Named to FORBES 2018 Top Next-Gen Wealth Advisors.
Brady Raanes, CFA, CFP®, CMT
DIRECTOR OF INVESTMENT STRATEGY, RCA
Data provided by SHOOKTM Research, LLC Data as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. 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 derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry
experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue
generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have
audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation
from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients'
experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution
but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary
depending on a range of circumstances.