“I’m proud to congratulate Andrew on this well-deserved recognition. His commitment to building trusted relationships and delivering thoughtful, personalized guidance continues to make a meaningful difference in the lives of his clients,” said Kevin Reed, President of the firm’s Private Client Group. “At Janney, we’re honored to support Andrew and to have him representing the very best of our advisor community.”
Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 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. 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. Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Source: Forbes.com (August, 2025). For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
