{"id":5696,"date":"2025-08-13T18:47:00","date_gmt":"2025-08-13T23:47:00","guid":{"rendered":"https:\/\/mai.capital\/?post_type=resources&#038;p=5696"},"modified":"2025-08-14T08:39:03","modified_gmt":"2025-08-14T13:39:03","slug":"forbes-top-next-gen-wealth-advisors","status":"publish","type":"resources","link":"https:\/\/mai.capital\/resources\/forbes-top-next-gen-wealth-advisors\/","title":{"rendered":"Forbes Top Next-Gen Wealth Advisors Best-In-State List"},"content":{"rendered":"\n<p>We are pleased to share that three of our advisors were named to the Forbes Next-Gen Wealth Advisor List in their respective states.<\/p>\n\n\n\n<p><a href=\"https:\/\/mai.capital\/team\/lauren-lippert\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lauren Lippert, CPA, CFP\u00ae<\/a>, Senior Wealth Advisor, Managing Director, serves as a trusted Family Office advisor. Her experience spans trust administration, financial literacy education, and a wide range of family office services, including budgeting and cash flow planning, estate planning, and tax strategy.<\/p>\n\n\n\n<p><a href=\"https:\/\/mai.capital\/team\/joe-lum\/\" target=\"_blank\" rel=\"noreferrer noopener\">Joe Lum, CFP\u00ae<\/a>, Regional President, Managing Director, advises successful individuals and families throughout the sports, technology, and business worlds, designing and implementing comprehensive wealth planning and investment strategies.<\/p>\n\n\n\n<p><a href=\"https:\/\/mai.capital\/team\/riley-rindo\/\" target=\"_blank\" rel=\"noreferrer noopener\">Riley Rindo, CFP\u00ae, CRPC\u2122<\/a>, Senior Wealth Advisor, Managing Director, utilizes a needs-based client experience, helping clients determine an appropriate risk tolerance in their portfolios and creating a customized solution to meet their needs.<\/p>\n\n\n\n<p>To view the full list, visit: <a href=\"https:\/\/www.forbes.com\/lists\/best-in-state-next-gen-advisors\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.forbes.com\/lists\/best-in-state-next-gen-advisors\/<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>On August 6, 2025, in the Forbes Top Next-Gen Wealth Advisors Best-In-State List, Lauren Lippert ranked 18<sup>th<\/sup> out of 76 in Ohio, Riley Rindo ranked 8<sup>th<\/sup> out of 76 in Ohio, and Joe Lum ranked 25<sup>th<\/sup> out of 79 in Northern California. (On 8\/9\/24, Joe Lum ranked 64<sup>th<\/sup>\u00a0out of 64 on the list for California \u2013 Northern CA.)<\/p>\n\n\n\n<p>Information provided was based on data as of March 15, 2025 with subsequent data updated per request from Forbes as of March 31, 2025. The Forbes Next-Gen Wealth Advisors rankings, developed by\u00a0<a href=\"http:\/\/www.shookresearch.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">SHOOK Research<\/a>, is based on an algorithm of qualitative criteria\u2014mostly gained through telephone, virtual, and in-person due diligence interviews\u2014and quantitative data. Those advisors that are considered have a minimum of four years&#8217; 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. 4,653 individuals were considered for the 2025 Next-Gen ranking. For more information on the methodology for this ranking\u00a0<a href=\"https:\/\/www.forbes.com\/sites\/rjshook\/2025\/08\/06\/methodology-americas-top-next-gen-wealth-advisors-2025\/\" target=\"_blank\" rel=\"noreferrer noopener\">click here.<\/a><\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>We are pleased to share that three of our advisors were named to the Forbes Next-Gen Wealth Advisor List in their respective states.<\/p>\n","protected":false},"author":8,"featured_media":10511,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"tags":[],"resources_category":[10],"evoke_category":[],"evoke_tag":[],"class_list":["post-5696","resources","type-resources","status-publish","format-standard","has-post-thumbnail","hentry","resources_category-rankings"],"acf":[],"yoast_head":"<!-- This site is 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