The Masters List: How 12 Wealth Management Teams Became the Best in the Business

by R.J. Shook, Mark Tatge (Editor)

R.J. Shook chronicles how 12 of America's highest-ranked wealth management teams rose to prominence and redefining the future of an entire industry. The Master's List details how each top-ranked team, based on rankings produced by SHOOK Research and published in Forbes, are redefining high-end service with bespoke client experiences, institutional-grade investing, and differentiated approaches to team structure and client engagement. While their models vary-from boutique, high-touch teams that deliver a highly curated and exclusive client experience to ultra-customized family office services or highly scalable teams-they are united by a deep sense of purpose, driven to create lasting impact for the families they serve. R.J. Shook's books are widely read by those seeking to emulate the success of these teams. SHOOK Research, founded by the author, is the only firm in the world that researches and ranks advisors both quantitatively and a deep qualitative evaluation. This book edited by Mark Tatge, a former senior editor at Forbes, is an extension of that research.

268 pages, Kindle Edition

Published October 26, 2025