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Todd Knickerbocker was ranked in June 2025 as one of the Advisors to Watch: RIA (250 RIAs to Watch) by AdvisorHub., based on data supplied by Stonebrook Private for the period of 12/31/2023 through 12/31/2025. Stonebrook Private did not pay a fee to be considered for this ranking. However, compensation was paid by Stonebrook for the use of promotional materials. For more information, visit: https://www.advisorhub.com/advisors-to-watch-ria-2025/
Citywire 50 Growers Across America (2023-2024): Stonebrook Private was ranked as a 50 Growers Across America RIA in August 2024 by Citywire, based on Form ADV data from 2023. Stonebrook Private did not pay a fee to be included in the ranking. The list is an independent, third-party ranking using publicly available data with no input or data submission by Stonebrook Private or its advisors. In summary, Citywire evaluated publicly available data on the number of financial planning clients, excluding RIAs that are affiliated with a broker-dealer or other institution, and looked at percentage growth and monetary growth in assets under management, and percentage growth in employees in 2023. For more information, visit Citywire RIA: 50 Growers Across America 2024.
Source: The Forbes Best-In-State Wealth Advisors ranking, developed by Shook Research, based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data. The ranking considers factors including, but not limited to: assets under management, revenue generated for their firms, client retention, industry experience, compliance records, and best practices learned through telephone and in-person interviews. The ranking period reflects performance evaluated from 6/30/2024 to 6/30/2025. Neither Stonebrook Private nor Todd Knickerbocker paid a fee to Forbes or SHOOK Research in exchange for placement on this ranking. Rankings and recognition are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client. For more information, visit www.forbes.com/best-in-state-wealth-advisors.
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