Advisor Ranking Firm Rebrands to Veritant
Investors who follow advisor rankings should look for the new Veritant name on upcoming industry lists.
Updated on Oct. 15, 2026 in Financial Planning
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SHOOK Research has rebranded to Veritant, continuing its partnership with Forbes to publish advisor rankings. The change follows an evolution in the company's research methodology and technology infrastructure used to evaluate financial firms.
Why it matters
The transition to Veritant reflects a shift toward updated research processes aimed at transparency and independence in advisor evaluation. Households using these rankings to vet potential financial advisors may now see the firm's lists published under the new brand name.
Since 2016, the firm has produced advisor rankings using a mix of qualitative and quantitative data. The company is now moving toward its 2027 cycle, which will feature a full slate of rankings and events under the new Veritant name.
The players
Veritant
A Boca Raton-based research firm that evaluates and ranks financial advisors.
Forbes
A media company that partners with Veritant to publish lists of top financial advisors and firms.
The details
Veritant has upgraded its internal tools, technology, and data capture systems to refine how it assesses financial advisors. This evolution is designed to enhance the transparency of the evaluation process for investors. The firm maintains its partnership with Forbes to release its advisor rankings, starting with the Forbes | Veritant Top RIA Firms list.
Timeline
2016: The firm began producing advisor rankings.
October 15, 2026: Veritant officially launched its new brand and website.
2027: A full slate of rankings and events is scheduled to be released.
Money Landscape
The transition to Veritant follows a year-long evolution in the firm's research processes. This move updates the branding around the well-known Forbes | Veritant Top RIA Firms list, maintaining continuity in the advisor-ranking industry.
Investors who use these rankings to screen potential advisors should look for the Veritant name on future lists. If you are in the process of vetting an advisor, consult a qualified financial professional to ensure their credentials and strategy align with your specific household goals.
The takeaway
The research firm previously known as SHOOK Research is now operating as Veritant. When reviewing advisor lists, verify the research criteria used by the firm and discuss any potential advisor candidates with a qualified financial professional to confirm they suit your needs.
Further reading
For help evaluating financial professionals for your portfolio, see our guide to Financial Planning.
More information
Find more details on the firm's current methodology at the Veritant company information page.
Source note: This article includes information reported by Financial Post.
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