The two lists
| Source | Method | Coverage |
|---|---|---|
| Forbes: America's Top Wealth Advisors 2026 | Forbes JSON API, deterministic (curl + jq, $0) | 250/250 |
| Forbes: America's Top Next-Gen Advisors | Headless-browser agent (list paginates via GraphQL) | 100/100 |
Both lists are compiled by SHOOK Research (data period 6/30/24 – 6/30/25). The list seed carries rank, firm, location, team AUM, account minimums, and typical client net worth per advisor.
Evidence policy for enrichment
Source roles, high → low: sec_finra_regulatory > forbes_shook > firm_official > professional_press > general_press > social_or_third_party_db.
- Regulatory facts (CRD, registration): SEC IAPD / FINRA BrokerCheck.
- Positioning and visual-brand fields must cite the firm's own site — press paraphrase is rejected.
- Every field write carries a verbatim quote, URL, access date, and source role. Missing values get explicit gap records with the queries tried.