Forbes Best-In-State Next-Gen Wealth Advisors 2026 List
Sarah Ponczek-Van Camp
- Firm: UBS Private Wealth Management
- Location: Boca Raton, Florida
- Team Assets (Custodied): $4 billion
“I think artificial intelligence is fantastic…I'm utilizing it to be even more efficient and make sure my clients aren’t left behind.”
Nick Deidiker
- Firm: UBS Private Wealth Management
- Location: Nashville, Tennessee
- Team Assets (Custodied): $942 million
“When I started, our office was all a bunch of old guys and two of them were asleep. There's a ton of opportunities for young people.”
The Forbes | Shook® Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings are the product of Shook Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of March 31, 2026. Published by Forbes (August 2026). Shook Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Shook Research's rankings are intended to help investors identify and evaluate financial advisors and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor. Shook Research does not assume any liability for actions taken based on the rankings. Neither Shook Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of Shook Research's methodology, please visit www.Shookresearch.com. Shook® is a registered trademark of Shook Research, LLC
