Forbes Top Next-Gen Wealth Advisors Best-In-State 2024

Forbes magazine named Cerity Partners’ Andrew Hoercher, Cristina Paul, and Alec Broughton to its 2024 Top Next-Gen Wealth Advisors Best-In-State for New York City and Kentucky.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Read more about the methodology.