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

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MINNEAPOLIS (January 9, 2025) — RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announced that 125 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.

“This recognition by Forbes is a testament to the expertise and dedication of our wealth management teams,” said Michael Armstrong, CEO of RBC Wealth Management–U.S. “It’s an honor to see their commitment to serving clients recognized at this level as we start a strong year ahead.”

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

  • 10 Goal Wealth Management – Vienna, VA
  • 52 North Wealth Group – Portland, OR
  • Anderson Wealth Management – Minneapolis, MN
  • Attune Financial Advisors – Houston, TX
  • Baum Jackson Investment Group – Annapolis, MD
  • Beacon Wealth Management – Wellesley, MA
  • Big Oak Advisory Team – Wayzata, MN
  • Big Water Group – Wayzata, MN
  • Blonkvist-Teller Legacy Wealth – Midland, TX
  • Bosart Wealth Management Group – Bloomfield Hills, MI
  • Burt Adams Group – Lincoln, NE
  • Carillon Consulting Group – Kirkland, WA
  • Cedar Summit Financial Advisors – Watertown, NY
  • Central Wyoming Wealth Management Group – Casper, WY
  • Coatoam Private Wealth Group – Winter Park, FL
  • Corridor Investment Group – Cedar Rapids, IA
  • Cove Capital Group – Wayzata, MN
  • Covell DiConza Newman Group – Hampton Bays, NY
  • District Capital Group – Washington, D.C.
  • Empower House Wealth Group – Easton, MA
  • Ernst/Stark Group – Lincoln, NE
  • Freeman McFarlin Opp Financial Group – Edina, MN
  • Generational Wealth Management, an Iannacone, Letvinchuk, Lynch Practice – Nashua, NH
  • Glasband Stempel Wealth Management Group – Boca Raton, FL
  • Green & Henwood Wealth Management Group – St. Petersburg, FL
  • Greyrock Wealth Advisors – Fort Collins, CO
  • Heide Wealth Management Group – Palos Heights, IL
  • Hensen Webb Group – Clive, IA
  • Hillard Wealth Solutions Group – Rapid City, SD
  • Honcoop Doherty Wealth Managers – Kirkland, WA
  • Howe Wealth Management Group – Vienna, VA
  • Imperial Wealth Management Group – Phoenix, AZ
  • Johnson McKee Jackson and Associates – Portland, ME
  • Kerrigan Mahoney Investment Group – Providence, RI
  • Kieckhaefer Wealth Management Group – Delafield, WI
  • Krause & Thorpe Wealth Management Team – Seattle, WA
  • Lighthouse Wealth Management Group – Minneapolis, MN
  • Martin Wealth Management Group – Princeton, NJ
  • McCarthy Investment Group – Danvers, MA
  • McCarthy Wealth Group – Raleigh, NC
  • Metolius Wealth Management Group – Bend, OR
  • Milowe Wealth Management Group – Wellesley, MA
  • Nearing & Dallas Wealth Management Group – Stuart, FL
  • Olympic View Group – Kirkland, WA
  • OnTrack Wealth Solutions – Indianapolis, IN
  • Open Range Wealth Management Group – Cheyenne, WY
  • Park Place Investment Group – Florham Park, NJ
  • Pink Wealth Management Group – Minnetonka, MN
  • Princeton Financial Partners – Princeton, NJ
  • Randolph Wealth Management Group – Wayzata, MN
  • Resin Hammitt Private Wealth Group – Frisco, TX
  • Retirement Plan Advisors – Seattle, WA
  • Sandry, Meloan & Associates – Bettendorf, IA
  • SB Wealth Strategies – Beverly Hills, CA
  • Scatena Dietz Investment Group – Boulder, CO
  • Schaefer Present Corte Investment Group – Tucson, AZ
  • Schluchter Investment Group – St. Cloud, MN
  • Shafer McGuire Wealth Management Group – Williamsville, NY
  • SRI Wealth Management Group – San Francisco, CA
  • Summit Wealth Advisory Group – Lake Oswego, OR
  • Tailored Portfolio Management Group – Beverly Hills, CA
  • The Andrews Group – La Jolla, CA
  • The Birkhauser Group – Lake Forest, IL
  • The Boland Investment Group – Philadelphia, PA
  • The Brinton Dingle Vaughan Wealth Management Group – Hunt Valley, MD.
  • The Brookhills Investment Group – Lancaster, PA
  • The Buzzell Strum Group – Rochester, MN
  • The Cates-Romero Team – Albuquerque, NM
  • The Clear Group – Florham Park, NJ
  • The Columbia Group – Washington, D.C.
  • The Core Group – Boston, MA
  • The Cormier Briggs Group – Williamsville, NY
  • The Crescent Group – Dallas, TX
  • The Dale Group – Atlanta, GA
  • The Di Vito Consulting Group – Phoenix, AZ
  • The Dimino-Seewald Group – Red Bank, NJ
  • The Dolphin Group – Beverly Hills, CA
  • The Drake Group – Houston, TX
  • The Eidson, Doege, and Morris Team – Leawood, KS
  • The Elliott Group – Bainbridge Island, WA
  • The ESOP Group – Atlanta, GA
  • The Etergino Group – Chevy Chase, MD
  • The Evergreen Group – San Antonio, TX
  • The Ford Group – Richmond, VA
  • The FPI Group – Greenbrae, CA
  • The Friedman Peters Group – San Francisco, CA
  • The Gall Hale Team, Portland, OR
  • The Great Northern Team – Edina, MN
  • The Halbrook MacDonald Wealth Management Team – Newport Beach, CA
  • The Hershey Group – Hagerstown, MD
  • The High Group – Fort Worth, TX
  • The Inter Alia Group – Portland, OR
  • The Johnson Group – Wayzata, MN
  • The Kelley Group – Omaha, NE
  • The Kroneberger Group – Hunt Valley, MD
  • The Linn Group – Rockville, MD
  • The LSS Group – New York, NY
  • The McGovern Wealth Management Group – Stuart, FL
  • The Meridian Group – Roanoke, VA
  • The MMC Group – Jericho, NY
  • The Norman Fletchall Team – Madison, WI
  • The Pacific Group – San Diego, CA
  • The Paulson Holman Gatto Group – Lake Forest, IL
  • The Promus Wealth Management Group – Indianapolis, IN
  • The Quigley Group – Eau Claire, WI
  • The Rosenwald Team – Baltimore, MD
  • The Ross Group – Chevy Chase, MD
  • The Seva Group – Kirkland, WA
  • The Shaeffer Wealth Advisory Group – Bel Air, MD
  • The Standard Group – Farmington, CT
  • The Stephens Rothenberg Wealth Management Group – Los Angeles, CA
  • The Sullivan Group – Canonsburg, PA
  • The Taylor Group – Chester, NJ
  • The Toll Group – Las Vegas, NV
  • The Totland Group – Red Bank, NJ
  • The Visionary Wealth Management Team – Green Bay, WI
  • The Weiland Longoria Group – Atlanta, GA
  • The Westside Group – Minnetonka, MN
  • True North Investment Group – Shoreview, MN
  • Tucker Crane Group – Walnut Creek, CA
  • Turner Wealth Management Group – Palm Beach Gardens, FL
  • VKB Wealth Management Group – Minocqua, WI
  • West Valley Peninsula Group – San Jose, CA
  • Wheelock Investment Group – St. Cloud, MN
  • Wilkins Investment Group – Denver, CO

About RBC Wealth Management–U.S.

Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $640 billion in total client assets (as of October 31, 2024) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

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

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.