Eric Croak Named to Forbes 2025 Top Next-Gen Wealth Advisors List

Eric Croak, CFP®, President of Croak Capital, has been recognized by Forbes and SHOOK Research as a 2025 Top Next-Gen Wealth Advisor, marking his second consecutive year of recognition.

The Forbes | SHOOK Top Next-Gen Wealth Advisors rankings recognize financial advisors under 40 based on an evaluation that includes industry experience, client retention, compliance records, assets under management, revenue and qualitative due diligence conducted by SHOOK Research.

For Croak Capital, the recognition comes as the firm continues to build around a simple idea: sophisticated wealth management should combine deep personal relationships with the systems, technology and expertise required to manage increasingly complex financial lives.

Eric works alongside the Croak Capital team serving high-net-worth families across investment management, financial planning, tax strategy, estate planning and other decisions that intersect across a family's wealth.

“This recognition belongs to our team as much as it does to me,” Eric said. “We have an incredibly talented group of people who care deeply about getting the details right for our clients. I’m grateful to build this firm alongside them and to the families who continue to trust us.”

Forbes published its 2025 Top Next-Gen Wealth Advisors rankings in August 2025.

Disclosure: Source: Forbes.com (August 2025). 2025 Forbes America’s Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State rankings. Data provided by SHOOK Research LLC as of March 31, 2025. SHOOK considered advisors born in 1986 or later with a minimum of four years of experience as an advisor. The ranking methodology incorporates qualitative due diligence and quantitative criteria including industry experience, client retention, compliance records, assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither Croak Capital nor Eric Croak paid a fee to SHOOK Research or Forbes for placement in the rankings. Rankings are not indicative of future performance and may not be representative of any one client’s experience. Croak Capital is not affiliated with SHOOK Research LLC or Forbes.