These experienced advisors, with deep relationships with families spanning multiple generations, are now being recognized on our rankings traditionally reserved for advisors with an average of 30 years' experience.
They're seasoned, have lived through market cycles, and their deep relations with families—often representing three or more generations—position them among the best wealth management has ever seen.
We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings—say, 10 or more years from now. We believe clients are oftentimes better served by local representation. For example, a Houston-based investor who made her fortune in oil may prefer a local advisor with experience in that sector; a tech entrepreneur may want an advisor well-versed in start-ups and funding; or a farmer may seek an advisor with expertise in the futures markets. Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by.
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