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America’s Top Next-Generation Wealth Advisors 2018

Accolades |

The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Lucas Winthrop, Chief Operating Officer of Winthrop Wealth Management, made the list for the second year in a row. This list published on Forbes.com recognizes wealth advisors born in 1980 or later. Lucas was chosen from over 23,862 nominations. Forbes completed over 5,400 phone interviews and 1,350 in-person interviews before selecting the recipients of this prestigious award.

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Disclosure:
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology [hyperlink] that Forbes developed in partnership with SHOOK Research.

  1. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
  2. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.