February 28, 2024

Forbes Top 250 Wealth Advisors
NEW YORKAug. 24, 2022 – Forbes, in partnership with SHOOK Research, today announced the 2022 list of America’s Top Wealth Advisors, which spotlights the nation’s top financial advisors. This year’s list includes 250 advisors, who manage $1.4 trillion in client assets. Advisors complete in-depth surveys and then vetted and ranked by SHOOK research.
“Despite continued uncertainty, this year’s top wealth advisors are navigating uncharted waters for their clients as they continue to provide best-in-class counsel,” said R.J. Shook, President and founder of SHOOK Research. “This annual ranking showcases the professionals that are reshaping the industry, the role models of the business.”
Jeff Erdmann of Merrill Private Wealth Management maintains the No. 1 spot on this year’s ranking, managing $12.6 billion in total assets, followed by Brian Pfeifler of Morgan Stanley Private Wealth Management, who manages $9.6 billion. Of the 250 advisors on this year’s list, 52 are based in New York, 49 from California and 21 from Florida.
More than 80% of the professionals on this year’s list have persevered for more than a quarter-century, through two major bear markets and ongoing geopolitical uncertainty. And with raging inflation and an impending recession, these 250 financial advisors are proving that sound strategy can offer protection in any storm.
On October 11-13, 2022, Forbes will host its sixth annual Forbes/SHOOK Top Advisor Summit, which will convene the world’s top wealth advisors and industry leaders in Las Vegas. The event, in partnership with SHOOK Research, will provide a forum for world-renown investors, to discuss and debate the industry’s top trends, best practices and financial strategies.
To join the conversation online, follow: #ForbesTopAdvisor
The Forbes Top Wealth Advisors list is presented by Merrill.
About Forbes
Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 48 licensed local editions in 82 countries. Forbes Media’s brand extensions include real estate, education and financial services license agreements.
Media contacts:
Jocelyn Swift: jswift@forbes.com
Christina Vega Magrini: cmagrini@forbes.com

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