based on quality of investment advice, investment performance or client feedback.