Dane Sauer

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Crain’s Chicago Business 40 Under 40: Nominees must be working in the Chicago area and be 39 or younger as of 10/14/2024. For each 40 Under 40 class, Crain’s looks for a cross-section of people from the wide range of industries we cover — technology, consumer products, real estate, health care, finance, government, nonprofits, etc. — who are proven leaders in their field. Nominees must pay a nomination fee of $199.

Nominees for AdvisorHub 200 Advisors to Watch will be ranked in three main categories. 1. Scope of practice measured by assets, production and level of service. 2. Growth of practice consisting of year over year growth in assets households and production; and lastly 3. Professionalism which includes regulatory record, community service and team diversity.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.