
Named Best-in-State & Top Next-Gen Advisor by Forbes
Leading the Future of Wealth Management
Source: Forbes, 2025 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in August 2025 was developed by SHOOK Research in partnership with Forbes for the period of 3/31/24-3/31/25. Neither D.A. Davidson & Co. nor its advisor paid a fee for placement on its rankings. This ranking is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. D.A. Davidson & Co. is not affiliated with SHOOK Research LL or Forbes.
For more information, please see www.SHOOKresearch.com.
For more information, please see www.SHOOKresearch.com.

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