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Forbes Lists

#143
Maryland - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#33
Maryland
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
#681
Source: Forbes.com (Awarded July 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.

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Asset Summary
As of Jun, 2023
$750K
Min Account Size For New Business
$750K-30M
Typical Size Of Households
$1-30M
Typical Net Worth Of Relationships
$273M
Team Assets (Custodied)