Broker Check

Forbes' rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. The rankings are based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), to evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Lindsey D. Rhea is recognized by Forbes as a:

  • 2021 Top Women Wealth Advisor
  • 2021 Best-In-State Wealth Advisors   
  • 2020 Top Women Wealth Advisor  
  • 2020 Best-In-State Wealth Advisors  
  • 2019 Top Next-Gen Wealth Advisor 

The Forbes Best In State, Top Women, Top Next-Gen Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Have a Question?

Thank you!