MINNEAPOLIS (August 8, 2023) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announces that 23 financial advisors were named to the Forbes’ “Top Next-Gen Wealth Advisors Best-in-State” list for 2023.
Oliver Crandall, an advisor in the firm’s Washington, D.C. branch, was also recognized on the Forbes “Top 100 Next-Gen Wealth Advisors” list.
The award recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the U.S. that were born in 1984 or later.
“We are proud to have these financial advisors represent RBC Wealth Management on this national ranking,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “They are all the future of our industry, and we are fortunate to have their fresh ideas and perspectives at the firm. We congratulate them on this honor and look forward to their continued success.”
The complete list of RBC Wealth Management’s “Top Next-Gen Wealth Advisors”:
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $515 billion in total client assets with more than 2,100 financial advisors operating in 187 locations in 42 states.
Megan Boldt, RBC Wealth Management, 612-371-6123, megan.boldt@rbc.com
The 2023 Forbes “Top Next-Gen Wealth Advisors” and “Top Next-Gen Wealth Advisors Best-in-State” award was announced August 2023. Data as of 3/31/2023. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. 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: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.