If we're going to recommend advisors to the public, we have to make sure every advisor is of high quality. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. (For the full list and more, visit www.forbes.com/top-wealth-advisors; advisors can complete a survey for upcoming rankings at www.SHOOKresearch.com.) 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. SHOOK Research is the only ranking firm that interviews advisors via telephone and in person at an advisor's location.

Source: Forbes August 25, 2020 13:30 UTC