Awards and Recognition
Meet Our Forbes/Shook 2023 Best-In-State Wealth Management Teams
Three Oppenheimer Teams Are Named to the Inaugural List
We are pleased to announce that three Oppenheimer teams were named to Forbes’ list of the 2023 Best-In-State Wealth Management Teams.
These teams are:
- The Atlantic Group (Boca Raton, FL)
- The Peregrine Private Client Group (San Francisco, CA)
- The Summa Group (Los Angeles, CA)
This inaugural list featured over 2,800 teams with a combined assets of approximately $4 trillion. To learn more about this award please click here.
Disclosure
Awards Criteria
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.