Meet Our Forbes/Shook 2025 Best-In-State Wealth Management Teams

We are pleased to announce that 14 Oppenheimer teams have been recognized on Forbes’ 2025 Best-In-State Wealth Management Teams list based on their 2024 productivity and activity. This achievement reflects their unwavering dedication to providing exceptional service, innovative strategies, and personalized financial solutions to clients across the nation.

Being included in this distinguished ranking highlights the hard work, expertise, and client-centric approach of our wealth management teams, who consistently strive to deliver excellence in every interaction.

The 14 Oppenheimer teams recognized this year are:

• The Atlantic Group
• East River Private Client Group
• The Grand Central Private Client Group
• Montmorency Financial Advisors
• The Monument Square Group
• The Naert Group
• The North Hill Group
• The Peregrine Private Client Group
• The Perkins Tunitsky Group
• The Sacks Group
• The Schoenkin Lesser Group
• The Summa Group
• The Third Coast Group
• The Watt Group

These teams represent the best of Oppenheimer’s wealth management expertise, building trusted relationships and creating tailored strategies to help clients navigate complex financial landscapes. They have distinguished themselves by their ability to blend deep market insights with an understanding of individual client goals, ensuring that each client receives top-tier guidance.

Congratulations to our 14 teams for this well-deserved honor. We look forward to building on this momentum in 2025 and beyond, continuing to serve as trusted advisors to individuals, families, and institutions nationwide.

To learn more about this award please click here.