America’s Top Wealth Management Teams: Private Wealth (2022) was a historical Forbes ranking, with data compiled by SHOOK Research LLC for the period March 31, 2021, through March 31, 2022. Forbes’ profile for Strauss Lewis Kahn Wealth Management Group identifies the team at No. 90 and says the award was made in November 2022. The ranking is a record of recognition for that award cycle—not a current ranking or evidence that a team will deliver a particular investment result.
What the 2022 ranking was
The title refers to Forbes’ annual ranking of wealth-management teams in its “Private Wealth” category. It should not be read as a general list of all financial advisers, nor as a current assessment: the ranking is tied to a specific award year and a defined data window.
When the ranking was published and what period it covered
Forbes’ profile for Strauss Lewis Kahn Wealth Management Group says the 2022 recognition was awarded in November 2022 and that SHOOK Research LLC compiled data covering March 31, 2021, through March 31, 2022. Those dates describe the 2022 award cycle, not information current to 2026.
Merrill’s MG & Associates profile describes the Forbes recognition as an annual November release using data as of March 31 of the award year. Its page lists the team’s recognition for 2022, 2023, and 2024; that history does not establish the team’s standing in later years.
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What a listed placement shows
Forbes’ Strauss Lewis Kahn Wealth Management Group profile gives the team a No. 90 placement in the 2022 list. This is a concrete example of an entry, not the complete roster or evidence about how other teams ranked. The available profiles do not establish the total number of teams, rank distribution, or comparable details such as each team’s services, client profile, fees, or minimum relationship size.
What Forbes says about placement
Forbes’ profile states: “Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.” This is Forbes’ disclosure about placement and independent determination. The available profile does not provide the complete eligibility rules, scoring weights, evidence reviewed, or validation procedure, so it does not support broader conclusions about every part of the ranking process.
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How to use the recognition when evaluating a wealth manager
A ranking entry establishes recognition under a particular process and time period. The cited profiles do not show that the ranking predicts investment performance or determines whether a team is suitable for an individual client. Evaluate a prospective adviser directly and ask about matters relevant to your circumstances, including:
- Which services the team provides and whether they match your needs.
- The team’s experience with clients in situations like yours.
- How the team is compensated, what fees and other costs apply, and any conflicts of interest.
- Who will work with you and how responsibilities are divided.
- How the team would address your goals, risk tolerance, and time horizon.
These are practical questions for choosing an adviser, not confirmed criteria in SHOOK’s 2022 ranking methodology.
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