Shook Research

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Fully endorsed by the industry, SHOOK® Research is an organization of the industry’s outstanding Wealth Advisors and industry leaders, extending across all firms. Our board includes industry leaders that drive the direction of the SHOOK program, and help to establish selection criteria and promote SHOOK’s philosophies. Our Mission within the industry is to promote best practices, highest code of ethics, integrity and professionalism. Our Mission outside the industry is to promote the value of advice, raise investor confidence, and help investors find a trusted advisor.

Company Details

Employees
37
Address
Boca Raton, Fl 33445, Us
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Boca Raton.
HQ
Boca Raton, FL
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News

SHOOK Research Announces Strategic Investment from PPC Enterprises - Yahoo Finance

SHOOK Research Announces Strategic Investment from PPC Enterprises Yahoo Finance

Brockton’s Rodney Kornegay named to 2025 Forbes Best-in-State list - Enterprise News

Brockton’s Rodney Kornegay named to 2025 Forbes Best-in-State list Enterprise News

Methodology: Forbes America’s Top Wealth Advisors 2025 - Forbes

Methodology: Forbes America’s Top Wealth Advisors 2025 Forbes

Methodology: America’s Top Financial Security Professionals 2025 - Forbes

Methodology: America’s Top Financial Security Professionals 2025 Forbes

Steward Partners Honors Advisor Partners Recognized on 2025 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List - PR Newswire

Steward Partners Honors Advisor Partners Recognized on 2025 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List PR Newswire

Methodology: Best-In-State Wealth Management Teams 2025 - Forbes

Methodology: Best-In-State Wealth Management Teams 2025 Forbes

Methodology: America’s Top RIA Firms 2025 - Forbes

Methodology: America’s Top RIA Firms 2025 Forbes

Methodology: America’s Top Next-Gen Wealth Advisors 2025 - Forbes

Methodology: America’s Top Next-Gen Wealth Advisors 2025 Forbes

Methodology: America’s Top Women Wealth Advisors 2025 - Forbes

Methodology: America’s Top Women Wealth Advisors 2025 Forbes

Forbes/SHOOK Release Fourth Annual Best-In-State Advisor Rankings - Forbes

Forbes/SHOOK Release Fourth Annual Best-In-State Advisor Rankings Forbes

David A. Olson Named to Forbes Magazine's List of Best-in-State Wealth Advisors - Post Bulletin

David A. Olson Named to Forbes Magazine's List of Best-in-State Wealth Advisors Post Bulletin

The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams - Post Bulletin

The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams Post Bulletin

Steward Partners Celebrates Six Partners Ranked to Forbes' 2025 Best-In-State Wealth Management Teams - PR Newswire

Steward Partners Celebrates Six Partners Ranked to Forbes' 2025 Best-In-State Wealth Management Teams PR Newswire

Sean Yu - Cal Poly Pomona

Sean Yu Cal Poly Pomona

Methodology: America’s Top Financial Security Professionals 2023 - Forbes

Methodology: America’s Top Financial Security Professionals 2023 Forbes

Forbes Best-In-State Wealth Advisors Methodology 2020 - Forbes

Forbes Best-In-State Wealth Advisors Methodology 2020 Forbes

Forbes Top Wealth Advisors Lists 2022 - Morgan Stanley

Forbes Top Wealth Advisors Lists 2022 Morgan Stanley

Meet Kathleen - USC Dornsife Alumni - USC Dornsife

Meet Kathleen - USC Dornsife Alumni USC Dornsife

Steward Partners Acquires Consilium Wealth Management, Fueling the Continued Rapid Expansion of Its Legacy Division - PR Newswire

Steward Partners Acquires Consilium Wealth Management, Fueling the Continued Rapid Expansion of Its Legacy Division PR Newswire

Forbes Best-In-State Wealth Advisors Methodology 2021 - Forbes

Forbes Best-In-State Wealth Advisors Methodology 2021 Forbes

Methodology: Forbes Top-1000 Next Gen Wealth Advisors - Forbes

Methodology: Forbes Top-1000 Next Gen Wealth Advisors Forbes

Pepperdine University Names Two New Members to Board of Regents - Pepperdine University

Pepperdine University Names Two New Members to Board of Regents Pepperdine University

Methodology: America's Top-Ranked Financial Security Professionals 2021 - Forbes

Methodology: America's Top-Ranked Financial Security Professionals 2021 Forbes

Forbes And SHOOK Research Announce List Of Top State-By-State Advisors - Forbes

Forbes And SHOOK Research Announce List Of Top State-By-State Advisors Forbes

Thomas J. Salvino, Performance Wealth CEO Named #1 in Illinois on Barron's 2023 Top 100 Independent Advisors List - PR Newswire

Thomas J. Salvino, Performance Wealth CEO Named #1 in Illinois on Barron's 2023 Top 100 Independent Advisors List PR Newswire

Greg Large Recognized as One of America's Top Financial Security Professionals in 2021 - PR Newswire

Greg Large Recognized as One of America's Top Financial Security Professionals in 2021 PR Newswire

Canada’s Top Wealth Advisors 2022 - The Globe and Mail

Canada’s Top Wealth Advisors 2022 The Globe and Mail

Canada’s Top Wealth Advisors 2021 - The Globe and Mail

Canada’s Top Wealth Advisors 2021 The Globe and Mail

Canada’s Top Women Wealth Advisors 2023 - The Globe and Mail

Canada’s Top Women Wealth Advisors 2023 The Globe and Mail

Dominic Casanueva - Forbes

Dominic Casanueva Forbes

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