NEWS AND INSIGHTS | Accolades

The 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list

January 12, 2026
Forbes

Congratulations to our five wealth management teams recognized on the 2026 Forbes | SHOOK Best-In-State Wealth Management Teams list.

The Forbes | SHOOK Best-In-State Wealth Management Teams list spotlights advisory teams that deliver exceptional service and guidance for clients amid today’s growing complexity. Now in its fourth year, the ranking features more than 6,100 teams overseeing a combined $8.3 trillion in client assets. We are proud to share that five of our wealth management teams have been recognized by Forbes | SHOOK Research for their dedication to clients and the excellence of their work.

TEAM MEMBERS IN STATE CATEGORY
Finkel Hamerling Allan Seth Finkel
Marc Hamerling
Charles E. Allan
Kenneth G. Rende 		#33 NY, NYC - Private Wealth
The Stiefel Bronstein Team Stephanie Stiefel
Joshua Bronstein 		#38 NY, NYC - Private Wealth
The Peterson Team William Peterson
Laurie Davis
Kenneth Marino
Kevin McGrath 		#46 NY, NYC - Private Wealth
The Arbes Team Peter Arbes
Christopher Jennings
Casey Crane 		#100 NY, NYC - Private Wealth
Tulcin Team Roger Tulcin
Frank Aurichio		 #118 NY, NYC - Private Wealth

Data provided by SHOOK® Research, LLC. Data as of March 31, 2025. Forbes Best-in-State Wealth Management Teams ranking 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’s 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’s 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’s experience. Past performance is not an indication of future results.

Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see 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.

The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.