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

Forbes Lists

#7
Illinois
Data provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
#97
Illinois - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
#84
Source: Forbes.com (Awarded Sept 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.

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Asset Summary
As of Mar, 2024
$500K
Min Account Size For New Business
$1-15M
Typical Size Of Households
$2-20M
Typical Net Worth Of Relationships
$450M
Team Assets (Custodied)