Top Advisor/SHOOK
America's Top 100 Next-Gen Wealth Advisors
Forbes' 2026 ranking of America's top 100 next-gen wealth advisors. Discover the rising stars in wealth management.
More From Top Advisor/SHOOK
This Ex-Bloomberg Reporter Now Helps Manage $4 Billion For Wealthy Families
Sarah Ponczek-Van Camp swapped daily market coverage for advising wealthy families in South Florida and preparing the next generation to inherit enormous fortunes.
Reporter
This Former Lawyer Built A $900 Million UBS Practice Deemphasizing Investments
Nick Deidiker left estate law after deciding he did not want to spend his career working 100-hour weeks. A decade later, he advises wealthy families across generations, including an 11-year-old saving for a Lamborghini.
Reporter
This $872 Million Morgan Stanley Advisor Gave Up The MLB For Wealth Management
After an elbow injury ended Bryan Longpre’s professional baseball career, he found his next opportunity helping wealthy families invest in private companies before they go public.
Reporter
Methodology: 2026 Forbes | SHOOK Top Next-Gen Wealth Advisors
The next generation of wealth management is already here, and it is more accomplished than the term suggests.
Contributor
This $1.2 Billion Houston Advisor Started At An Italian Restaurant
Chinese immigrant Reva Azeez says financial planning is like building a house from the ground up. With almost 20 years of experience, she says roofing is now the primary focus of most of her clients.
Reporter
This $672 Million New York Life Advisor Left Big Law Because She Didn’t Want To Die At Her Desk
Taiwanese immigrant Tracy Chen ditched a grueling career in corporate law to help wealthy families protect their assets and transfer their wealth to the next generation.
Reporter
This $541 Million Chicago Advisor Turned Her Reception Desk Job Into A Thriving 17-Year-Old Business
New York Life representative Joyce Yoo says being outside her comfort zone has propelled her to be ultra-prepared and thus more successful. She never set out to become a financial advisor.
Reporter
Being A Good Listener Led This Advisor To A $3.5 Billion Financial Planning Practice
Brian Sak thought he wanted to become a psychologist until he realized how much school it would require. Switching to finance, he soon realized that being a great wealth manager often requires the same skills as a therapist.
Reporter
Forbes | SHOOK Top Advisors Donate $1.5M For Life-Saving Pediatric Cancer Treatment
Major U.S. investment firms and top wealth advisors donated $1.5M to fund a life-saving vaccine therapy designed to treat children with no other options suffering from brain cancer.
ByR.J. Shook,
Former Contributor