METHOD­OL­OGY

Forbes - - AMERICA’S TOP 250 WEALTH ADVISORS -

amer­ica’s top Wealth ad­vi­sors rank­ing, de­vel­oped by our part­ner shook re­search, is based on an al­go­rithm of qual­i­ta­tive cri­te­ria ob­tained via tele­phone and in-per­son meet­ings, as well as quan­ti­ta­tive data. nom­i­nated ad­vi­sors must have seven years of ex­pe­ri­ence. shook re­search fac­tors in rev­enue, as­sets man­aged, com­pli­ance records, in­dus­try ex­pe­ri­ence and best prac­tices. For the full list and more, see www.forbes.com/top-wealth-ad­vi­sors.

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