August 13, 2026
Two Focus Advisors Named to Forbes’ 2026 America’s Top Next-Gen Wealth Advisors List
The Forbes Top Next‑Gen Advisors list honors standout young professionals driving the future of financial advice.
We’re proud to celebrate that two Focus advisors have earned a place on this highly selective list, reflecting their commitment to serving clients at the highest level.
Read the full listing here.
Learn more about the methodology here.
Forbes 2026 America’s Top Next-Gen Wealth Advisors were released in August 2026 for data as of March 31, 2026. Data was provided and ranking was developed by SHOOK® Research, LLC. and 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. No compensation was paid to participate or be included in the ranking. For more information regarding the methodology used, click the link attached.