April 19, 2024

Forbes 2022 Top Next-Gen Wealth Advisors
NEW YORKAug. 3, 2022 – Forbes, in partnership with SHOOK Research, today released its 2022 ranking of the Top Next-Gen Wealth Advisors, which spotlights the next generation of American financial advisors who are poised to make waves in the industry. This year’s list includes 100 advisors, and its ranking of Best-In-State Next-Gen Advisors. Collectively, these advisors manage $1.8 trillion in client assets. Advisors were nominated by their firm and then vetted and ranked by SHOOK Research for consideration on this year’s exclusive list.
Xi Qiao of UBS Wealth Management claims the No. 1 spot on this year’s ranking, managing $1.8 billion in team assets. Qiao is followed by Matthew Gallo and Dominic Casanueva of Merrill Lynch Wealth Management, who manage $1 billion and $5.4 billion in team assets respectively. Of the 100 advisors on this year’s list, 18 are based in California and 15 reside in New York.
“The Forbes Next-Gen Advisors list showcases the future of the wealth management industry at a time when advisors are helping clients through volatile markets amidst inflation and worries of an impending recession,” said Jason Bisnoff, Staff Writer, Wealth Management at Forbes.
At the intersection of a recession and persistent market volatility due to the ongoing Covid-19 pandemic, today’s financial advisors are tasked with helping their clients navigate new and unique challenges. The next-gen wealth advisors who made this year’s list are facing these challenges head-on and turning them into expertise that will help a variety of clients for years to come.
From October 11-13, Forbes will host its sixth annual Forbes/SHOOK Top Advisor Summit, a gathering of the world’s top wealth advisors and industry leaders. The event, in partnership with SHOOK Research, will provide a forum for elite professionals to discuss and debate the industry’s top trends, best practices and financial strategies.
For the full list of Forbes’ Top Next-Gen Wealth Advisors, visit Top Next-Gen Wealth Advisors
To join the conversation online, follow: #ForbesNextGen
The Forbes Next-Gen 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 46 licensed local editions in 80 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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