America’s Top Millennial Advisors
America’s Top Next-Generation Wealth Managers is Forbes first ever list featuring 500 resilient millennials. Zac Ritchey was rated by Forbes as number 49/500.
CWM, LLC has over $8.5 Billion in assets under advisement, which includes assets under management. Please note that the amount of CWM, LLC’s Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets Under Advisement include regulatory Assets Under Management reported in CWM, LLC’s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC’s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC’s Form ADV I, available at https://www.adviserinfo.sec.gov.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. For more information see www.SHOOKresearch.com.
Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
Listing in this publication is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.