SHOOK Research Rebrands as Veritant
The Boca Raton-based financial research firm has officially transitioned to its new name and website.
Updated on Oct. 15, 2026 in Financial Planning
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SHOOK Research has rebranded as Veritant to better align its public identity with a mission of transparency and independence. The firm, headquartered in Boca Raton, continues its long-standing collaboration with Forbes for publishing financial advisor rankings.
Why it matters
The name change reflects a year-long evolution of the firm's research processes and an expansion of its data capture infrastructure. This strategic shift aims to unify the brand with its commitment to producing rigorous qualitative and quantitative advisor evaluations.
The firm has produced advisor rankings since 2016, a decade-long track record of quantitative and qualitative data collection. The inaugural list under the new banner is the Forbes | Veritant Top RIA Firms ranking.
The players
Veritant
A Boca Raton-based research firm that provides quantitative and qualitative advisor rankings in partnership with Forbes.
Forbes
A global media company that partners with Veritant to publish annual rankings of financial firms and advisors.
The details
Veritant has upgraded its technological tools and data capture infrastructure as part of its brand evolution. The firm continues its focus on analyzing financial advisors using a methodology that blends qualitative insights with quantitative metrics.
Timeline
2016: Veritant began producing advisor rankings.
October 15, 2026: Veritant officially launched its new brand and website.
2027: A full slate of rankings and events is scheduled to return.
Market Dynamics
The rebranding follows the firm's continued administration of the Forbes | Veritant Top RIA Firms list, maintaining continuity in its evaluation process. This transition signals a commitment to scaling its research infrastructure within the competitive landscape of financial advisory analytics.
Investors can continue to rely on the firm's established methodologies for identifying high-performing financial advisors through the ongoing Forbes partnership. No changes to the availability or quality of existing advisor data are expected for retail users during this transition.
The takeaway
The firm intends to use this brand transition to signify a more transparent and independent approach to its financial research. Stakeholders should expect continued access to the same rigorous advisor ranking standards that the firm has developed since its founding.
What happens next
Veritant is scheduled to publish a full slate of rankings and host a series of industry events in 2027.
Further reading
For more information on current industry trends, visit the Financial Planning section.
More information
Review the full Veritant company information on the firm's official website.
Source note: This article includes information reported by Financial Post.
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