Forbes Names JNBA Financial Advisors CEO and Chairman Richard S. Brown the Top Advisor in Minnesota on its High Net Worth List

For the second year in a row, JNBA Financial Advisors CEO and Chairman Richard S. Brown has been named as the top advisor in Minnesota to the Forbes Best-in-State Top Wealth Advisors – High Net Worth list.

Each of the advisors on this year’s list was ranked by SHOOK Research based on quantitative criteria such as revenue trends, assets under management, industry experience and service models with qualitative insights gleaned from firm nominations and in-depth interviews. The advisors highlighted collectively oversee $16.7 trillion in assets and stand out for their track records in navigating uncertain times.

R.J. Shook details the research methodology for Forbes, noting the uniqueness of the qualitative aspects of the study. “When we meet with an advisor in person or on the telephone, we are thinking to ourselves: ‘Is this someone that can offer impact? And would we recommend this advisor to a friend or family member?’,” Shook says.

“We are so proud of Richard and our entire team for the work and care for our clients that have led to this meaningful recognition,” says Kim Brown, president of JNBA Financial Advisors. “Our multigenerational team significantly contributes to and shares in this honor, as we work together to help achieve our clients’ goals.”

JNBA has posted a more-than-97-percent client retention rate since tracking began in 2001, and its business is continuing to grow and thrive with over $1.6 billion in assets under management today. The firm’s dedication to being an advocate for its clients, employees, and community has fueled its continued growth, including opening offices in Duluth, Minn. and Bonita Springs, Fla.

ABOUT JNBA

Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy^® approach. As a fiduciary, their team delivers customized planning strategies and solutions to maximize clients’ resources through financial life planning and investment management. The 46-year-old firm’s advisory structure leverages a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate. For more information, visit jnba.com.

As it pertains to the Forbes Best-in-State Wealth Advisors, the 2025 award was published in the April 8, 2025 webpage positing. As it pertains to the Forbes Best-in-State Wealth Advisors, the 2024 award was published in the April 3, 2024 webpage posting. JNBA did not pay a fee to be included in any of the above rankings. 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. For complete disclosure information, please visit jnba.com/disclosure.

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