Our Teams Ranked in Barron’s 2024 “Top 250 Private Wealth Management Teams”

May 14, 2024

We are proud to recognize our wealth management teams ranked in Barron’s “Top 250 Private Wealth Management Teams” for 2024.

Barron’s recently published their 2024 Top 250 Private Wealth Management Teams list. This list highlights the nation’s top teams by a number of factors including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

We are pleased to share the following NB Private Wealth teams are ranked in Barron’s Top 250 Private Wealth Management Teams list for 2024. Join us in congratulating our colleagues named in this year’s list:

Finkel Hamerling Allan Team 70
Stiefel Team 130
Holly Newman Kroft Team 177
Peterson Team 199
Guy Team 245

The 2024 Barron’s “Top 250 Private Wealth Management Teams” rankings listed the top teams in wealth management. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets, (2) Revenue and (3) Quality of practice. In each of those categories, Barron’s does multiple sub-calculations. In evaluating advisors, Barron’s also considered the type of assets and qualitative factors, such as advisors’ experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance records. Investment performance was not an explicit criterion because performance is often a function of each client’s appetite for risk. 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.

Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.