Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#49
Florida - Miami (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#53
Florida - South
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#751
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

More on Forbes

30 minutes ago

Fed Rate Cut This Week: How Deep?

A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Sep 12, 2024

The Retirement Drawdown Rule

In any industry, there are general guidelines often referred to as rules of thumb - learn how the drawdown rule can impact your retirement.
Asset Summary
As of Jun, 2023
$1M
Min Account Size For New Business
$1-10M
Typical Size Of Households
$3-10M
Typical Net Worth Of Relationships
$575M
Team Assets (Custodied)