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Charles Schwab Sign Inadmin2025-05-21T07:54:59-05:00

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Schwab is a registered broker-dealer, and is not affiliated with Stonebrook Private or any advisor(s) whose name(s) appears on this Website. Stonebrook Private is independently owned and operated. Schwab neither endorses nor recommends Stonebrook Private. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stonebrook Private under which Schwab provides Stonebrook Private with services related to your account. Schwab does not review the Stonebrook Private Website, and makes no representation regarding the content of the Website. The information contained in the Stonebrook Private Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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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: Forbes.com (Awarded April 2025 to Todd D. Knickerbocker, data compiled by Shook Research LLC based on time period from 6/30/2023 to 6/30/2024). Advisors considered for the list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, client satisfaction/retention, compliance records, and community involvement, among others. Shook Research LLC does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. However, Stonebrook did pay for the use of promotional items for this rating. Rankings and recognition from Forbes and / or Shook Research LLC are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. For more information, visit Forbe's Best-In-State Wealth Advisors.

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