The future of wealth management.
We started our rankings initially in 2001, spotlighting the best-of-the-best advisors. In 2017 we started looking for the up-and-comers with our Next-Gen rankings—those under 40.
With an average tenure of over 12 years, there’s a reason millions of families are entrusting their futures with this group: they have proven that they stand among the very best in wealth management. Sandwiched between generations, these advisors are eagerly sought by the industry to best serve families.
They’re seasoned, have lived through market cycles, and their deep relations with families—often representing three or more generations—position them among the best wealth management has ever seen.