For the third consecutive year, JNBA Financial Advisors Chairman and CEO Richard S. Brown has been named to the 2026 Forbes Best-in-State Top Wealth Advisors – Minnesota – Minneapolis Area High Net Worth list. This is his seventh year appearing on the list, and the third year in a row being named as one of the top three wealth advisors in the state of Minnesota.
The Forbes list is ranked by SHOOK Research, who received over 52,000 nominations for this year’s honors. The research methodology considers revenue trends, assets under management, industry experience and service models along with insights gleaned from firm nominations and in-depth interviews. The best-in-state classification supports SHOOK’s emphasis in local representation, noting “Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it’s nice to have them close by.”
“Our team at JNBA prides itself on our authentic and longstanding relationships with our clients,” said Kim Brown, president of JNBA Financial Advisors. “Our team is driven to go above and beyond to advocate for our clients, and it shows in our more-than-97-percent client retention rate since we began tracking in 2001. As a servant leader, Richard has set the bar high, and our team is passionate about meeting or exceeding the challenge. Congratulations to Richard and the entire team at JNBA for this meaningful recognition.”
Building on a rich history of operating as an independent fiduciary, JNBA’s business has grown to $2 billion in assets under management. JNBA is dedicated to being an advocate for its clients, employees and community, fueling the expansion of its family office services and offices in Duluth, Minn and Bonita Springs, Fla.
As it pertains to the Forbes Best-In-State Top Wealth Advisors – Minnesota – Minneapolis Area High Net Worth, the 2026 award was published online on April 7, 2026. As it pertains to the Forbes Best-In-State Wealth Advisors. As it pertains to the Forbes Best-In-State Wealth Advisors, the 2025 award was published online on April 8, 2025. As it pertains to the Forbes Best-In-State Wealth Advisors, the 2024 award was published online on April 3, 2024. As it pertains to the Forbes Best-In-State Wealth Advisors, the 2022 award was published online on April 7, 2022. As it pertains to the Forbes Best-In-State Wealth Advisors, the 2021 award was published online on February 11, 2021. As it pertains to the Forbes Best-In-State Wealth Advisors, the 2020 award was published online on January 16, 2020. As it pertains to the Forbes Best-In-State Wealth Advisors, the 2019 award was published online on February 20, 2019. JNBA did not pay a fee to be included in the above rankings, although a fee was paid for marketing materials. As it pertains to the Forbes Top Wealth Advisors, the 2019 award was published online on September 10, 2019. As it pertains to the Forbes Top Wealth Advisors, the 2018 award was published online on September 13, 2018. JNBA did not pay a fee to be included in the above rankings, although a fee was paid for marketing materials. As it pertains to the Twin Cities Business Magazine Notable Leaders in Finance, the 2021 award was published in the April/May 2021 issue. JNBA did not pay a fee to be included in the above rankings, although a fee was paid for marketing materials. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. JNBA® is a registered trademark of JNBA Financial Advisors, LLC.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, LLC.
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