IT’S HERE! Forbes/SHOOK Top Advisor Directory

– Be seen in magazine–picture, contact info, basic business info. (6.7 million readership)
– Online profile–picture, contact info, article, etc. plus video to come. (67 million monthly visitors)
– Appear at top portion of Google search as Forbes/SHOOK Top Advisor, guaranteed!
– Unlike other Advisor Directories, Forbes/SHOOK is hindered by a paywall.
– Complimentary usage of Forbes/SHOOK logo
(CLICK HERE for more information)

July ’18: Forbes Next-Gen 1000 
May ’18: Forbes “America’s Top Women Advisors
Jan. ’18: Forbes “BEST-IN-STATE
Sept. ’17: Forbes/SHOOK Top Wealth Advisors (’16 ranking)
Oct. ’17: Top Wealth Advisor Moms…in Working Mother Mag.

SHOOK Impact: The future of our rankings. See video.

Step 1: Register here for survey
Step 2: click here to login (Fill out ONE survey for all rankings)

SHOOK is the only research organization that focuses on the quality of the Advisor (methodology).

Forbes/SHOOK Top Next-Gen Wealth Advisor Summit

Boston Sept. 30-Oct. 1 — Reserve your ticket here (Sold out in 2017)


The Forbes Under 30 Summit is an annual event that gathers 7,000 game-changing trailblazers and top business leaders, a music and food festival, and more. The SHOOK Stage is exclusively for Next-Gen Wealth Advisors. 


Marshmello, musician
Epic Pub Crawl with thousands of Next Gens
America’s Top Next-Gen Advisors
America’s Top Advisors (including #1) from Forbes Rankings
Industry Leaders
Hosted by R.J. Shook
(CE credits will be available)
• Panel: Top Next-Gen Advisor & RIA
• Building a world-class team
• SHOOK Talks: Top Millennial Advisors sharing their best ideas
• Best advice from America’s Top Advisors (and mistakes to avoid)
• Formulating partnerships
• Compensating team members
• Panel: America’s fastest growing Next Gens
• Best ways to grow your business
• Impact investing
• Philanthropy
• Technology & the future of your business
• Open Mic session—prizes for best ideas
• And more…
SHOOK tickets are valid at all Forbes tracks when SHOOK is not in session.

Reserve your ticket here 

Forbes Speakers

(more to be announced soon)

  • Cardi B, musician
  • Marshmello, musician
  • John Kerry, Former U.S. Secretary of State and U.S. Senator
  • Steve Case, Chairman of The Case Foundation and Cofounder of AOL
  • Anthony Scaramucci, Founder of SkyBridge and Former White House Communications Director
  • Chris Wylie, Ex-Cambridge Analytica Research Director
  • Yvonne Orji, comedian, speaker, actress on Insecure
  • Oisin Hanrahan, Cofounder & CEO of Handy
  • Nat Turner, Cofounder & CEO, Flatiron Health
  • Josh Kopelman, Partner, First Round Capital
  • Cooper Hefner, Chief Creative Officer, Playboy
  • Gary Vaynerchuk, Chairman, VaynerX, CEO of VaynerMedia
  • Lynn Perkins, Cofounder & CEO, UrbanSitter
  • Jeremy Allaire, CEO & Cofounder, Circle Internet Financial
  • Neha Narula, Director of Digital Currency, MIT
  • Amanda Nguyen, CEO & Founder, Rise
  • Jean Brownhill, Founder and CEO, Sweeten
  • Natalya Bailey, Founder, Accion Systems
  • Karissa Bodnar, Founder & CEO, Thrive Causemetics
  • Bonin Bough, Host, Cleveland Hustles
  • Cindy Gallop, Founder, MakeLoveNotPorn and IfWeRanTheWorld
  • John Urschel, Former Baltimore Ravens offensive lineman turned MIT mathematician


More info at

Get ready for the only industry event that sells out…

This year we have the “King of Cryptos” & America’s Hottest Hedge Fund Manager…in addition to the best strategists, legendary investors and America’s top Advisors & RIAs.


America’s Top Advisors & RIAs. Plus…

Steve Forbes
Chairman and Editor-in-Chief, Forbes Media

R.J. Shook
Founder and President, SHOOK Research

Randall Lane
Chief Content Officer & Managing Editor, Forbes Magazine

Michael Novogratz
CEO, Galaxy Investment Partners; Former CIO, Fortress

Bill Miller
Chairman and CIO, Miller Value Partners

Mario Gabelli
Chairman and CEO, GAMCO Investors Inc. and LICT Corp.

Jeremy Siegel
Professor of Finance, The Wharton School of Finance

Rick Rieder
Global Chief Investment Officer, Blackrock

Joel Greenblatt
Managing Principal and Co-CIO, Gotham

Phillipe Laffont
Founder and Portfolio Manager, Coatue Management

Moira Forbes 
EVP, Forbes Media

Brian Wesbury
Chief Economist, First Trust

Lara Logan
60 Minutes Correspondent

Dr. David Kelly
Chief Global Strategist, J.P. Morgan Asset Management

Christopher Davis
Chairman & Portfolio Manager, Davis Advisors

Jeffrey Altman
Managing Partner, Owl Creek Asset Management

Ryan Caldwell
Co-Founder & CIO, Chiron Investment Management

Brendan Ahern
CIO, KraneShares

Kayvon Pirestani
Director of Institutional Sales, Coinbase



2017 RECAP

Sold out/oversubscribed in less than 3 weeks.  (Click here for agenda)
Forbes survey: 94% of attendees rated us “Best event”

Coverage by CNBC & Forbes
    – “Best industry event ever!”
     – “By far my favorite conference”
     – “Best speakers”
     – “I’m definitely coming back next year”
     – “…a notebook full of ideas!”
     – “Best industry insights I’ve heard at a conference”
     – “All-time favorite event I’ve ever gone to”
     – “Thank you Forbes & Shook…a game-changer”

Guest speakers: 
     – Keynote: Steve Forbes
     – R.J. Shook — Founder, President, SHOOK Research
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Anthony Scaramucci — Senior Advisor to the President of the United States
     – Howard Marks — Oaktree
     – Joel Greenblatt — Gotham
     – Brian Wesbury — Chief Economist, First Trust Advisors
     – Gary Kaminsky — Co-Host Wall Street Week, Contributor to Fox Business & News
     – …plus the highest rated Advisors and RIAs sharing best practices.


Forbes/SHOOK Top Next-Gen Wealth Advisors Event

October 1-3, 2017

  • Investing Legends: Ray Dalio (Bridgewater), Paul Tudor Jones (Tudor Group).
  • Top Advisors from our Forbes Next-Gen ranking.
  • America’s Top Advisors & RIAs–including #1.
  • Take over Boston with 7,000 Millennials — epic Pub Crawl — MONDAY NIGHT

Click here for details and to apply for access

Forbes features SHOOK’s 2016 Top Philanthropic Givers Ranking — Click Here.


SHOOK Research™ recognizes the most outstanding financial advisors in the business – each of whom represent the highest levels of ethical standards, professionalism and success in the business.

– R.J. Shook, Founder & President; and Founder & Former President of Winner’s Circle

We honor SHOOK advisors because they honor their clients…

Upcoming Rankings:

Magazine (7 million readers) (70 million monthly visitors)
– Top-100 (Feature Story: Sept.; avail online)
– Millennials (July 25)
– Top-100 Women (Feb 28)
– State-by-State (January)
Working Mother Magazine
– Top Mothers (Oct/Nov)
San Francisco Business Times
Atlanta Business Chronicle
Boston Business Journal
South Florida Business Journal

Our Missions

In the Industry…

To promote best practices.
To raise professional standards.

To the Investing Public…

To promote the value of advice.
Help investors find the right advisor.

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Why we chose Forbes…click here to compare to WSJ, Fortune & other pubs.


* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

** We believe in ranking the “role models” of the industry. To find them, SHOOK Research provides the deepest due diligence on Financial Advisors anywhere–we spend months evaluating each Advisor, including meeting with advisors in person as if we’re prospective investors.