The Forbes/SHOOK 2021 Top Advisor Summit To Covene The World’s Top Wealth Advisors, Representing Over $1.3 Trillion In Assets

2021 Forbes | SHOOK Top Advisor Summit


The fifth annual event will bring together America’s foremost wealth advisers and industry leaders in Las Vegas on October 4-6, 2021

NEW YORKSeptember 16, 2021 – Forbes and SHOOK Research today announced the fifth annual Forbes/SHOOK Top Advisor Summit, a gathering of the world’s top wealth advisors and industry leaders. Taking place in Las Vegas on October 4-6, 2021, this exclusive event will feature speakers representing more than $1.3 trillion in assets under management and provide a forum for elite professionals to discuss key trends, best practices and financial strategies in to discuss the industry.

Both attendees and speakers will connect to explore key issues in the world of wealth management and develop innovative tactics to take the industry to the next level. Forbes and SHOOK Research have developed an in-depth agenda that addresses the topics that industry leaders most want to discuss. In addition to keynotes from industry leaders, topics will be covered with best practices around: impact investing, team dynamics and recruitment, the future of technology, marketing for growth, investing and portfolio construction, using social media to improve relationships and build business, building an outsourced family office, intergenerational wealth, goal-based investing, practice management and working with millennials.

Like last year, the summit will have a philanthropic focus and will spotlight St. Jude Children’s Research Hospital, a pediatric treatment and research facility leading the way in how the world understands, treats and defeats childhood cancer and other life-threatening diseases. . SHOOK Research has set a goal of raising $1 million for St. Jude to fund two clinical trials for medulloblastoma, a type of brain tumor. You can learn more about these clinical trials here and here. Last year, the Forbes/SHOOK community raised $1.4 million for Make-A-Wish® and saw a child’s life-changing wish come true at the Summit.

In addition to the top advisors presenting, the list of keynote speakers includes:

· Steve Forbes – Chairman and Editor-in-Chief, Forbes

· Stephen Schwarzman – CEO, Chairman and Co-Founder, Blackstone

· Trisha Haskins – Vice President, Technology & Platform Consulting, Fidelity Investments

· Bill Miller – Chairman, Miller Value Partners

· Ron Insana – Senior Advisor, Schroders

· Liz Shook – Co-Founder & COO, SHOOK Research

· Rick Rieder – MD & Global Chief Investment Officer, Blackrock

· Richard Bernstein – CEO & Chief Investment Officer, Richard Bernstein Advisors

· Jessica Sibley – Chief Revenue Officer, Forbes

· RJ Shook – Founder and Chairman, SHOOK Research

· Brian Wesbury – Chief economist, first confidential advisers

· Gibson Smith – Founder, Smith Capital Investors

· Chris Davis – Chairman & Portfolio Manager, David Advisors

· Andy Victory – President, Merrill Lynch Wealth Management

· dr. David Kelly – Chief Global Strategist, JP Morgan Asset Management

· Jennifer Moss – Award-winning journalist and author

· John Mathews – Group MD, Head of PWM & UHNW, UBS Financial Services

Presenting advisors have been selected from Forbes/SHOOK’s top ranking of wealth advisors. Forbes published the 2021 ranking of America’s Top Wealth Advisors in August 2021. The Forbes/SHOOK Top Advisor franchise includes content, Top Wealth Advisor Directory, events and rankings such as The Top Women Advisors in America, Best-In-State Wealth Advisors and America’s Top Next Generation Wealth Advisors.

For more information about the event and agenda, visit: Forbes 2021 | SHOOK Top Advisor Summit

Vaccinations are required to attend this event, and additional health and safety policies for the summit can be found here.

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About SHOOK® Research

SHOOK® Research is the world’s only Wealth Advisor research organization with in-depth due diligence on advisor quality, including face-to-face and telephone interviews in addition to quantitative measures. The Wealth Advisor rankings appear as a feature article in Forbes Magazine,, Working Mother and regional publications. Each year, SHOOK leads an industry effort to raise millions of dollars, breaking records with Make-A-Wish, Children’s Cancer Research Fund and Susan G. Komen. For more information, visit

About Forbes

Forbes defends success by celebrating those who made it and those who strive to make it. Forbes brings together the most influential leaders and entrepreneurs who are driving change, transforming businesses and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 45 licensed local editions in 76 countries. Forbes Media’s brand extensions include real estate, education and financial services licensing agreements. For more information, visit the Forbes News Hub or Forbes Connect.

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