Forbes 2026 Next-Gen Wealth Advisors List: Shaping $1.5 Trillion of Future Assets

Forbes' new‑generation wealth‑advisor roster reveals how $1.5 trillion of assets will be stewarded by a younger cohort in 2026.

Sector Ripples of the Generational Shift

■40% of today’s advisors are set to retire within the next decade, making way for 100 next‑gen advisors born after 1987.

■These newcomers bring 4+ years of experience, acting as a bridge for inter‑generational wealth transfers.

■Managed assets of $1.5 trillion often grant early‑stage exposure to private firms like SpaceX, Anthropic, and OpenAI before they go public.

Investors’ New Magnet

■Bryan Longpre, after a career‑ending elbow injury, now channels his expertise into helping affluent families invest in pre‑IPO private companies.

■Nick Deidiker swapped 100‑hour workweeks for a sustainable advisory practice, guiding young families through multigenerational wealth planning.

■Elisabeth Dewailly, raised in a low‑income South Texas town, leverages her scientific background to fine‑tune portfolios for high‑net‑worth clients.

Transparency and Performance Metrics

■Shook Research’s methodology blends in‑person, virtual, and telephone due diligence to assess criteria such as client impact, industry experience, client retention, best‑practice reviews, credentials, and compliance records.

■Quantitative factors like assets under management and revenue generated gauge an advisor’s contribution to their firm, while investment performance is excluded to respect varied risk tolerances.

■The rankings aim to help investors identify advisors but do not guarantee future returns nor constitute an endorsement of any specific professional.

Markets are poised to feel the ripple effect of this tech‑savvy, next‑gen advisory class. Heightened demand for early‑stage tech exposure will intensify competition among wealth managers, driving up service quality and transparency standards. Ultimately, intergenerational wealth transfer will be judged not just by asset magnitude but by the ability to create sustainable, long‑term value.