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

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MINNEAPOLIS, (January 7, 2026) — RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announced that 166 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 from Forbes highlights the exceptional talent and dedication of our wealth management professionals,” said Michael Armstrong, CEO of RBC Wealth Management–U.S. “And it underscores our firm’s commitment to doing what’s right for clients.”

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

  • 1889 Wealth Management Group – Minocqua, WI
  • 52 North Wealth Group – Portland, OR
  • Anderson Wealth Management – Minneapolis, MN
  • Attune Financial Advisors – Houston, TX
  • Beacon Wealth Management – Wellesley Hills, MA
  • Big Oak Advisory Team – Wayzata, MN
  • Big Water Group – Wayzata, MN
  • Blonkvist-Teller Legacy – Midland, TX
  • Blue Ridge Wealth Advisors – Vienna, VA
  • Bosart Wealth Management Group – Bloomfield Hills, MI
  • Brookhills Investment Group – Lancaster, PA
  • Burt / Adams Group – Lincoln, NE
  • Burt Financial Group – Wellesley Hills, MA
  • Carillon Consulting Group – Kirkland, WA
  • Cedar Hill Wealth Management Group – Washington, D.C.
  • 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 – New York, NY
  • DeCaro Eisenberg Group – Philadelphia, PA
  • Dewane-Kraemer Wealth Management Group – Phoenix, AZ
  • District Capital Group – Washington, D.C.
  • Doege & Morris Wealth Management Group – Leawood, KS
  • Empower House Financial Group – Easton, MA
  • Ernst/Stark Group – Lincoln, NE
  • Falbaum Crowley Investment Group – Tucson, AZ
  • Freeman McFarlin Opp Financial Group – Edina, MN
  • Friedman Peters Group – San Francisco, CA
  • Generational Wealth Management Group – Nashua, NH
  • Glasband Stempel Wealth Management Group – Boca Raton, FL
  • Green & Henwood Wealth Management Group – St. Petersburg, FL
  • Greyrock Wealth Advisors – Fort Collins, CO
  • Hansen Wealth Management Group – Greenwood Village, CO
  • Heath Austin Wealth Management Group – Houston, TX
  • Heide Wealth Management Group – Palos Heights, IL
  • Hensen Webb Group – Clive, IA
  • Herzog Investment Group – Houston, TX
  • Honcoop Doherty Wealth Managers – Kirkland, WA
  • HTH Wealth Management Group – Palm Beach Gardens, FL
  • Imperial Wealth Management Group – Phoenix, AZ
  • James, Ford & Duble Wealth Partners – Columbus, OH
  • Kelley/McShane Investment Group – Billings, MT
  • Kerrigan Mahoney Investment Group – Providence, RI
  • Krause & Thorpe Wealth Management Team – Edmonds, WA
  • Lighthouse Wealth Management Group – Minneapolis, MN
  • Martin Wealth Management Group – Princeton, NJ
  • McCarthy Investment Group – Danvers, MA
  • Metolius Wealth Management Group – Bend, OR
  • Miller, Bowles & Horn Group – Richmond, VA
  • Milowe Wealth Management Group – Wellesley Hills, MA
  • Morrice Group – Portland, OR
  • Murphy Hall Group – Portland, OR
  • Nearing & Dallas Wealth Management Group – Stuart, FL
  • Olympic View Group – Kirkland, WA
  • ON Wealth Management Group – St. Petersburg, FL
  • OnTrack Wealth Solutions – Indianapolis, IN
  • Open Range Wealth Management Group – Cheyenne, WY
  • Park Place Investment Group – Florham Park, NJ
  • Personal Wealth Management Montalto Weil Aragoncillo – Jericho, NY
  • Pier View Group – El Segundo, CA
  • Pink Licari 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
  • Rosenwald Private Wealth – Baltimore, MD
  • Sandry Meloan Ryan Gragg Group – Bettendorf, IA
  • SB Wealth Strategies – Beverly Hills, CA
  • Scatena Dietz Grimson Investment Group – Boulder, CO
  • Schaefer Present Corte Investment Group – Tucson, AZ
  • Schardt-Jorgensen Group – Charlotte, NC
  • Schluchter Investment Group – St. Cloud, MN
  • Shafer McGuire Wealth Management Group – Williamsville, NY
  • Sheresky-Samsen Group – New York, NY
  • SRI Wealth Management Group – San Francisco, CA
  • Steadfast Group – Shoreview, MN
  • Summit Wealth Advisory Group – Lake Oswego, OR
  • SWAN Wealth Management Group – Newport Beach, CA
  • Swinn Wealth Management Group – Las Vegas, NV
  • The 10 Goal Wealth Management Group – Vienna, VA
  • The Andrews Group – La Jolla, CA
  • The Baum Jackson Investment Group – Annapolis, MD
  • The Birkhauser Group – Lake Forest, IL
  • The Boland Investment Group – Philadelphia, PA
  • The Boulware Investment Group – Phoenix, AZ
  • The Brinton Dingle Vaughan Wealth Management Group – Hunt Valley, MD.
  • The Brown-Brinkley Group – Vienna, VA
  • The Buzzell Strum Group – Rochester, MN
  • The Cates-Romero Team – Albuquerque, NM
  • The CFS Group – Vienna, VA
  • The Clear Group – Florham Park, NJ
  • The Clift Group – Dallas, TX
  • The Columbia Group – Washington, D.C.
  • The Comprehensive Impact Investment Group – Florham Park, NJ
  • The Core Group – Boston, MA
  • The Cormier Briggs Group – Williamsville, NY
  • The Cousins Sicoli Group – Portland, ME
  • The Crescent Group – Dallas, TX
  • The Cypress Group – Wilmington, NC
  • 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 Elliott Group – Bainbridge Island, WA
  • The ESOP Group – Atlanta, GA
  • The Etergino Group – Chevy Chase, MD
  • The Evergreen Private Wealth Group – San Antonio, TX
  • The Ford Group – Richmond, VA
  • The FPI Group – Greenbrae, CA
  • The Gall Hale Team – Portland, OR
  • The Glaser Group – Nashville, TN
  • 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 Hillard Williams Group – Rapid City, SD
  • The Holistic Wealth Solutions Group – Beverly Hills, CA
  • The Inter Alia Group – Portland, OR
  • The Joel Group – Atlanta, GA
  • The Johnson Group – Wayzata, MN
  • The Katie Clark Group – Chevy Chase, MD
  • The Kelley Group – Omaha, NE
  • The Kieckhaefer Wealth Management Group – Delafield, WI
  • The Kroneberger Group – Hunt Valley, MD
  • The Linn Group – Rockville, MD
  • The LSS Group – New York, NY
  • The Market Street Group – Clayton, MO
  • The McCarthy Wealth Group – Raleigh, NC
  • 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 Pathfinder Group – Redding, CA
  • The Paulson Holman Gatto Group – Lake Forest, IL
  • The Promus Wealth Management Group – Indianapolis, IN
  • The Quigley Group – Eau Claire, WI
  • The Rashidi Group – Green Bay, WI
  • 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 Sturtevant Group – Washington, D.C.
  • The Sullivan Group – Canonsburg, PA
  • The Tailored Portfolio Management Group – Beverly Hills, CA
  • The Taylor Group – Chester, NJ
  • The Tucker Crane Group – Walnut Creek, CA
  • The Upin Hoch Group – Minneapolis, MN
  • The Visionary Wealth Management Team – Green Bay, WI
  • The Wade McCalla Investment Group – Billings, MT
  • The Webb Morris Wealth Management Group – Great Barrington, MA
  • The Weiland Longoria Group – Atlanta, GA
  • The Westside Group – Minnetonka, MN
  • The Wilkins Investment Group – Denver, CO
  • Total Wealth Management Group – Leawood, KS
  • Transcend Wealth Solutions Group – Edina, MN
  • True North Investment Group – Shoreview, MN
  • Turner Wealth Management Group – Palm Beach Gardens, FL
  • We Wealth Management Group – Mequon, WI
  • Westlake Wealth Management Group – Westlake, OH
  • Wheelock Investment Group – St. Cloud, MN

About RBC Wealth Management–U.S.

RBC Wealth Management is a leading financial services company in the United States, delivering trusted advice and world-class wealth solutions to individuals, families and businesses. With 195 offices across 43 states, RBC Wealth Management supports the complex needs of high-net-worth clients through customized wealth planning, investment management, retirement planning and more. As part of RBC, a diversified global financial institution and one of the world’s largest banks based on market capitalization, RBC Wealth Management offers the scale, resources and expertise to help clients achieve their financial goals.  RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. 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 was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. 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. For more information: www.SHOOKresearch.com.

Media contact

Riham Feshir, RBC Wealth Management, riham.feshir@rbc.com, 952-529-6256

About RBC

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 101,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 19 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com .‎

We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/peopleandplanet .

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.