Two Cetera Advisors Named to 2019 Forbes Top Next Gen Wealth Advisors
With over 29,000 nominations received, Cetera is pleased to announce two financial advisors were recognized as 2019 Forbes Top Next Gen Wealth Advisors. The list features the country’s top next-gen advisors and represents the future of the wealth management industry. Congratulations to:
Adam Antoniades, President of Cetera said, “Cetera is proud to be home to some of the best and brightest emerging leaders in the financial profession and we’re thrilled Forbes has recognized Nick and Zac. Their talent and leadership will play a key role in evolving the way Americans receive financial advice and further our vision of delivering an Advice-Centric Experience® to the investors of tomorrow.”
The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any clients.
Cetera Financial Group
(Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA / SIPC.