Team News & Highlights
-
October 22, 2026
Varun Named in Forbes 2026 Next- Gen Wealth Advisors List
Over the next two decades, an estimated $85 trillion is expected to pass from Baby Boomers and the Silent Generation to their heirs, according to Cerulli Associates. This largest wealth transfer in American history is creating new opportunities and challenges for America’s brightest and youngest wealth advisors. This year’s Forbes | Shook Best In State Next-Gen Wealth Advisors list features advisors who have more than met the challenge.
Congratulations to CPC’s Varun Marneni, who has once again been named to the list. “These advisors set the standard, and in doing so they raise it for everyone,” said Forbes. We agree. Congratulations, Varun!
The Forbes America’s Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2026) included: 53,000 nominations, 5,418 individuals considered and 2,171 individuals won the Best-in-State Next-Gen ranking. This ranking is based upon the period from 3/31/25 to 3/31/26 and was released on 8/11/26. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors.
Ready to begin?
Contact us
