The ranking of Forbes Top Next-Gen Wealth Advisors considers advisors under 40 years old with a minimum four years' relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures, such as: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records and firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

Completed by SHOOK Research. 2023 ranking was awarded on January 12th and was given for the calendar year 2022.

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.