RBC Wealth Management congratulates financial advisor teams named to Forbes “Best-In-State Wealth Management Teams” list



MINNEAPOLIS (January 9, 2024) — RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announced that 85 financial advisor teams were named to the Forbes “Best-in-State Wealth Management Teams” ranking.

The award recognizes top financial advisor teams at national, independent, regional and bank broker-dealers from across the country based on factors such as client retention, industry experience, and qualitative criteria including assets under management and revenue generated for their firms.

“Congratulations to our awardees for this notable recognition,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “These teams put their clients at the center of everything they do and deserve this industry honor for their hard work and expertise.”

The complete list of RBC Wealth Management’s Best-In-State Wealth Management Teams:

  • Heide Wealth Management Group – Palos Heights, IL
  • Paulson Holman Gatto Group – Lake Forest, IL
  • The Birkhauser Group – Lake Forest, IL
  • OnTrack Wealth Solutions – Indianapolis, IN
  • Bosart Wealth Management Group – Bloomfield Hills, MI
  • Corridor Investment Group – Cedar Rapids, IA
  • Hensen Webb Group – Clive, IA
  • The Eidson, Doege, and Morris Team – Leawood, KS
  • Ernst/ Stark Group – Lincoln, NE
  • The Kelley Group – Omaha, NE
  • The Visionary Wealth Management Team – Green Bay, WI
  • VKB Wealth Management Group – Minocqua, WI
  • The Norman Fletchall Team – Madison, WI
  • The Westside Group – Minneapolis, MN
  • Big Water Group – Wayzata, MN
  • Cove Capital Group – Wayzata, MN
  • Johnson Group – Wayzata, MN
  • Big Oak Advisory Team – Wayzata, MN
  • True North Investment Group – Shoreview, MN
  • Conlin Wealth Management – Shoreview, MN
  • The Hegge Rykken Team – Edina, MN
  • Schluchter Investment Group – St. Cloud, MN
  • Wheelock Investment Group – St. Cloud, MN
  • Hillard Wealth Solutions Group – Rapid City, SD
  • The Core Group – Boston, MA
  • Milowe Wealth Management Group – Wellesley, MA
  • Empower Wealth Group – Easton, MA
  • Kerrigan Mahoney Investment Group – Providence, RI
  • Green & Henwood Wealth Management Group – St. Petersburg, FL
  • Nearing & Dallas Wealth Management Group – Stuart, FL
  • Glasband Stempel Wealth Management Group – Boca Raton, FL
  • Turner Wealth Management Group – Palm Beach Gardens, FL
  • The McGovern Wealth Management Group – Stuart, FL
  • Generational Wealth Management, an Iannacone, Letvinchuk, Lynch Practice – Nashua, NH
  • Cedar Hill Wealth Management Group – Washington, D.C.
  • The Columbia Group – Washington, D.C.
  • The Brinton Dingle Vaughan Wealth Management Group – Hunt Valley, MD.
  • The Shaeffer Wealth Advisory Group – Bel Air, MD
  • Baum Jackson Investment Group – Annapolis, MD
  • The Hershey Group – Hagerstown, MD
  • The Ross Group – Chevy Chase, MD
  • The Rosenwald Team – Baltimore, MD
  • The Linn Group – Rockville, MD
  • The Etergino Group – Chevy Chase, MD
  • 10 Goal Wealth Management – McLean, VA
  • The Meridian Group – Roanoke, VA
  • The Totland Group – Red Bank, NJ
  • Covell DiConza Newman Group – Hampton Bays, NY
  • The LSS Group – New York, NY
  • Park Place Investment Group – Florham Park, NJ
  • The Taylor Group – Chester, NJ
  • Princeton Financial Partners – Princeton, NJ
  • Martin Wealth Management Group – Princeton, NJ
  • The Brookhills Investment Group – Lancaster, PA
  • The Boland Investment Group – Philadelphia, PA
  • The Weiland Longoria Group – Atlanta, GA
  • The Dale Group – Atlanta, GA
  • McCarthy Wealth Group – Raleigh, NC
  • The Ford Group – Richmond, VA
  • Schaefer Present Corte Investment Group – Tucson, AZ
  • Flader & Young Wealth Consulting Group – Phoenix, AZ
  • SRI Wealth Management Group – San Francisco, CA
  • Tailored Portfolio Management Group – Beverly Hills, CA
  • SB Wealth Strategies – Beverly Hills, CA
  • The Stephens Rothenberg Wealth Management Group – Los Angeles, CA
  • The Andrews Group – La Jolla, CA
  • Design Wealth Advisors – La Jolla, CA
  • Greyrock Wealth Advisors – Fort Collins, CO
  • Wilkins Investment Group – Denver, CO
  • King Barrios Bartlett Financial Group – Eagle, ID
  • The Cates Team at RBC Wealth Management – Albuquerque, NM
  • The Hamilton-Withrow Group – Las Vegas, NV
  • Gall and Hale Team – Portland, OR
  • Spence Partners – Portland, OR
  • Blonkvist Investment Group – Midland, TX
  • The High Dioguardi Group – Fort Worth, TX
  • The Crescent Group – Dallas, TX
  • The Drake Group – Houston, TX
  • The Evergreen Group – San Antonio, TX
  • Retirement Plan Advisors – Seattle, WA
  • Krause & Thorpe Wealth Management Team – Seattle, WA
  • Carillon Consulting Group – Kirkland, WA
  • Honcoop Doherty Wealth Managers – Kirkland, WA
  • The Elliott Group – Bainbridge Island, WA
  • Central Wyoming Wealth Management Group – Casper, WY

About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $513 billion in total client assets with more than 2,100 financial advisors operating in 190 locations in 42 states.

Media contact
Megan Boldt, RBC Wealth Management, 612-371-6123, megan.boldt@rbc.com 

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.