SHOOK Research | In Partnership with Forbes
SHOOK proudly funds philanthropic research. Our goals: creating awareness, propagating best practices and raising money for the world of philanthropy. See our Biggest Givers rankings in Forbes magazine.
Rankings - SHOOK Research | In Partnership with Forbes
SHOOK Research | In Partnership with Forbes | SHOOK Research recognizes the most outstanding financial advisors in the business - each of who represent the highest level of standards.
Methodology - SHOOK Research | In Partnership with Forbes
SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
Our Team - SHOOK Research | In Partnership with Forbes
SHOOK Research | In Partnership with Forbes | SHOOK Research recognizes the most outstanding financial advisors in the business - each of who represent the highest level of standards.
Survey - SHOOK Research | In Partnership with Forbes
SHOOK Research | In Partnership with Forbes | SHOOK Research recognizes the most outstanding financial advisors in the business - each of who represent the highest level of standards.
R.J. Shook - SHOOK Research | In Partnership with Forbes
R.J. Shook is Co-Founder, President, Senior Forbes Contributor to Forbes. As the world’s only Advisor research organization that focuses on the quality of the Advisor and extensive due diligence, rankings are published in multiple feature stories in Forbes and other publications.
2025 Forbes | SHOOK Top Advisor Summit - Upcoming Events
SHOOK Research | In Partnership with Forbes | SHOOK Research recognizes the most outstanding financial advisors in the business - each of who represent the highest level of standards.
Our Mission - SHOOK Research | In Partnership with Forbes
SHOOK Mission Statement. For the Public: We help families better reach their life’s goals with more meaning by helping them find high-quality, trusted advisors. For the Industry: We help advisors make a difference in the lives of millions of families.
PGIM Research Report - SHOOK Research | In Partnership with …
PGIM Investments partnered with SHOOK® Research to gather insights on how direct indexing and alternatives strategies can help meet the needs of high-net-worth clients. Starting with SHOOK’s database of 25,000 advisors, the survey population was refined to 236 advisors who oversee at least $500 million in client assets and rank in the top ...
2025 Forbes | SHOOK Top Teams Summit - SHOOK Research
SHOOK Research | In Partnership with Forbes | SHOOK Research recognizes the most outstanding financial advisors in the business - each of who represent the highest level of standards.