We are pleased to announce that the wealth management team at Manifest, led by Andy Schelitzche, CFP®, ChFC and Adam Grantham, CFP®, ChFC, was recently recognized on Forbes’ 2026 Best-In-State Wealth Management Teams list, based on their 2025 productivity and activity. This is the second consecutive year they have earned this achievement, and it reflects their unwavering commitment to delivering exceptional service, comprehensive strategies, and personalized financial solutions to clients nationwide. 

Inclusion on this prestigious list underscores the expertise and dedication our team provides clients. We consistently strive to provide excellence in every client interaction. We look forward to continuing this excellence in 2026 and beyond as we continue serving as valued advisors to individuals and families.

Manifest serves clients throughout the country with offices in Maple Grove and Lakeville, Minnesota, and Palatine, Illinois. To learn more about what Manifest has to offer, click here, or contact our offices by emailing info@manifestplanning.com.

Awards criteria

The 2026 Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The qualitative criteria focus on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm weighs factors like revenue trends, assets under management, and compliance records. 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.

Nearly 46000 nominations were received for individuals and teams. Over 18000 phone, virtual, and in-person interviews occurred of advisors who meet pre-determined minimum thresholds and acceptable compliance records.

Basic nomination requirements are: Minimum of 7 years as an advisor for at least 1 team member, fully operational as a team for a minimum of 1 year, completion of online survey, over 50% of business must be with individuals, with an acceptable compliance record.

Quantitative Metrics include revenue/production; weightings assigned for each, assets under management - and quality of those assets - both custodied and a scrutinized look at assets held away, and client-related data, such as retention rates. Portfolio performance is not a factor.

Qualitative Metrics include the above mentioned interviews, compliance records, investor experience during advisor relationship, credentials, team dynamics if applicable, community development, discussion with management, peers and competing peers, and U4 regulatory record.

The algorithm is designed to fairly compare the business practices of a large group of teams based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred “best practices,” business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of teams against each other.

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