Forbes’ 2024 Lists of America’s Top Wealth Advisors and Top Wealth Advisors Best-in-State

April 08, 2024

Congratulations to our five wealth management professionals honored in Forbes’ 2024 Lists of America’s Top Wealth Advisors and Top Wealth Advisors Best-in-State.

The ninth annual ranking of Forbes/SHOOK America’s Top Wealth Advisors features 250 seasoned wealth management advisors, collectively managing more than $1.5 trillion in assets. The Top Wealth Advisors Best-In-State feature 8,507 wealth advisors who, collectively, oversee more than 13.5 trillion in client assets. We are excited to share that five of our advisors have been honored by Forbes/SHOOK Research for their hard work.

Seth Finkel #127 #22 NY, NYC - Private Wealth
Stephanie Stiefel #138 #25 NY, NYC - Private Wealth
Holly Newman Kroft #198 #33 NY, NYC - Private Wealth
Bill Peterson #228 #9 NY, NYC - High Net Worth
Brian Hahn #239 #4 IL, Chicago - Private Wealth

Data provided by SHOOK® Research, LLC. Data as of June 30, 2023. America’s Top Advisors and Top Wealth Advisors Best-In-State ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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 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 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.