Third View Private Wealth is proud to congratulate Co-Founders and Managing Partners Frank J. McKiernan and Jerry R. Sneed, CFA, CAIA on being named to the Forbes | SHOOK Best-In-State Top Next-Gen Wealth Advisors 2026 list. This marks the third consecutive year both Frank and Jerry have received this recognition.

The annual ranking recognizes leading wealth advisors under age 40 who have distinguished themselves through their experience, client relationships, business practices and approach to wealth management.

The selection process is extensive. For the 2026 rankings, SHOOK received approximately 53,000 nominations, conducted more than 36,000 interviews, and considered 5,418 advisors for the Next-Gen ranking. Its methodology incorporates both quantitative and qualitative factors, including industry experience, client retention, best practices, credentials, compliance records, assets under management, service models, team dynamics and the impact advisors have on their clients.

For us, this recognition is especially meaningful because many of the qualities SHOOK evaluates reflect what we work to deliver every day at Third View: thoughtful advice, a high level of service, strong relationships and a commitment to continually improving the client experience.

The important work we do at Third View starts and ends with our clients. Their trust and partnership allow our team to do what we love every day, and we are grateful to share this recognition with them.

Congratulations to Frank and Jerry on their third consecutive recognition.

Third View Private Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Third View Private Wealth as of the date hereof, which are subject to change without notice at any time. Third View Private Wealth does not represent that any opinion or projection will be realized. Neither Third View Private Wealth nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

In August 2026, Frank McKiernan and Jerry Sneed were named by Forbes and SHOOK Research, LLC to the 2026 Forbes Best-in-State Top Next-Gen Wealth Advisors list. This was based on data for 3/31/25–3/31/26. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.

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