{"id":25026,"date":"2026-01-12T16:12:52","date_gmt":"2026-01-12T21:12:52","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=25026"},"modified":"2026-02-03T16:07:19","modified_gmt":"2026-02-03T21:07:19","slug":"rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2026","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 7, 2026)<strong>&nbsp;<\/strong><\/strong>\u2014&nbsp;RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 166 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 from Forbes highlights the exceptional talent and dedication of our wealth management professionals,\u201d said Michael Armstrong, CEO of RBC Wealth Management\u2013U.S. \u201cAnd it underscores our firm\u2019s commitment to doing what\u2019s right for clients.\u201d<\/p>\n\n\n\n<p>The complete list of RBC Wealth Management\u2019s Best-In-State Wealth Management Teams includes:<\/p>\n\n\n\n<div class=\"wp-block-rbcwm-columns container\"><div class=\"row align-items-start blockId-113585cc-e16b-432a-91af-3a9392d762ed\">\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<ul class=\"wp-block-list\">\n<li>1889 Wealth Management Group \u2013 Minocqua, WI<\/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>Beacon Wealth Management \u2013 Wellesley Hills, 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 \u2013 Midland, TX<\/li>\n\n\n\n<li>Blue Ridge Wealth Advisors \u2013 Vienna, VA<\/li>\n\n\n\n<li>Bosart Wealth Management Group \u2013 Bloomfield Hills, MI<\/li>\n\n\n\n<li>Brookhills Investment Group \u2013 Lancaster, PA<\/li>\n\n\n\n<li>Burt \/ Adams Group \u2013 Lincoln, NE<\/li>\n\n\n\n<li>Burt Financial Group \u2013 Wellesley Hills, MA<\/li>\n\n\n\n<li>Carillon Consulting Group \u2013 Kirkland, WA<\/li>\n\n\n\n<li>Cedar Hill Wealth Management Group \u2013 Washington, D.C.<\/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 New York, NY<\/li>\n\n\n\n<li>DeCaro Eisenberg Group \u2013 Philadelphia, PA<\/li>\n\n\n\n<li>Dewane-Kraemer Wealth Management Group \u2013 Phoenix, AZ<\/li>\n\n\n\n<li>District Capital Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>Doege &amp; Morris Wealth Management Group \u2013 Leawood, KS<\/li>\n\n\n\n<li>Empower House Financial Group \u2013 Easton, MA<\/li>\n\n\n\n<li>Ernst\/Stark Group \u2013 Lincoln, NE<\/li>\n\n\n\n<li>Falbaum Crowley Investment Group \u2013 Tucson, AZ<\/li>\n\n\n\n<li>Freeman McFarlin Opp Financial Group \u2013 Edina, MN<\/li>\n\n\n\n<li>Friedman Peters Group \u2013 San Francisco, CA<\/li>\n\n\n\n<li>Generational Wealth Management Group \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>Hansen Wealth Management Group \u2013 Greenwood Village, CO<\/li>\n\n\n\n<li>Heath Austin Wealth Management Group \u2013 Houston, TX<\/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>Herzog Investment Group \u2013 Houston, TX<\/li>\n\n\n\n<li>Honcoop Doherty Wealth Managers \u2013 Kirkland, WA<\/li>\n\n\n\n<li>HTH Wealth Management Group \u2013 Palm Beach Gardens, FL<\/li>\n\n\n\n<li>Imperial Wealth Management Group \u2013 Phoenix, AZ<\/li>\n\n\n\n<li>James, Ford &amp; Duble Wealth Partners \u2013 Columbus, OH<\/li>\n\n\n\n<li>Kelley\/McShane Investment Group \u2013 Billings, MT<\/li>\n\n\n\n<li>Kerrigan Mahoney Investment Group \u2013 Providence, RI<\/li>\n\n\n\n<li>Krause &amp; Thorpe Wealth Management Team \u2013 Edmonds, 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>Metolius Wealth Management Group \u2013 Bend, OR<\/li>\n\n\n\n<li>Miller, Bowles &amp; Horn Group \u2013 Richmond, VA<\/li>\n\n\n\n<li>Milowe Wealth Management Group \u2013 Wellesley Hills, MA<\/li>\n\n\n\n<li>Morrice Group \u2013 Portland, OR<\/li>\n\n\n\n<li>Murphy Hall Group \u2013 Portland, OR<\/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>ON Wealth Management Group \u2013 St. Petersburg, FL<\/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>Personal Wealth Management Montalto Weil Aragoncillo \u2013 Jericho, NY<\/li>\n\n\n\n<li>Pier View Group \u2013 El Segundo, CA<\/li>\n\n\n\n<li>Pink Licari 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>Rosenwald Private Wealth \u2013 Baltimore, MD<\/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 Grimson 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>Schardt-Jorgensen Group \u2013 Charlotte, NC<\/li>\n\n\n\n<li>Schluchter Investment Group \u2013 St. Cloud, MN<\/li>\n\n\n\n<li>Shafer McGuire Wealth Management Group \u2013 Williamsville, NY<\/li>\n\n\n\n<li>Sheresky-Samsen Group \u2013 New York, NY<\/li>\n\n\n\n<li>SRI Wealth Management Group \u2013 San Francisco, CA<\/li>\n\n\n\n<li>Steadfast Group \u2013 Shoreview, MN<\/li>\n\n\n\n<li>Summit Wealth Advisory Group \u2013 Lake Oswego, OR<\/li>\n\n\n\n<li>SWAN Wealth Management Group \u2013 Newport Beach, CA<\/li>\n\n\n\n<li>Swinn Wealth Management Group \u2013 Las Vegas, NV<\/li>\n\n\n\n<li>The 10 Goal Wealth Management Group \u2013 Vienna, VA<\/li>\n\n\n\n<li>The Andrews Group \u2013 La Jolla, CA<\/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 Baum Jackson Investment Group \u2013 Annapolis, MD<\/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 Boulware Investment Group \u2013 Phoenix, AZ<\/li>\n\n\n\n<li>The Brinton Dingle Vaughan Wealth Management Group \u2013 Hunt Valley, MD.<\/li>\n\n\n\n<li>The Brown-Brinkley Group \u2013 Vienna, VA<\/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 CFS Group \u2013 Vienna, VA<\/li>\n\n\n\n<li>The Clear Group \u2013 Florham Park, NJ<\/li>\n\n\n\n<li>The Clift Group \u2013 Dallas, TX<\/li>\n\n\n\n<li>The Columbia Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>The Comprehensive Impact Investment Group \u2013 Florham Park, NJ<\/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 Cousins Sicoli Group \u2013 Portland, ME<\/li>\n\n\n\n<li>The Crescent Group \u2013 Dallas, TX<\/li>\n\n\n\n<li>The Cypress Group \u2013 Wilmington, NC<\/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 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 Private Wealth 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 Gall Hale Team \u2013 Portland, OR<\/li>\n\n\n\n<li>The Glaser Group \u2013 Nashville, TN<\/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 Hillard Williams Group \u2013 Rapid City, SD<\/li>\n\n\n\n<li>The Holistic Wealth Solutions Group \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>The Inter Alia Group \u2013 Portland, OR<\/li>\n\n\n\n<li>The Joel Group \u2013 Atlanta, GA<\/li>\n\n\n\n<li>The Johnson Group \u2013 Wayzata, MN<\/li>\n\n\n\n<li>The Katie Clark Group \u2013 Chevy Chase, MD<\/li>\n\n\n\n<li>The Kelley Group \u2013 Omaha, NE<\/li>\n\n\n\n<li>The Kieckhaefer Wealth Management Group \u2013 Delafield, WI<\/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 Market Street Group \u2013 Clayton, MO<\/li>\n\n\n\n<li>The McCarthy Wealth Group \u2013 Raleigh, NC<\/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 Pathfinder Group \u2013 Redding, 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 Rashidi Group \u2013 Green Bay, WI<\/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 Sturtevant Group \u2013 Washington, D.C.<\/li>\n\n\n\n<li>The Sullivan Group \u2013 Canonsburg, PA<\/li>\n\n\n\n<li>The Tailored Portfolio Management Group \u2013 Beverly Hills, CA<\/li>\n\n\n\n<li>The Taylor Group \u2013 Chester, NJ<\/li>\n\n\n\n<li>The Tucker Crane Group \u2013 Walnut Creek, CA<\/li>\n\n\n\n<li>The Upin Hoch Group \u2013 Minneapolis, MN<\/li>\n\n\n\n<li>The Visionary Wealth Management Team \u2013 Green Bay, WI<\/li>\n\n\n\n<li>The Wade McCalla Investment Group \u2013 Billings, MT<\/li>\n\n\n\n<li>The Webb Morris Wealth Management Group \u2013 Great Barrington, MA<\/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>The Wilkins Investment Group \u2013 Denver, CO<\/li>\n\n\n\n<li>Total Wealth Management Group \u2013 Leawood, KS<\/li>\n\n\n\n<li>Transcend Wealth Solutions Group \u2013 Edina, MN<\/li>\n\n\n\n<li>True North Investment Group \u2013 Shoreview, MN<\/li>\n\n\n\n<li>Turner Wealth Management Group \u2013 Palm Beach Gardens, FL<\/li>\n\n\n\n<li>We Wealth Management Group \u2013 Mequon, WI<\/li>\n\n\n\n<li>Westlake Wealth Management Group \u2013 Westlake, OH<\/li>\n\n\n\n<li>Wheelock Investment Group \u2013 St. Cloud, MN<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:75px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\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>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\u2019s largest banks based on market capitalization, RBC Wealth Management offers the scale, resources and expertise to help clients achieve their financial goals. <em>&nbsp;<\/em>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<p><em><em>The 2026 Forbes \u201cBest-In-State Wealth Management Teams\u201d 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\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 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\u2019s 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:<\/em> <\/em><a href=\"http:\/\/www.SHOOKresearch.com\"><em>www.SHOOKresearch.com<\/em><\/a><em>.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-media-contact\">Media contact<\/h3>\n\n\n\n<p>Riham Feshir, RBC Wealth Management, <a href=\"mailto:riham.feshir@rbc.com\">riham.feshir@rbc.com<\/a>, 952-529-6256<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-about-rbc\">About RBC<\/h3>\n\n\n\n<p>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\u2019s 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&nbsp;<a href=\"https:\/\/www.rbc.com\/about-rbc.html\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">rbc.com<\/a> .\u200e<\/p>\n\n\n\n<p>We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at <a href=\"https:\/\/www.rbc.com\/community-social-impact\/\" class=\"link-external\" target=\"_blank\" rel=\"noreferrer noopener\">rbc.com\/peopleandplanet<\/a> .<\/p>\n","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS, (January 7, 2026)&nbsp;\u2014&nbsp;RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announced that 166 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 as client [&hellip;]<\/p>\n","protected":false},"author":142,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list-2026","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[48],"class_list":["post-25026","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-corporate-news"],"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<\/title>\n<meta name=\"description\" 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