Congratulations to our advisors honored in Forbes America’s Top Wealth Advisors & Top Wealth Advisors Best-In-State for 2026.
Forbes recently published their 2026 America’s Top Wealth Advisors & Top Wealth Advisors Best-In-State lists. Congratulations to our professionals who were named.
| ADVISOR NAME |
|---|
| Seth Finkel |
| Brian Hahn |
| Holly Newman Kroft |
| William Peterson |
| Stephanie Stiefel |
To view the full list, click here.
| ADVISOR NAME | STATE |
|---|---|
| Peter Arbes | New York |
| Seth Finkel | New York |
| Brian Hahn | Illinois |
| Holly Newman Kroft | New York |
| Mike Mazza | New York |
| William Peterson | New York |
| Lisa Reed | California |
| Stephanie Stiefel | New York |
| Roger Tulcin | New York |
To view the full list, click here.
Data provided by SHOOK® Research, LLC. The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. Data as of June 30, 2025. Published by Forbes (April 2026). The rankings are based on SHOOK Research’s independent methodology and ranking algorithm, which includes in-person, virtual and telephone due diligence meetings to qualitatively evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Investment performance is not a criterion, as client objectives and risk tolerances vary and advisors rarely have audited performance reports. SHOOK Research’s rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not indicative of future results. SHOOK Research's rankings is for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific investment advisor and SHOOK Research does not assume any liability for actions taken based on the rankings. Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of the methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.
Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.
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