NABCAP reviews firms from across the nation annually, comparing firms against local competition with local needs in mind to find the best firms in the industry.

NABCAP is an unaffiliated nonprofit which aims to identify the best financial advisors based on 20 practice management categories. It focuses on the probability financial advisors will be able to successfully fulfil investor needs. Among the categories considered are: investment philosophy, fee structure, credentials, planning philosophy, team dynamics, customer service, risk philosophy, and years of experience. Invited and nominated firms completed an online questionnaire. Provided information was then verified by independent resources. NABCAP's ultimate goal is to increase understanding and transparency within financial firms.

Founded in 2005, Next Generation Wealth Management is an award-winning, independent wealth management firm with experience in asset allocation modelling, investment manager evaluation, risk management, and retirement planning. Its top five specialties considered by NABCAP are financial planning, investment management, comprehensive wealth management, risk management, and asset allocation management. Next Generation has previously been recognized by Milwaukee Magazine as a 'Five-Star Wealth Manager' in both 2009 and 2010. Committed to putting clients' interests first, Next Generation Wealth Management has leveraged over five decades of collective experience to provide customized, forward-thinking investment strategies and personalized client service with open, transparent communication.