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Congratulations to our Forbes 2020 Top Next-Gen Wealth Advisors

 

Advisor Name

City

State

David Li

Palm Beach Gardens

FL

Sarah Damsgaard

Chicago

IL

Jake Klarberg 

New York

NY

Elizabeth Weikes

New York

NY

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results, and should not be construed as an endorsement of the advisor. 

 

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