SHOOK Research Employee Directory

Financial ServicesFlorida, United States11-50 Employees

SHOOK Research is an independent research organization in the financial services industry that conducts in-person and telephone due diligence to evaluate wealth advisory professionals and firms. It produces annual rankings of Top Wealth Advisors, Teams, Women, Next Gen, RIAs, and Financial Services Professionals, published in partnership with Forbes, with a methodology that emphasizes both quantitative performance and qualitative integrity. The organization does not charge advisers or firms to be ranked, and its process centers on assessing advisory quality and professional integrity through face-to-face interactions. Based in Delray Beach, Florida, SHOOK Research serves a market of advisers, investors, and firms seeking credible benchmarks and guidance for evaluating trusted financial professionals. A recent development noted is the launch of SHOOK Research’s annual Best-in-State Wealth Advisors ranking in partnership with Forbes.

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