Top Advisor/SHOOK

$770 Million UBS Team In Denver Compares CNBC To Watching Cracks In The Highway
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.
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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.
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A $1.2 Billion UBS Advisor With An Affinity For Car Dealers
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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.
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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.
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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.
Forbes Staff
$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.
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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.
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