Top Advisor/SHOOK
Methodology: Forbes America’s Top Wealth Advisors 2025
ByR.J. Shook,
Senior Contributor
We've uncovered great advisors in all markets—including South Carolina, Oklahoma, and other states with smaller concentrations of wealth.
More From Top Advisor/SHOOK
‘Follow The Trend Line, Not The Headlines,’ Says This $2 Billion Merrill Advisor
With more than four decades of experience in the business, veteran advisor Mary Mullin sticks to strategies like dividend-paying stocks and private market investments in order to make sure clients have enough cash flow.
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This $4 Billion Morgan Stanley Advisor Urges Clients To Ignore ‘The Noise Of Markets Or Politics’
Industry veteran Kevin Peters and his team take a methodical approach to client portfolio management, favoring strategies like dividend-paying stocks and private credit.
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$2 Billion J.P. Morgan Advisor Likes Individual Bonds And Emphasizes Tax Efficiency For Clients
Catherine Evans combines bespoke planning and tax efficient strategies to help families navigate volatile markets.
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This $8 Billion UBS Advisor Stresses Understanding His Clients’ Relationship With Money
Managing expectations, especially during market dives like this current one, are key to this advisor’s success.
Forbes Staff
Methodology: Forbes America’s Top Wealth Advisors 2025
We've uncovered great advisors in all markets—including South Carolina, Oklahoma, and other states with smaller concentrations of wealth.
ByR.J. Shook,
Senior Contributor
Forbes | SHOOK Advisors Donate $1.5 Million To Treat Rare Pediatric Cancer
Top Advisors at the Forbes | SHOOK Top Advisor Summit in Las Vegas donated $1.5 million to treat relapsed high-risk Wilms’ Tumor, in which kids face a 10-20% chance of...
ByR.J. Shook,
Senior Contributor
As Volatility Rises And Stocks Tank, Infrastructure Emerges As Fast-Growing Alternative Investing Play
Blackstone’s top infrastructure executive, Sean Klimczak, sees opportunities in everything from data centers to toll roads.
Forbes Staff
Methodology: America’s Top Women Wealth Advisors 2025
SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients.
ByR.J. Shook,
Senior Contributor
From Kathmandu To Beverly Hills: Meet A $400 Million Morgan Stanley Advisor Not Above Cold-Calling
Raised in a remote Nepalese village, Yangchen Lama built her practice through cold calling and finding opportunities where others see failure.
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This $1 Billion Taiwanese-American UBS Advisor Thrives With A First Generation Team
Diane Hart built her practice as a sole practitioner by connecting with Asian American clients and leveraging her unique cultural perspective.
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