Jun 18, 2025 Robert Sackler Recognized by Forbes Among California’s Top Wealth Advisors

Beverly Hills, CA – TSG proudly announces that Robert Sackler, Managing Director and founding member of The Sackler Group of TSG Wealth Management, has been named to the 2025 Forbes Best-In-State Wealth Advisors list, ranking among the top advisors in the California – Los Angeles (High Net Worth) category. This marks Sackler’s fifth consecutive year (2021-2025) being named to the Forbes Best-In-State Wealth Advisors list, a reflection of his enduring commitment to excellence and client-focused investment planning.

This recognition highlights Sackler’s more than 30 years of dedicated service to high-net-worth individuals, families, and institutions. From TSG’s Beverly Hills office, Sackler leads a team that delivers customized investment planning solutions, specializing in multigenerational wealth strategies, disciplined portfolio construction, and a high-touch client experience.

“I’m honored to be recognized once again by Forbes, but the true reward is the lasting relationships we’ve built with clients over the years,” said Robert. “Our team is deeply committed to helping clients achieve clarity and confidence in their financial lives — that’s what drives us every day.”

The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, evaluates advisors based on assets under management, experience, compliance records, and qualitative factors like client service and industry best practices. It is considered one of the most respected distinctions in the wealth management profession.

“Robert is a trusted advisor in every sense of the word,” said Mark Schulten, Managing Partner. “He has built a practice rooted in deep client relationships, thoughtful planning, and a steadfast commitment to doing what’s right.”

Under Sackler’s leadership, The Sackler Group has maintained a selective approach, working with a limited number of families to ensure each relationship receives personalized attention. The group emphasizes proactive planning and communication, positioning clients for long-term success across generations.

“Working with Robert over the years, I’ve seen firsthand the way he approaches every relationship with care and consistency,” said Allen Schreiber, Partner. “His recognition by Forbes reflects the quality and precision he brings to every aspect of his work.”

As a key member of the TSG Wealth Management community, Sackler exemplifies the values of integrity, collaboration, and client-first thinking that define the organization.

“Robert sets a high bar for our organization,” said Brian Borst, CEO of TSG Wealth Management. “His long-standing success and client loyalty are the result of decades of principled leadership and personal attention. He’s an example of the kind of advisor that defines TSG.”

To learn more about Robert Sackler and The Sackler Group of TSG Wealth Management visit their team page!

If you’re an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20. See full disclosure.

High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.