{"id":20586,"date":"2025-01-09T11:51:39","date_gmt":"2025-01-09T16:51:39","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=20586"},"modified":"2025-03-21T12:58:06","modified_gmt":"2025-03-21T16:58:06","slug":"rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2025","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2025-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2025","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, 2025)<\/strong> \u2014 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 125 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>\u201cThis recognition by Forbes is a testament to the expertise and dedication of our wealth management teams,\u201d said Michael Armstrong, CEO of RBC Wealth Management\u2013U.S. \u201cIt\u2019s an honor to see their commitment to serving clients recognized at this level as we start a strong year ahead.\u201d<\/p>\n\n\n\n<p>The complete list of RBC Wealth Management\u2019s Best-In-State Wealth Management Teams include:<\/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>10 Goal Wealth Management \u2013 Vienna, VA<\/li>\n\n\n\n<li>52 North Wealth Group \u2013 Portland, OR<\/li>\n\n\n\n<li>Anderson Wealth Management \u2013 Minneapolis, MN<\/li>\n\n\n\n<li>Attune Financial Advisors \u2013 Houston, TX<\/li>\n\n\n\n<li>Baum Jackson Investment Group \u2013 Annapolis, MD<\/li>\n\n\n\n<li>Beacon Wealth Management \u2013 Wellesley, MA<\/li>\n\n\n\n<li>Big Oak Advisory Team \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Big Water Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Blonkvist-Teller Legacy Wealth \u2013 Midland, TX<\/li>\n\n\n\n<li>Bosart Wealth Management Group \u2013 Bloomfield Hills, MI<\/li>\n\n\n\n<li>Burt Adams Group \u2013 Lincoln, NE<\/li>\n\n\n\n<li>Carillon Consulting Group \u2013 Kirkland, WA<\/li>\n\n\n\n<li>Cedar Summit Financial Advisors \u2013 Watertown, NY<\/li>\n\n\n\n<li>Central Wyoming Wealth Management Group \u2013 Casper, WY<\/li>\n\n\n\n<li>Coatoam Private Wealth Group \u2013 Winter Park, FL<\/li>\n\n\n\n<li>Corridor Investment Group \u2013 Cedar Rapids, IA<\/li>\n\n\n\n<li>Cove Capital Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Covell DiConza Newman Group \u2013 Hampton Bays, NY<\/li>\n\n\n\n<li>District Capital Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>Empower House Wealth Group \u2013 Easton, MA<\/li>\n\n\n\n<li>Ernst\/Stark Group \u2013 Lincoln, NE<\/li>\n\n\n\n<li>Freeman McFarlin Opp Financial Group \u2013 Edina, MN<\/li>\n\n\n\n<li>Generational Wealth Management, an Iannacone, Letvinchuk, Lynch Practice \u2013 Nashua, NH<\/li>\n\n\n\n<li>Glasband Stempel Wealth Management Group \u2013 Boca Raton, FL<\/li>\n\n\n\n<li>Green &amp; Henwood Wealth Management Group \u2013 St. Petersburg, FL<\/li>\n\n\n\n<li>Greyrock Wealth Advisors \u2013 Fort Collins, CO<\/li>\n\n\n\n<li>Heide Wealth Management Group \u2013 Palos Heights, IL<\/li>\n\n\n\n<li>Hensen Webb Group \u2013 Clive, IA<\/li>\n\n\n\n<li>Hillard Wealth Solutions Group \u2013 Rapid City, SD<\/li>\n\n\n\n<li>Honcoop Doherty Wealth Managers \u2013 Kirkland, WA<\/li>\n\n\n\n<li>Howe Wealth Management Group \u2013 Vienna, VA<\/li>\n\n\n\n<li>Imperial Wealth Management Group \u2013 Phoenix, AZ<\/li>\n\n\n\n<li>Johnson McKee Jackson and Associates \u2013 Portland, ME<\/li>\n\n\n\n<li>Kerrigan Mahoney Investment Group \u2013 Providence, RI<\/li>\n\n\n\n<li>Kieckhaefer Wealth Management Group \u2013 Delafield, WI<\/li>\n\n\n\n<li>Krause &amp; Thorpe Wealth Management Team \u2013 Seattle, WA<\/li>\n\n\n\n<li>Lighthouse Wealth Management Group \u2013 Minneapolis, MN<\/li>\n\n\n\n<li>Martin Wealth Management Group \u2013 Princeton, NJ<\/li>\n\n\n\n<li>McCarthy Investment Group \u2013 Danvers, MA<\/li>\n\n\n\n<li>McCarthy Wealth Group \u2013 Raleigh, NC<\/li>\n\n\n\n<li>Metolius Wealth Management Group \u2013 Bend, OR<\/li>\n\n\n\n<li>Milowe Wealth Management Group \u2013 Wellesley, MA<\/li>\n\n\n\n<li>Nearing &amp; Dallas Wealth Management Group \u2013 Stuart, FL<\/li>\n\n\n\n<li>Olympic View Group \u2013 Kirkland, WA<\/li>\n\n\n\n<li>OnTrack Wealth Solutions \u2013 Indianapolis, IN<\/li>\n\n\n\n<li>Open Range Wealth Management Group \u2013 Cheyenne, WY<\/li>\n\n\n\n<li>Park Place Investment Group \u2013 Florham Park, NJ<\/li>\n\n\n\n<li>Pink Wealth Management Group \u2013 Minnetonka, MN<\/li>\n\n\n\n<li>Princeton Financial Partners \u2013 Princeton, NJ<\/li>\n\n\n\n<li>Randolph Wealth Management Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>Resin Hammitt Private Wealth Group \u2013 Frisco, TX<\/li>\n\n\n\n<li>Retirement Plan Advisors \u2013 Seattle, WA<\/li>\n\n\n\n<li>Sandry Meloan Ryan Gragg Group \u2013 Bettendorf, IA<\/li>\n\n\n\n<li>SB Wealth Strategies \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>Scatena Dietz Investment Group \u2013 Boulder, CO<\/li>\n\n\n\n<li>Schaefer Present Corte Investment Group \u2013 Tucson, AZ<\/li>\n\n\n\n<li>Schluchter Investment Group \u2013 St. Cloud, MN<\/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>Shafer McGuire Wealth Management Group \u2013 Williamsville, NY<\/li>\n\n\n\n<li>SRI Wealth Management Group \u2013 San Francisco, CA<\/li>\n\n\n\n<li>Summit Wealth Advisory Group \u2013 Lake Oswego, OR<\/li>\n\n\n\n<li>Tailored Portfolio Management Group \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>The Andrews Group \u2013 La Jolla, CA<\/li>\n\n\n\n<li>The Birkhauser Group \u2013 Lake Forest, IL<\/li>\n\n\n\n<li>The Boland Investment Group \u2013 Philadelphia, PA<\/li>\n\n\n\n<li>The Brinton Dingle Vaughan Wealth Management Group \u2013 Hunt Valley, MD.<\/li>\n\n\n\n<li>The Brookhills Investment Group \u2013 Lancaster, PA<\/li>\n\n\n\n<li>The Buzzell Strum Group \u2013 Rochester, MN<\/li>\n\n\n\n<li>The Cates-Romero Team \u2013 Albuquerque, NM<\/li>\n\n\n\n<li>The Clear Group \u2013 Florham Park, NJ<\/li>\n\n\n\n<li>The Columbia Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>The Core Group \u2013 Boston, MA<\/li>\n\n\n\n<li>The Cormier Briggs Group \u2013 Williamsville, NY<\/li>\n\n\n\n<li>The Crescent Group \u2013 Dallas, TX<\/li>\n\n\n\n<li>The Dale Group \u2013 Atlanta, GA<\/li>\n\n\n\n<li>The Di Vito Consulting Group \u2013 Phoenix, AZ<\/li>\n\n\n\n<li>The Dimino-Seewald Group \u2013 Red Bank, NJ<\/li>\n\n\n\n<li>The Dolphin Group \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>The Drake Group \u2013 Houston, TX<\/li>\n\n\n\n<li>The Eidson, Doege, and Morris Team \u2013 Leawood, KS<\/li>\n\n\n\n<li>The Elliott Group \u2013 Bainbridge Island, WA<\/li>\n\n\n\n<li>The ESOP Group \u2013 Atlanta, GA<\/li>\n\n\n\n<li>The Etergino Group \u2013 Chevy Chase, MD<\/li>\n\n\n\n<li>The Evergreen Group \u2013 San Antonio, TX<\/li>\n\n\n\n<li>The Ford Group \u2013 Richmond, VA<\/li>\n\n\n\n<li>The FPI Group \u2013 Greenbrae, CA<\/li>\n\n\n\n<li>The Friedman Peters Group \u2013 San Francisco, CA<\/li>\n\n\n\n<li>The Gall Hale Team, Portland, OR<\/li>\n\n\n\n<li>The Great Northern Team \u2013 Edina, MN<\/li>\n\n\n\n<li>The Halbrook MacDonald Wealth Management Team \u2013 Newport Beach, CA<\/li>\n\n\n\n<li>The Hershey Group \u2013 Hagerstown, MD<\/li>\n\n\n\n<li>The High Group \u2013 Fort Worth, TX<\/li>\n\n\n\n<li>The Inter Alia Group \u2013 Portland, OR<\/li>\n\n\n\n<li>The Johnson Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>The Kelley Group \u2013 Omaha, NE<\/li>\n\n\n\n<li>The Kroneberger Group \u2013 Hunt Valley, MD<\/li>\n\n\n\n<li>The Linn Group \u2013 Rockville, MD<\/li>\n\n\n\n<li>The LSS Group \u2013 New York, NY<\/li>\n\n\n\n<li>The McGovern Wealth Management Group \u2013 Stuart, FL<\/li>\n\n\n\n<li>The Meridian Group \u2013 Roanoke, VA<\/li>\n\n\n\n<li>The MMC Group \u2013 Jericho, NY<\/li>\n\n\n\n<li>The Norman Fletchall Team \u2013 Madison, WI<\/li>\n\n\n\n<li>The Pacific Group \u2013 San Diego, CA<\/li>\n\n\n\n<li>The Paulson Holman Gatto Group \u2013 Lake Forest, IL<\/li>\n\n\n\n<li>The Promus Wealth Management Group \u2013 Indianapolis, IN<\/li>\n\n\n\n<li>The Quigley Group \u2013 Eau Claire, WI<\/li>\n\n\n\n<li>The Rosenwald Team \u2013 Baltimore, MD<\/li>\n\n\n\n<li>The Ross Group \u2013 Chevy Chase, MD<\/li>\n\n\n\n<li>The Seva Group \u2013 Kirkland, WA<\/li>\n\n\n\n<li>The Shaeffer Wealth Advisory Group \u2013 Bel Air, MD<\/li>\n\n\n\n<li>The Standard Group \u2013 Farmington, CT<\/li>\n\n\n\n<li>The Stephens Rothenberg Wealth Management Group \u2013 Los Angeles, CA<\/li>\n\n\n\n<li>The Sullivan Group \u2013 Canonsburg, PA<\/li>\n\n\n\n<li>The Taylor Group \u2013 Chester, NJ<\/li>\n\n\n\n<li>The Toll Group \u2013 Las Vegas, NV<\/li>\n\n\n\n<li>The Totland Group \u2013 Red Bank, NJ<\/li>\n\n\n\n<li>The Visionary Wealth Management Team \u2013 Green Bay, WI<\/li>\n\n\n\n<li>The Weiland Longoria Group \u2013 Atlanta, GA<\/li>\n\n\n\n<li>The Westside Group \u2013 Minnetonka, MN<\/li>\n\n\n\n<li>True North Investment Group \u2013 Shoreview, MN<\/li>\n\n\n\n<li>Tucker Crane Group \u2013 Walnut Creek, CA<\/li>\n\n\n\n<li>Turner Wealth Management Group \u2013 Palm Beach Gardens, FL<\/li>\n\n\n\n<li>VKB Wealth Management Group \u2013 Minocqua, WI<\/li>\n\n\n\n<li>West Valley Peninsula Group \u2013 San Jose, CA<\/li>\n\n\n\n<li>Wheelock Investment Group \u2013 St. Cloud, MN<\/li>\n\n\n\n<li>Wilkins Investment Group \u2013 Denver, CO<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-about-rbc-wealth-management-u-s\"><strong>About RBC Wealth Management\u2013U.S.<\/strong><\/h3>\n\n\n\n<p>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 <a href=\"https:\/\/www.rbcwealthmanagement.com\/\">rbcwm.com<\/a>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-media-contact\"><strong>Media contact<\/strong><\/h4>\n\n\n\n<p><strong>Kris Herberg<\/strong>, Director, Communications, RBC Wealth Management, <span style=\"white-space:no-wrap\">612-371-2987<\/span> <a href=\"mailto:kris.herberg@rbc.com\">kris.herberg@rbc.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (January 9, 2025) \u2014 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 125 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":15,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[47],"class_list":["post-20586","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\/2025-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2025\" \/>\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, 2025) \u2014 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 125 financial advisor teams were named to the Forbes \u201cBest-In-State Wealth Management Teams\u201d ranking. 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