Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022.
2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2022 based on data gathered from March 2021 to March 2022. 3513 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
“In a year that’s been hard for many, including our own team, I’m so proud that our team has always managed to keep excellent service and client care as a top priority. I’m thankful for our clients and grateful for the privilege to continue to serve our communities with excellence,” said Gabe Lapito, owner and recipient of the award.
According to Forbes, a leading financial publication, “the future of wealth management is on this list. Forbes started their rankings initially in 2001, spotlighting the best-of-the-best advisors. In 2017 we started looking for the up-and-comers with our Next-Gen rankings—those under 40.
With an average tenure of over 16 years, there’s a reason millions of families are entrusting their future with this group: they have proven that they stand among the very best in wealth management. Sandwiched between generations, these advisors are eagerly sought by the industry to best serve families.
Congratulations to Team SRP!
The ranking of Forbes: Top Next-Gen Wealth Advisors Best-In-State 1 recognizes advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firm, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Winners are organized and ranked by state. Some states may have more advisors than others. Overall, 3,513 advisors were considered, and 1000 (28 percent of candidates) were recognized. Please visit the Forbes website for the full methodology² Forbes developed in partnership with SHOOK Research.
1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance.
Your experience may vary.
2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.