Chris Whitaker Earns Prestigious Forbes Award
We are proud to share that our very own Chief Wealth Manager, Chris Whitaker, CFP®, AIF® has been named to the Forbes 2026 Best-In-State Next-Gen Wealth Advisors ranking in California!
This national recognition highlights a select group of wealth advisors under the age of 40 who are operating at a high level within the profession. For Apriem, it is an exciting recognition of something our clients and team have experienced firsthand: Chris’s commitment to serving families with care, integrity, and thoughtful financial guidance.
A Standout Achievement
Chris’s recognition is especially meaningful given the highly selective nature of the Forbes Best-In-State Next-Gen Wealth Advisors ranking. Approximately 53,000 nominations were received for the 2026 research process, making Chris’ inclusion an exciting and significant achievement.
Recognition That Reflects a Commitment to Clients
While awards are never the reason we do what we do, recognition like this is meaningful because of what it represents.
Chris has built his career around helping individuals and families make thoughtful decisions about their wealth, particularly as their lives, families, and financial circumstances evolve. His approach reflects the values we strive to bring to every client relationship at Apriem: putting people first, listening carefully, and providing guidance designed around what matters most to each family.
Please join us in congratulating Chris on this outstanding achievement. We are incredibly proud to have him as part of the Apriem team and excited to see his dedication to our clients and the wealth management profession recognized by Forbes.
Disclosures
The Forbes 2026 Best-In-State Next-Gen Wealth Advisors ranking recognizes leading wealth advisors under age 40 who meet established industry experience, business, and compliance criteria. Chris Whitaker, CFP®, AIF®, of Apriem Advisors was named to the 2026 Best-In-State Next-Gen Wealth Advisors ranking for California. The Forbes | Shook® Top Next-Gen Wealth Advisors and Forbes | Shook Best-in-State Next-Gen Wealth Advisors rankings are the product of Shook Research, LLC’s independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of March 31, 2026. Published by Forbes (August 2026). Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to 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. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor.
Apriem Advisors did not pay a fee for consideration or inclusion in the ranking but may pay for licensing and marketing materials. This recognition is not indicative of future performance and may not be representative of any one client’s experience.
For more information, please visit https://www.forbes.com/sites/molly-bennard/2026/08/11/methodology-2026-forbes–shook-top-next-gen-wealth-advisors/