2026 Best in State Next Gen Wealth Advisors List

Forbes Best-In-State Next-Gen Wealth Advisors 2026 List. Edited by Sofia Chierchio and SHOOK ResearchAugust 11, 2026 at 10: 00 AM.

Key points

• Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor.
• When I began, our office was all a bunch of old guys and two of them were asleep.
• "I think artificial intelligence is fantastic.I'm utilizing it to be even more efficient and make sure my clients aren't left behind."
• The next generation of wealth management is already here, and it is more accomplished than the term suggests.

"When I began, our office was all a bunch of old guys and two of them were asleep. There's a ton of opportunities for young individuals."

Notably, the Forbes Shook® Top Next-Gen Wealth Advisors and Forbes Shook Best-in-State Next-Gen Wealth Advisors rankings are the product of Shook Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of March 31, 2026. Published by Forbes (August 2026). As well as quantitative factors including assets under management and revenue generated for their firms, shook Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor throughout criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. As client objectives and risk tolerances vary and advisors rarely have audited performance reports, investment performance is not a criterion. Shook Research's rankings are intended to support investors identify and evaluate financial advisors and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor. Shook Research does not assume any liability for actions taken based on the rankings. Neither Shook Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of Shook Research's methodology, please visit Shook® is a registered trademark of Shook Research, LLC.

Methodology: 2026 Forbes SHOOK Top Next-Gen Wealth Advisors.

In practice, the next generation of wealth management is already here, and it is more accomplished than the term suggests.

For now, 2026 Best in State Next Gen Wealth Advisors List remains the part of the story worth watching, and further updates are likely as more details are confirmed.