Wheelock Investment Group

The Wheelock Investment Group has a belief that wealth goes beyond money. It includes the blessings of family and the richness of friendship. It’s the peace of mind that allows you to focus on the things that you care most about; while the team focuses on you and the family you love. That’s why they’re so proud to have earned the loyalty of 195 multigenerational families that have been friends and clients for 25 years or more. Perhaps that explains their 99.2% client retention rate* and why small business owners, professionals, executives, athletes, non-profits and the founding families of some of the largest companies in the world have already hired them.

Named to Barron’s Top 1,200/Barron's Top 1,000 Financial Advisors for 16 years in a row, 2009–2025

Ranked in the Top 10 Financial Advisors in Minnesota

Ranked #1 Financial Advisor in Minnesota, 2020
Ranked #2 Financial Advisor in Minnesota, 2021, 2018, 2012
Ranked #3 Financial Advisor in Minnesota, 2019, 2011, 2010
Ranked #4 Financial Advisor in Minnesota, 2023, 2015
Ranked #5 Financial Advisor in Minnesota, 2017, 2014, 2013
Ranked #6 Financial Advisor in Minnesota, 2016, 2009

Ranked in the Top 20 Financial Advisors in Florida

Ranked #15 Financial Advisor in Florida, 2022
Ranked #17 Financial Advisor in Florida, 2024
Ranked #20 Financial Advisor in Florida, 2025

Named a Forbes Best-in-State Wealth Management Team, 2024-2026

Recognized as Forbes Best-In-State Wealth Advisor, 2018–2025

Ranked in the Top 5 Wealth Advisors in Minnesota

Ranked #1 Wealth Advisor in Minnesota, 2023
Ranked #2 Wealth Advisor in Minnesota, 2022
Ranked #3 Wealth Advisor in Minnesota, 2018
Ranked #4 Wealth Advisor in Minnesota, 2021, 2020, 2019

Ranked in the Top 15 Wealth Advisors in Florida

Ranked #8 Wealth Advisor in Florida, 2024
Ranked #11 Wealth Advisor in Florida, 2025

Awarded The Financial Times 400 Top Financial Advisors (FT400), 2013 and 2019

Named to Forbes - America’s Top Wealth Advisors

2016 - Published as "America’s Top Wealth Advisors: The Pros Millionaires and Billionaires Trust with Their Money"

Named to AdvisorHub's Advisors to Watch, 2022-2024

Ranked in the Top 50 Financial Advisors in Minnesota (with assets over $1 billion)

Ranked #44 Financial Advisor in Minnesota, 2023
Ranked #50 Financial Advisor in Minnesota, 2022

Ranked in the Top 55 Financial Advisors in Florida (with assets over $1 billion)

Ranked #53 Financial Advisor in Florida, 2024

Recognized by National Association of Board Certified Advisory Practices Top Wealth Managers, 2011 and 2012

The 2019 Forbes "Best-In-State Wealth Advisors" award was announced February 2019. Data as of 6/30/2018. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award 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. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2025 Forbes “Best-In-State Wealth Management Teams” award was announced January 2025. Data as of 3/31/24. The award 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 was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information:  <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

*as of 10/4/2024 National Association of Board-Certified Advisory Practices Top Wealth Managers The 2011 National Association of Board-Certified Advisory Practices’ (NABCAP) Top Wealth Managers Award was announced February 2011. Data as of 9/30/2010. The 2012 NABCAP Top Wealth Managers Award was announced February 2012. Data as of 9/30/2011. NABCAP ranked advisors based on 20 categories of practice management. NABCAP also screened advisors on criteria including regulatory and compliance record. Investment banks with large retail brokerages were excluded. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2009 Barron’s “Top 1,000 Financial Advisors” award was announced February 9, 2009. Data as of 8/31/2008. The 2010 Barron’s “Top 1,000 Financial Advisors” award was announced February 22, 2010. Data as of 8/31/2009. The 2011 Barron’s “Top 1,000 Financial Advisors” award was announced February 21, 2011. Data as of 8/31/2010. The 2012 Barron’s “Top 1,000 Financial Advisors” award was announced February 20, 2012. Data as of 8/31/2011. The 2013 Barron’s “Top 1,000 Financial Advisors” award was announced February 18, 2013. Data as of 8/31/2012. The 2014 Barron’s “Top 1,200 Financial Advisors” award was announced February 24, 2014. Data as of 8/31/2013. The 2015 Barron’s “Top 1,200 Financial Advisors” award was announced February 24, 2015. Data as of 8/31/2014. The 2016 Barron’s “Top 1,200 Financial Advisors” award was announced March 7, 2016. Data as of 8/31/2015. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, the representative’s assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance. The 2017 Barron’s “Top 1,200 Financial Advisors” award was announced March 2017. Data as of 9/30/2016. The 2018 Barron’s “Top 1,200 Financial Advisors” award was announced March 2018. Data as of 9/30/2017. The 2019 Barron’s “Top 1,200 Financial Advisors” award was announced March 2019. Data as of 9/30/2018. The 2020 Barron’s “Top 1,200 Financial Advisors” award was announced March 2020. Data as of 9/30/2019. The 2021 Barron’s “Top 1,200 Financial Advisors” award was announced March 2021. Data as of 9/30/2020. The 2022 Barron’s “Top 1,200 Financial Advisors” award was announced March 2022. Data as of 9/30/2021. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2018 Forbes “Best-In-State Wealth Advisors” award was announced February 2018. Data as of 6/30/2017. The 2019 Forbes “Best-In-State Wealth Advisors” award was announced February 2019. Data as of 6/30/2018. The 2020 Forbes “Best-In-State Wealth Advisors” award was announced January 2020. Data as of 6/30/2019. The 2021 Forbes “BestIn-State Wealth Advisors” award was announced February 2021. Data as of 6/30/2020. The 2022 Forbes “Best-In-State Wealth Advisors” award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com. The 2016 Forbes “Top Wealth Advisors” award was announced September 2016. Data as of 6/30/2016. The 2017 Forbes “Top Wealth Advisors” award was announced September 2017. Data as of 6/30/2017. The award was developed by SHOOK Research and is based on quality of practice learned through telephone and in-person interviews, 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. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. The 2013 Financial Times “400 Top Financial Advisors” award was announced April 2013. Data as of 9/30/2012. The 2019 Financial Times “400 Top Financial Advisors” award was announced April 2019. Data as of 6/30/2018. The award is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

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