FAQs

Question 1

What does Veritant do?

Accepted Answer

Veritant produces independent, research-based rankings of top financial advisors and brings the industry together through high impact and high energy events. Behind every ranking is real due diligence — over 10 years, we've reviewed more than 50,000 survey submissions and met with over 7,000 advisors in person.

Question 2

Where are the historical Rankings?

Accepted Answer

All current rankings can be found on Forbes.com. Check back soon for historical rankings on our website.

Question 3

Research cycle and rankings calendar

Accepted Answer

The first Veritant Research rankings will be published in December 2026, starting with the Top RIA Firms. The 2027 research cycle opens for submissions in January 2027. A full calendar of criteria, submission deadlines and publication dates will be published before submissions open.

Question 4

Can I submit my survey now?

Accepted Answer

Not yet. Submissions open in January 2027, and there is no cost to apply or be considered. Join our email list below and we’ll let you know when the cycle opens. Submissions will be accepted via our website, starting in January 2027.

Question 5

I was previously named to a Forbes | Shook list. Can I still market my award?

Accepted Answer

Yes, you can still market the award under the Forbes | Shook rankings, subject to your firm's guidance. You can market the award consistent with the naming convention provided at the time.

Question 6

Do I need to reapply each year to be considered for the ranking?

Accepted Answer

Yes. Advisors are required to confirm their information annually in order to be considered. Advisors are evaluated against the published criteria for each research cycle. Any data you submitted in the 2026 calendar year will be used as part of our due diligence process for 2027 rankings. You may be asked to refresh and or confirm certain information prior to 2027 publication.

Question 7

Is there a cost to apply or be ranked?

Accepted Answer

No. There is no cost to apply, be considered or be ranked. Advisors may choose to purchase marketing materials after recognition, but those purchases do not influence the research or ranking outcome.

Question 8

How are the rankings determined?

Accepted Answer

What is coming next