Top Advisor/SHOOK


America's Top Wealth Advisors

The 250 advisors on this year's list manage hundreds of billions in client assets.

More from Top Advisor/SHOOK

Sep 17, 2020

Your Financial Advisor Is Not That Into You...

Wealth management firms that have invested in technology have seen their efforts pay off. Financial advisors and their clients are happy. But those that have failed, or fallen short of expectations, have seen their frustrated financial advisors looking to take their business elsewhere.
Sep 17, 2020

Avoid Being A Commodity, Branding Expert Tells SHOOKtalks

Traditionally, consumers hire advisors based on whether they like the person. Advisors sell themselves, not the product or services they offer. That focus is starting to change, however, as the industry consolidates and the larger firms see a need to differentiate themselves.
Sep 16, 2020

Connecting With Clients

The advisory business isn’t just about investment returns, what’s hot and where to keep a pile of cash.