Forbes 2026 Best-In-State Wealth Advisors List

EDITED BY SERGEI KLEBNIKOV AND SHOOK RESEARCH

APRIL 07, 2026, 10:00 AM

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- For wealth advisors, 2026 has already proven to be another test of discipline. Markets have been whipsawed by tariff disputes, Middle East tensions, volatile oil prices and shifting expectations for interest rates. After a strong run in recent years, investors are once again confronting uncertainty, with sudden swings that can challenge even seasoned market participants. These are the moments when financial advisors prove their worth. Beyond managing portfolios, they help clients navigate volatility, stick to long-term plans and avoid costly emotional decisions. The advisors featured in the eighth annual Forbes | SHOOK Best-In-State Wealth Advisors ranking have done just that, guiding clients through an increasingly complex investment landscape. Collectively, this year’s Best-In-State advisors oversee $20.6 trillion in assets. Forbes’ ranking, compiled by SHOOK Research, is based on both quantitative and qualitative factors, including interviews, and evaluates advisors nominated by their firms.

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David Karp

- Firm: Cresset

- Location: Reston, Virginia

- Team Custodied Assets: $6.6 billion

“In building a portfolio, there are only three things we have control over: fees, risk and taxes. I can’t control markets.”

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Holly Kroft

- Firm: Neuberger Berman

- Location: New York, NY

- Team Custodied Assets: $4.4 billion

“A wealthy life—and a successful wealthy life—encompasses far more than just your investments.”

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Data provided by SHOOK® Research, LLC — Data as of 6/30/25. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s 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 indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.

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Nick Tagliere

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Peter Tillinghast

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Bruce Ledoux

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Listees do not pay a fee for placement on Forbes Rankings. Listees on this ranking highlighted in color have paid a fee for enhanced features on their corresponding profile. Use of Forbes list data, or commercial promotion of an appearance on a Forbes list is unauthorized without a license.

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