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Top Advisor/SHOOK

$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway

$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway

BySergei Klebnikov,

Forbes Staff

The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.

More From Top Advisor/SHOOK

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State Street Strategist Arone Says Bullish Surge Will Propel S&P 500 To 8,000 In 2026

Speaking at the Top Teams Summit in Miami, the chief investment strategist of the $5.5 trillion bank says surging productivity, $150 billion in looming tax refunds and a “mid-90s” tech cycle could push the S&P 500 to 8,000—even as the AI rally shifts from a "rising tide" to a battle for survival.

BySergei Klebnikov,

Forbes Staff

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A $1.2 Billion UBS Advisor With An Affinity For Car Dealers

In Boca Raton, wealth manager Meryll Bangsil is cultivating a team of financial service lifers, dedicated to tax smart planning for multigenerational clients.

BySergei Klebnikov,

Forbes Staff

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This $700 Million Merrill Advisor Pays Close Attention To Widows And CEOs

Christine Heim draws on decades of experience in accounting, currency trading and wealth management to lead her all-female team as they shepherd intergenerational family wealth.

BySergei Klebnikov,

Forbes Staff

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From Sears And Drexel To A Thriving $4.4 Billion Practice At Raymond James

Lisa Detanna oversees roughly 800 families while running financial literacy programs for clients’ children and grandchildren.

BySergei Klebnikov,

Forbes Staff

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This $1.5 Billion Morgan Stanley Advisor Specializes In Complex Cross-Border Wealth

Kay Grasman leads a boutique team focused on capital preservation and international families navigating sophisticated portfolios.

BySergei Klebnikov,

Forbes Staff

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Methodology: America’s Top Women Wealth Advisors 2026

SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients.

ByR.J. Shook,

Senior Contributor

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Forbes | SHOOK Advisors Donate $525,000 Toward Breast Cancer Research

Top Forbes | SHOOK financial advisors and major U.S. investment firms have pledged more than $525,000 toward research that relies upon AI-driven innovations to detect and treat breast cancer long before it metastases.

ByR.J. Shook,

Senior Contributor

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$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway

The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.

BySergei Klebnikov,

Forbes Staff

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$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.

BySergei Klebnikov,

Forbes Staff

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$1.4 Billion Merrill Team Prefers Complicated Clients

Travis Musgrave and Musgrave Dunn & Associates focus on a planning discipline, and proactive problem-solving.

BySergei Klebnikov,

Forbes Staff


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