2024 Forbes/Shook Top Next-Gen Wealth Advisors Best-in-State
- August 8, 2024
Oppenheimer Financial Advisors are named on the list of advisors who represent the future of the wealth management industry.
We are pleased to announce that six Oppenheimer Financial Advisors have the honor of being named in Forbes’ list of Top Next-Gen Wealth Advisors Best-In-State (pictured below from left to right: Spencer Berens, Joshua Hayes, Andrew Lerner, Aren Mito, Michael Peloquin, and Daniel Waskiewicz). This Forbes/SHOOK’s Ranking is the list of our industry's top advisors who were all born in 1984 or later and are excelling in this graying industry.
Advisors are nominated by their firm based on the strictest criteria. They are then evaluated, quantitatively and qualitatively, on factors including compliance records, client retention, revenues produced, and assets managed, then vetted and ranked by SHOOK Research.
Click here for the Top Next-Gen Wealth Advisors list.
Disclosure
Awards Criteria
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC