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

Forbes Lists

#150
California - Northern CA (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.
#129
California - Northern CA
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
#21
California - Northern CA
Data provided by SHOOK® Research, LLC. Data as of 3/31/23 Source: Forbes.com (August, 2023). SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor.
#843
Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.

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Asset Summary
As of Jun, 2023
$500K
Min Account Size For New Business
$250K-5M
Typical Size Of Households
$1.5-7.5M
Typical Net Worth Of Relationships
$610M
Team Assets (Custodied)