Douglas A. Boneparth, CFP®

The 2019 "10 Young Advisors To Watch" honor was selected by FA Magazine editorial staff.

The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,”… Show more

The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Visit www.forbes.com/top-next-gen-advisors/ for the full methodology that Forbes developed in partnership with SHOOK Research. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. Show less

The CNBC Digital Financial Advisor Council is made up of 20 high-level financial professionals. These wealth management professionals will contribute guest columns as well as provide their insights and front line perspective to the CNBC Digital news team covering this dynamic space. The goal of assembling this esteemed group is to provide investors with straightforward, informative and relevant content that make investment terms and strategies more transparent and help them navigate the… Show more

The CNBC Digital Financial Advisor Council is made up of 20 high-level financial professionals. These wealth management professionals will contribute guest columns as well as provide their insights and front line perspective to the CNBC Digital news team covering this dynamic space. The goal of assembling this esteemed group is to provide investors with straightforward, informative and relevant content that make investment terms and strategies more transparent and help them navigate the multitude of complex investment options and strategies. Show less

The annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. This recognition is not indicative of the advisor’s future performance and your experience may vary. For more information, visit… Show more

The annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. This recognition is not indicative of the advisor’s future performance and your experience may vary. For more information, visit www.investmentnews.com. Show less

(2018-2023) Investopedia reviewed more than 500 application submissions from financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Their proprietary ranking considered each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media. The advisor’s dedication to educating investors was also a factor. This award is not indicative of advisor’s future performance… Show more

(2018-2023) Investopedia reviewed more than 500 application submissions from financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Their proprietary ranking considered each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media. The advisor’s dedication to educating investors was also a factor. This award is not indicative of advisor’s future performance and your experience may vary. For more information visit www.investopedia.com. Show less