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  • NextGen Advisors
    14269 N 87th St Ste 105 Scottsdale, AZ 85260-3694 T: 480.508.7525 F: 480.508.7529
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Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Read
Read
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Read
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Read
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Read
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

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NextGen AdvisorsNextGen Advisors
  • 14269 N 87th St Ste 105 Scottsdale, AZ 85260-3694
  • T: 480.508.7525
  • F: 480.508.7529
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Forbes Best-in-State Wealth Management Teams 2024



The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,007 nominations, more than 7,321 advisors received the award. This ranking is based upon the period from 6/30/21 to 6/30/22 and was released on 4/4/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.

2022: 34,925 nominations with more than 6,550 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.