Mike Rogers Named Forbes Best-In-State Wealth Advisor 2026 — Ranked #33 in Minnesota
- Mike Rogers
- 2 days ago
- 5 min read
President and Founder ranked No. 33 in Minnesota, the third consecutive year earning a place on the list.
Mike Rogers Named Forbes Best-In-State Wealth Advisor 2026 — Ranked #33 in Minnesota
When families, professionals, executives, or business owners in Minnesota seek a financial advisor, third-party recognition offers valuable perspective. Mike Rogers, AIF®, President and Founder of 360 Financial, is honored to be named to the Forbes Best-In-State Wealth Advisors list for 2026, ranking #33 in Minnesota.
This is the third consecutive year Mike has earned this recognition — ranked #37 in 2025, and on the list in 2024 as well. Consistency on a competitive national list isn’t an accident. Here’s what the award is, how it’s determined, and what it means for anyone considering working with 360 Financial.
What Is the Forbes Best-In-State Wealth Advisors List?
The Forbes Best-In-State Wealth Advisors ranking is one of the most credible independent evaluations of financial advisors in the United States. It is produced in partnership with SHOOK Research, an independent firm that has been evaluating financial advisors for over two decades.
Unlike many industry lists, this ranking cannot be purchased. Forbes and SHOOK Research do not accept payment from advisors or firms for inclusion. The list is built entirely on due diligence.
How the Forbes Ranking Is Determined
SHOOK Research conducts in-person, virtual, and telephone interviews with advisor candidates. The ranking algorithm then weighs the following factors:
• Client retention — how long clients stay with the advisor and at what rate
• Industry experience — years in practice and depth of expertise
• Compliance records — clean regulatory history
• Firm nominations — recognition from peers and leadership
• Assets under management and revenue generated
Notably, portfolio performance is not a criterion. The ranking emphasizes the quality of the advisory relationship and an advisor’s ability to serve clients consistently — a measure that matters to families, professionals, executives, and business owners seeking long-term alignment.
What It Means to Be Ranked #33 in Minnesota — Three Years Running
Minnesota has thousands of licensed financial advisors. Being ranked #33 on a list that evaluates advisors across the entire state — including advisors at major national wire houses and large regional firms — places Mike Rogers among a very small group of top-performing independent advisors in the state.
More meaningful than the number is the trajectory. Moving from the list in 2024, to #37 in 2025, to #33 in 2026 reflects consistent improvement in the factors SHOOK Research measures. Client retention is a large part of that score. Long-term relationships, built on trust and results, are what move that number.
Why This Matters If You’re Looking for a Financial Advisor in Minnesota
Choosing a financial advisor is one of the most consequential decisions a family or business owner makes. The Forbes Best-In-State ranking gives you an independent, third-party data point that is hard to replicate with a website or a sales conversation.
It answers a specific question: has this advisor consistently served clients well enough, long enough, that an independent research firm ranks them among the best in their state? For Mike Rogers and 360 Financial, the answer is yes — three years in a row.
360 Financial serves families, professionals, executives, and business owners across Minnesota. As a fiduciary, every recommendation is made in alignment with each client’s priorities and full financial picture. Services include financial planning, wealth management, retirement planning, estate planning, tax planning, and CPA services.
About Mike Rogers, AIF®
Mike Rogers founded 360 Financial in 1995 — 30 years ago — with a straightforward goal: deliver holistic, personalized financial advice that aligns with clients' lives and goals. He holds the Accredited Investment Fiduciary® (AIF®) designation, reflecting a commitment to a high fiduciary standard of care.
In addition to the Forbes recognition, Mike was named a 2025 Notable Wealth Manager by Twin Cities Business. 360 Financial has also earned Inc. Magazine’s Best Workplaces designation three times and the Minneapolis/St. Paul Business Journal’s Best Places to Work honor two consecutive years.
Schedule a Conversation
If you’re evaluating financial advisors in Minnesota — or simply want to understand whether your current financial plan is as strong as it should be — we’d welcome a conversation.
See all awards and recognitions for 360 Financial: 360financial.net/awards
Disclosures
Forbes Best-in-State Wealth Advisors: The Forbes | SHOOK® Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). Rankings are based on SHOOK Research’s independent methodology, including in-person, virtual, and telephone due-diligence meetings evaluating client impact, industry experience, client retention, compliance records, firm nominations, assets under management, and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. Rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. SHOOK® is a registered trademark of SHOOK Research, LLC. For a full description of the methodology, visit www.SHOOKresearch.com. Out of 52,043 nominations, 11,302 U.S. advisors received this recognition.
Twin Cities Business selects wealth managers demonstrating leadership, professional excellence, industry involvement, and community engagement within Minnesota’s financial services sector. Selections are based on editorial review, publicly available information, and firm nominations. No fees are paid for inclusion.
The MSPBJ Best Places to Work awards recognize companies in the Twin Cities based on employee survey feedback conducted by a third-party research partner. Companies are evaluated on culture, communication, leadership, benefits, and overall employee satisfaction. No fees are paid to participate.
The Inc. Best Workplaces list is created in partnership with Quantum Workplace and honorees are selected based on your employee feedback. The employees' responses to the engagement survey, along with an audit of the organization’s benefits, are used to determine the company’s overall score and ranking. For the Best Workplaces Editors' List* entries are evaluated exclusively by Inc.editors.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services
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About 360 Financial
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning.
Headquartered in Minnesota, we serve investors across the US with online and in-person wealth management and financial planning services.
