Top Advisor/SHOOK
Methodology: America’s Top Next-Gen Wealth Advisors 2025
ByR.J. Shook,
Senior Contributor
We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings—say, 10 or more years from now.
More From Top Advisor/SHOOK
This $5.1 Billion Boston RIA Says Dinner Table Money Talk Is Critical
At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education.
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This $13.6 Billion NYC RIA Gives Each Client Two Advisors And A Trust Company
Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap equity and investment bond strategies, and serves as corporate co-trustee to guide multigenerational transitions.
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A $1 Billion Tagalog-Fluent Advisor Bringing Wall Street Discipline To Anchorage Alaska
With $934 million in assets, Alaska Wealth Advisors combines a disciplined, ETF-driven investment process with deeply local roots, serving 650 families across the state — from oil executives to fishing entrepreneurs.
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Methodology: America’s Top RIA Firms 2025
More and more families are entrusting independent advisors to manage their assets. But how does one choose between countless firms?
ByR.J. Shook,
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An Alabama Woman’s Journey From Children’s Clothing To Tech IPOs, To Leading A $5.8 Billion RIA
After co-founding Busy Bees—later spotlighted by Gwyneth Paltrow’s Goop—Shannon Spotswood returned to finance, helping build RFG Advisory into a platform that supports 65 independent advisors serving more than 20,000 clients nationwide.
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Best Idea: Deepen Your Client Relations With Trusted Contacts
Building deep relationships with clients involves building trust and looking out for their best interests.
ByR.J. Shook,
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Best Idea: Spotting, Helping Retirees Stave Off Depression
Depression among retirees has become a problem for retirees adjusting after they quit working full-time. Traci Richmond listens and helps retirees.
ByR.J. Shook,
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How An Immigrant From Kharkiv Built A Top Northwestern Mutual Team Serving Both Russians And Ukrainians
Eugene Shkolnikov’s team of nine helps Russian and Ukrainian families–some rich, some new refugees without much–navigate U.S. insurance, pensions, taxes and legacy planning.
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This $329 Million Merrill Advisor Stresses ‘Family Values’ And Open Communications
Melaina Cano and her team help wealth creators and their heirs align on legacy, taxes and long-term strategy long before wealth transfers occur.
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‘Clients Want Clarity, Not A Pitch Book,’ Says This $1.6 Billion Oppenheimer Advisor
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages.
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