SHOOK Research represents the industry standard for advisor quality and integrity and is the independent research organization responsible for conducting the annual rankings of Top Wealth Advisors, Teams, Women, Next Gen, RIAs and Financial Services Professionals, published in partnership with Forbes. 

Our rankings are the only ones rooted in rigorous, in-person and telephone due diligence. We meet every eligible advisor face to face, assessing them on both quantitative performance and the qualitative integrity that numbers alone can't capture. Advisors and their firms do not pay to be ranked.

Whether you're an advisor seeking recognition, an investor searching for a trusted professional, or a firm committed to elevating industry standards - SHOOK Research is your benchmark.

SHOOK Research

The Boca Raton office focuses on financial analysis, IT consulting, and partnership management in a collaborative environment.

Boca Raton

RJ Shook

This department focuses on gathering, analyzing, and interpreting data to support decision-making processes.

Research and Analysis

This department oversees the planning, coordination, and execution of events.

Event Management

This department focuses on conducting and managing research initiatives to drive insights and innovation.

Research Division

This department focuses on collecting, processing, and interpreting data to support decision-making and strategic planning.

Data Analysis

This department provides strategic direction and governance for the organization, overseeing operations and revenue generation.

Executive Leadership

This department conducts in-depth financial analysis to support decision-making and strategy development.

SHOOK Research

Org chart

Teams

Research and Analysis

Event Management

Research Division

Data Analysis

Executive Leadership

Financial Research

Offices

SHOOK Research

Org chart

Teams

Research and Analysis

Event Management

Research Division

Data Analysis

Executive Leadership

Financial Research

Offices

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