{"id":877,"date":"2023-01-09T00:00:00","date_gmt":"2023-01-09T00:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list\/"},"modified":"2025-01-09T11:57:16","modified_gmt":"2025-01-09T16:57:16","slug":"rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list","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 12, 2023)<\/strong> \u2013 RBC Wealth Management, one of the nation\u2019s largest full-service     wealth management firms, announces that 15 financial advisor teams were named to the inaugural Forbes \u201cBest-in-State     Wealth Management Teams\u201d ranking. <\/p>\n\n\n\n<p>The new 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.<\/p>\n\n\n\n<p>\u201cCongratulations to our honorees for this well-deserved recognition,\u201d said Michael Armstrong, CEO of RBC Wealth Management \u2013 U.S. \u201cThese teams stand out because of the hard work, talent, and professionalism of every team member in going above and beyond to serve the needs of their clients.\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=\"row mb-1-half\">\n<div class=\"col-lg-6\">\n<ul class=\"list-links\">\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/tpmg\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Tailored Portfolio                     Management Group, Beverly Hills, CA <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/sbwealthstrategies\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">SB                     Wealth Strategies, Beverly Hills, CA <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/greenhenwoodwmg\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Green &amp;                     Henwood Wealth Management Group, St. Petersburg, FL <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/nearingdallaswmg\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Nearing                     &amp; Dallas Wealth Management Group, Stuart, FL <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/heidewealthmanagement\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Heide Wealth Management Group, Palos Heights, IL <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/shaefferwealthadvisorygroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The Shaeffer Wealth Advisory Group, Baltimore, MD <\/a><\/li>\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/thebaumjacksoninvestmentgroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Baum Jackson Investment Group, Annapolis, MD <\/a> <\/li>\n<\/ul><\/div>\n<div class=\"col-lg-6\">\n<ul class=\"list-links\">\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/brintondinglevaughanwmg\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The Brinton Dingle Vaughan Wealth Management Group, Hunt Valley, MD <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/westsidegroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The Westside Group,                     Minnetonka, MN <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/bigwatergroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Big Water Group, Wayzata, MN                     <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/thecatesteam\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The Cates Team at RBC Wealth                     Management, Albuquerque, NM                      <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/lssgroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The LSS Group, New York, NY                     <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/blonkvistinvestmentgroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">Blonkvist Investment Group,                     Midland, TX <\/a><\/li>\n<li class=\"mb-half\"><a href=\"https:\/\/us.rbcwealthmanagement.com\/fordgroup\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The Ford Group, Richmond, VA                     <\/a><\/li>\n<li><a href=\"https:\/\/us.rbcwealthmanagement.com\/visionarywmt\/\" target=\"_blank\" class=\"link-icon\" rel=\"noopener\">The Visionary Wealth                     Management Team, Green Bay, WI                      <\/a><\/li>\n<\/ul><\/div>\n<p><\/p><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left\">About RBC Wealth Management \u2013 U.S.<\/h4>\n\n\n\n<p>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 $489     billion in total client assets with more than 2,100 financial advisors operating in 186 locations in 42 states. <\/p>\n\n\n\n<h4 class=\"wp-block-heading has-text-align-left\">Media Contact<\/h4>\n\n\n\n<p>Sam Benshoof, RBC Wealth Management, 612-313-1275, <a href=\"mailto:samuel.benshoof@rbc.com\">samuel.benshoof@rbc.com<\/a><\/p>\n\n\n\n<p class=\"disclaimer\"><em>The 2023 Forbes Best-in-State Wealth Management Teams award was announced January 2023. Data         as of 3\/31\/22. 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","protected":false},"excerpt":{"rendered":"<p>MINNEAPOLIS (January 12, 2023) \u2013 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announces that 15 financial advisor teams were named to the inaugural Forbes \u201cBest-in-State Wealth Management Teams\u201d ranking. The new award recognizes top financial advisor teams at national, independent, regional and bank broker-dealers from across the country based on [&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-877","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=\"description\" content=\"MINNEAPOLIS (January 12, 2023) \u2013 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announces that 15 financial\" \/>\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\/2023-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list\" \/>\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 12, 2023) \u2013 RBC Wealth Management, one of the nation\u2019s largest full-service wealth management firms, announces that 15 financial\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list\" \/>\n<meta property=\"og:site_name\" content=\"RBC Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-09T16:57:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/wp-content\/uploads\/sites\/7\/2023\/02\/share-logo-1200x630-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"RBC Wealth Management congratulates financial advisor teams named to Forbes \u201cBest-in-State Wealth Management Teams\u201d list\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list\",\"url\":\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2023-01-09\/rbc-wealth-management-congratulates-financial-advisor-teams-named-to-forbes-best-in-state-wealth-management-teams-list\",\"name\":\"RBC Wealth Management congratulates financial advisor teams named to Forbes \u201cBest-in-State Wealth Management Teams\u201d list - 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