Adam Ackerman Named to Forbes Best-In-State Next-Gen Wealth Advisors List (2025)

We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named to the Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors (2025) list.

The wealth management industry is undergoing a generational shift, with the average advisor age around 56 and a significant portion of professionals expected to retire within the next decade.

At the same time, a new wave of talent is entering the field. In 2025, more than half of new CFP® certificants were under the age of 35, reflecting continued growth and increasing diversity across the profession.

The Forbes | SHOOK Best-In-State Next-Gen Advisors list highlights these emerging professionals—recognizing rising leaders across the country who are helping shape the future of wealth management.

Developed in partnership with SHOOK Research, the ranking is based on a combination of qualitative and quantitative factors, including industry experience, assets under management, revenue trends, and a review of best practices and compliance records.

Adam’s inclusion on this list reflects his continued commitment to delivering thoughtful, client-focused financial guidance and positions him among the next generation of leaders in the industry.

View the Forbes Next-Gen List (2025) →

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