{"id":16031,"date":"2024-01-09T09:00:00","date_gmt":"2024-01-09T14:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=16031"},"modified":"2024-01-09T10:13:16","modified_gmt":"2024-01-09T15:13:16","slug":"rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2024","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2024-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2024","title":{"rendered":"RBC Wealth Management congratulates financial advisor teams named to Forbes \u201cBest-In-State Wealth Management Teams\u201d list"},"content":{"rendered":"\n<p><strong>MINNEAPOLIS (January 9, 2024)<\/strong> \u2014 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 85 financial advisor teams were named to the Forbes \u201cBest-in-State Wealth Management Teams\u201d ranking.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>\u201cCongratulations to our awardees for this notable recognition,\u201d said Michael Armstrong, CEO of RBC Wealth Management \u2013 U.S. \u201cThese teams put their clients at the center of everything they do and deserve this industry honor for their hard work and expertise.\u201d<\/p>\n\n\n\n<p>The complete list of RBC Wealth Management\u2019s Best-In-State Wealth Management Teams:<\/p>\n\n\n\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row blockId-c7ccb182-48ce-48ed-9e52-bfe4d934ca8e\">\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<ul class=\"wp-block-list\">\n<li>Heide Wealth Management Group \u2013 Palos Heights, IL<\/li>\n\n\n\n<li>Paulson Holman Gatto Group \u2013 Lake Forest, IL<\/li>\n\n\n\n<li>The Birkhauser Group \u2013 Lake Forest, IL<\/li>\n\n\n\n<li>OnTrack Wealth Solutions \u2013 Indianapolis, IN<\/li>\n\n\n\n<li>Bosart Wealth Management Group \u2013 Bloomfield Hills, MI<\/li>\n\n\n\n<li>Corridor Investment Group \u2013 Cedar Rapids, IA<\/li>\n\n\n\n<li>Hensen Webb Group \u2013 Clive, IA<\/li>\n\n\n\n<li>The Eidson, Doege, and Morris Team \u2013 Leawood, KS<\/li>\n\n\n\n<li>Ernst\/ Stark Group \u2013 Lincoln, NE<\/li>\n\n\n\n<li>The Kelley Group \u2013 Omaha, NE<\/li>\n\n\n\n<li>The Visionary Wealth Management Team \u2013 Green Bay, WI<\/li>\n\n\n\n<li>VKB Wealth Management Group \u2013 Minocqua, WI<\/li>\n\n\n\n<li>The Norman Fletchall Team \u2013 Madison, WI<\/li>\n\n\n\n<li>The Westside Group \u2013 Minneapolis, MN<\/li>\n\n\n\n<li>Big Water Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Cove Capital Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Johnson Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Big Oak Advisory Team \u2013 Wayzata, MN<\/li>\n\n\n\n<li>True North Investment Group \u2013 Shoreview, MN<\/li>\n\n\n\n<li>Conlin Wealth Management \u2013 Shoreview, MN<\/li>\n\n\n\n<li>The Hegge Rykken Team \u2013 Edina, MN<\/li>\n\n\n\n<li>Schluchter Investment Group \u2013 St. Cloud, MN<\/li>\n\n\n\n<li>Wheelock Investment Group \u2013 St. Cloud, MN<\/li>\n\n\n\n<li>Hillard Wealth Solutions Group \u2013 Rapid City, SD<\/li>\n\n\n\n<li>The Core Group \u2013 Boston, MA<\/li>\n\n\n\n<li>Milowe Wealth Management Group \u2013 Wellesley, MA<\/li>\n\n\n\n<li>Empower Wealth Group \u2013 Easton, MA<\/li>\n\n\n\n<li>Kerrigan Mahoney Investment Group \u2013 Providence, RI<\/li>\n\n\n\n<li>Green &amp; Henwood Wealth Management Group \u2013 St. Petersburg, FL<\/li>\n\n\n\n<li>Nearing &amp; Dallas Wealth Management Group \u2013 Stuart, FL<\/li>\n\n\n\n<li>Glasband Stempel Wealth Management Group \u2013 Boca Raton, FL<\/li>\n\n\n\n<li>Turner Wealth Management Group \u2013 Palm Beach Gardens, FL<\/li>\n\n\n\n<li>The McGovern Wealth Management Group \u2013 Stuart, FL<\/li>\n\n\n\n<li>Generational Wealth Management, an Iannacone, Letvinchuk, Lynch Practice \u2013 Nashua, NH<\/li>\n\n\n\n<li>Cedar Hill Wealth Management Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>The Columbia Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>The Brinton Dingle Vaughan Wealth Management Group \u2013 Hunt Valley, MD.<\/li>\n\n\n\n<li>The Shaeffer Wealth Advisory Group \u2013 Bel Air, MD<\/li>\n\n\n\n<li>Baum Jackson Investment Group \u2013 Annapolis, MD<\/li>\n\n\n\n<li>The Hershey Group \u2013 Hagerstown, MD<\/li>\n\n\n\n<li>The Ross Group \u2013 Chevy Chase, MD<\/li>\n\n\n\n<li>The Rosenwald Team \u2013 Baltimore, MD<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<ul class=\"wp-block-list\">\n<li>The Linn Group \u2013 Rockville, MD<\/li>\n\n\n\n<li>The Etergino Group \u2013 Chevy Chase, MD<\/li>\n\n\n\n<li>10 Goal Wealth Management \u2013 McLean, VA<\/li>\n\n\n\n<li>The Meridian Group \u2013 Roanoke, VA<\/li>\n\n\n\n<li>The Totland Group \u2013 Red Bank, NJ<\/li>\n\n\n\n<li>Covell DiConza Newman Group \u2013 Hampton Bays, NY<\/li>\n\n\n\n<li>The LSS Group \u2013 New York, NY<\/li>\n\n\n\n<li>Park Place Investment Group \u2013 Florham Park, NJ<\/li>\n\n\n\n<li>The Taylor Group \u2013 Chester, NJ<\/li>\n\n\n\n<li>Princeton Financial Partners \u2013 Princeton, NJ<\/li>\n\n\n\n<li>Martin Wealth Management Group \u2013 Princeton, NJ<\/li>\n\n\n\n<li>The Brookhills Investment Group \u2013 Lancaster, PA<\/li>\n\n\n\n<li>The Boland Investment Group \u2013 Philadelphia, PA<\/li>\n\n\n\n<li>The Weiland Longoria Group \u2013 Atlanta, GA<\/li>\n\n\n\n<li>The Dale Group \u2013 Atlanta, GA<\/li>\n\n\n\n<li>McCarthy Wealth Group \u2013 Raleigh, NC<\/li>\n\n\n\n<li>The Ford Group \u2013 Richmond, VA<\/li>\n\n\n\n<li>Schaefer Present Corte Investment Group \u2013 Tucson, AZ<\/li>\n\n\n\n<li>Flader &amp; Young Wealth Consulting Group \u2013 Phoenix, AZ<\/li>\n\n\n\n<li>SRI Wealth Management Group \u2013 San Francisco, CA<\/li>\n\n\n\n<li>Tailored Portfolio Management Group \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>SB Wealth Strategies \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>The Stephens Rothenberg Wealth Management Group \u2013 Los Angeles, CA<\/li>\n\n\n\n<li>The Andrews Group \u2013 La Jolla, CA<\/li>\n\n\n\n<li>Design Wealth Advisors \u2013 La Jolla, CA<\/li>\n\n\n\n<li>Greyrock Wealth Advisors \u2013 Fort Collins, CO<\/li>\n\n\n\n<li>Wilkins Investment Group \u2013 Denver, CO<\/li>\n\n\n\n<li>King Barrios Bartlett Financial Group \u2013 Eagle, ID<\/li>\n\n\n\n<li>The Cates Team at RBC Wealth Management \u2013 Albuquerque, NM<\/li>\n\n\n\n<li>The Hamilton-Withrow Group \u2013 Las Vegas, NV<\/li>\n\n\n\n<li>Gall and Hale Team \u2013 Portland, OR<\/li>\n\n\n\n<li>Spence Partners \u2013 Portland, OR<\/li>\n\n\n\n<li>Blonkvist Investment Group \u2013 Midland, TX<\/li>\n\n\n\n<li>The High Dioguardi Group \u2013 Fort Worth, TX<\/li>\n\n\n\n<li>The Crescent Group \u2013 Dallas, TX<\/li>\n\n\n\n<li>The Drake Group \u2013 Houston, TX<\/li>\n\n\n\n<li>The Evergreen Group \u2013 San Antonio, TX<\/li>\n\n\n\n<li>Retirement Plan Advisors \u2013 Seattle, WA<\/li>\n\n\n\n<li>Krause &amp; Thorpe Wealth Management Team \u2013 Seattle, WA<\/li>\n\n\n\n<li>Carillon Consulting Group \u2013 Kirkland, WA<\/li>\n\n\n\n<li>Honcoop Doherty Wealth Managers \u2013 Kirkland, WA<\/li>\n\n\n\n<li>The Elliott Group \u2013 Bainbridge Island, WA<\/li>\n\n\n\n<li>Central Wyoming Wealth Management Group \u2013 Casper, WY<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>About RBC Wealth Management \u2013 U.S.<br><\/strong>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.<\/p>\n\n\n\n<p><strong>Media contact<\/strong><br>Megan Boldt, RBC Wealth Management, 612-371-6123, <a href=\"mailto:megan.boldt@rbc.com\">megan.boldt@rbc.com<\/a>&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-rbcwm-disclaimer\"><hr class=\"bdr-warm-grey bdr-size-2 my-0 rbc-block-spacer-t\"\/><div class=\"my-1\"><div class=\"disclaimer\">\n<p><em>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\u2019s 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\u2019s 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\u2019s 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\u2019s future performance.<\/em><\/p>\n<\/div><\/div><hr class=\"my-0\"\/><\/div>\n","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (January 9, 2024) \u2014 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 85 financial advisor teams were named to the Forbes \u201cBest-in-State Wealth Management Teams\u201d ranking. The award recognizes top financial advisor teams at national, independent, regional and bank broker-dealers from across the country based on factors such [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[47],"class_list":["post-16031","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-awards-and-recognition"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Wealth Management congratulates financial advisor teams named to Forbes \u201cBest-In-State Wealth Management Teams\u201d list - RBC Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2024-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2024\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"RBC Wealth Management congratulates financial advisor teams named to Forbes \u201cBest-In-State Wealth Management Teams\u201d list\" \/>\n<meta property=\"og:description\" content=\"MINNEAPOLIS (January 9, 2024) \u2014 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 85 financial advisor teams were named to the Forbes \u201cBest-in-State Wealth Management Teams\u201d ranking. 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