Awards and Recognition
Meet Our Forbes/Shook 2023 Best-In-State Wealth Management Teams
- January 13, 2023
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.