Why use a wealth advisor just to invest money?

Every day wealth advisors seek to add value for the families they serve—in turn, cultivating deeper and deeper relationships. And as families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.

The service offerings are lengthy, including: wealth transfer strategies, liability management, charitable giving, concierge services, geriatric services, high-end reporting, family governance, career planning, family meeting coordination, family education. And, oh yeah, investment strategy and implementation.

Best-In-State

Our national rankings (Top Advisors, Top Teams, etc.) don’t tell the whole story: most of these advisors and teams are concentrated around the bigger money centers such as New York and San Francisco. We've uncovered great teams in all markets—Alabama, Iowa, and other states with smaller concentrations of wealth.

It is our belief 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.

Seeking the Best Wealth Management Teams

Where does one begin to search for the right team?

SHOOK is here to help. As the world’s only advisor research firm in the world with a specialty in quality, SHOOK performs deep due diligence as the basis for its rankings.

Disclosure: SHOOK is completely independent and objective and does not receive compensation in exchange for placement on its rankings.

What Qualities Does SHOOK Look For?

To start, other rankings of advisors and........

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