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Methodology: Best-In-State Wealth Management Teams 2024

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.

United statesNew yorkSan franciscoResearch summaryStop advisorsTop teamsBest wealth managementTop wealth management teamsBest in state teamsForbes best in state wealth management teamsBest wealth management teamsShook researchForbes shookTop advisorWealth management teamsFinancial advisor

A $6 Billion Ameriprise Team That Trains Its Advisors To Be Leaders

Long Island’s Kuttin Wealth Management s 150-person team is on a mission to spread its best practices nationally.

United statesAaron schenkmanJohn kuttinEvan branfmanJacob dunlapEric szczurowskiAmeriprise financial servicesTeam custodied assetsFinancial servicesTeam nameFederal reserveKuttin wealthCustodied assetsWealth managementSays kuttinForbes shook

Balancing Behavioral Psychology And Big Picture Advice Guide This $6 Billion UBS Team

These UBS Advisors joined forces during the pandemic, to form a nationwide, high-touch boutique.

United statesNew yorkLouise gundersonBradford bernsteinNina gundersonRyan longTeam custodied assetsFinancial advisory councilTeam nameFederal reserveCustodied assetsAdvisory councilBest wealth management teamsShook researchUbs private wealth managementForbes shook

Insurance Helps Zager Protect Clients, Make Their Lives Better

Forbes-SHOOK Top Financial Security Professional Michael Zager has a different perspective: he sells insurance to protect clients and improve their lives.

Michael zagerZ wealth solutions in fort lauderdaleSecurity professional michael zagerFort lauderdaleFinancial securityForbes shookTop financial security professionalWealth management

High-Touch $3 Billion Wells Fargo Team Focuses On Dividends And Cash Flow

Schulten and Schreiber’s TSG Wealth Management services high net worth families and offers a platform for advisors wanting independence.

Merlin mickenLori zornPaine webberCiti smith barneyAllen schreiberJohn szymuraMark schultenFederal reserveTeam custodied assetsWells fargoTeam nameLong beachCustodied assetsBest in state wealth managementCiti smithWealth management team

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