2026 Forbes’ Best-In-State Wealth Advisor

Manifest and Andy Schelitzche once again earned the spotlight for being a top ranked 2026 Forbes’ Best-In State Wealth Advisor, based on data compiled by SHOOK Research. Gaining a position on this list is especially important in times when investors are confronting uncertainty, and Forbes states that their goal is to cut through the information overload investors may feel and help them choose the right financial advisor. 

“After a strong run in recent years, investors are once again confronting uncertainty, with sudden swings that can challenge even seasoned market participants. These are the moments when financial advisors prove their worth,” it states on the Forbes award website. “The advisors featured in the eighth annual Forbes | SHOOK Best-In-State Wealth Advisors ranking have done just that, guiding clients through an increasingly complex investment landscape.”

This ranking is the third consecutive year Manifest has been named on this list, and earlier this year the Manifest Team earned its second consecutive Forbes Best-In-State Wealth Management Team award.

Forbes’ ranking, compiled by SHOOK Research, is based on both quantitative and qualitative factors, including interviews, and evaluates advisors nominated by their firms.

“Here's what our research has found: the very best advisors are laser focused on making a difference in their clients' lives; they want to add meaning and help them live better lives.”  --R.J. Shook

Data provided by SHOOK® Research, LLC — Data as of 6/30/25. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.

2026 Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

AdvisorHub 250 Advisors to Watch

In addition to the Forbes’ Best-In-State Wealth Advisor recognition, Manifest made the list of 250 Advisors to Watch in the under $1 billion category that was recently published by AdvisorHub. This annual list recognizes top-performing advisors and practices across the country.

The Advisors to Watch ranks advisors on the basis of 1) scale and quality of practice, 2) year over year growth and 3) overall professionalism. Nominees are required to have a minimum of seven years of experience, $150 million minimum AUM, and a clean regulatory record. Participation in this ranking is open to any firm or advisor and there are no fees for participation.

“These factors allow us to highlight a more dynamic mix of advisors – not just the largest or most established, but also those building innovative, forward-thinking practices,” states Tony Sirianni, Publisher and CEO of AdvisorHub.

Andy expressed his gratitude and thanked his team for their support: “While it feels good to know that all of the hard work I put in over the years has led to us being able to help a lot of people while building a successful business, what I'm most proud of is the amazing team of people I've put together,” he stated. “Their professionalism, intelligence, and overall good nature is what has enabled us to do such great work for our clients while continuing to grow this business and expand our reach over the years. I am blessed to call them colleagues and friends.”

A full listing of the 250 Advisors to Watch can be found on the AdvisorHub website.   

The AdvisorHub 2026 Advisors to Watch ranking was awarded in June 2026. Nominees were evaluated based on data from the period preceding the award. The ranking is determined using modern industry metrics and ranks advisors on three core categories: 1) scale and quality of practice (including assets under management, revenue, and team structure), 2) year-over-year growth (asset and client metrics), and 3) overall professionalism (clean regulatory record, credentials, and a minimum of seven years of industry experience). To be eligible, nominees must also have a minimum of $150 million in assets under management (AUM) and have worked at their current firm for at least two years in good standing.

No fee or compensation was paid by the advisor or LPL Financial to participate in, receive, or promote this ranking. This recognition is not indicative of the advisor’s future performance, does not guarantee investment success, and should not be construed as a current or past endorsement of the advisor by any client.

Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.

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.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Our We are thrilled to introduce Amanda Taffe as our Office/Administration Associate in the Lakeville office. Amanda brings with her a wealth of community involvement. She has extensive experience in real estate, massage therapy, and small business marketing. is built on a foundation of thoughtful client relationships.