Jul 07, 2025 Allen Schreiber Ranks #15 on AdvisorHub’s 2025 Advisors to Watch List

TSG is pleased to announce that Partner Allen Schreiber, MBA, has once again been recognized on AdvisorHub’s 2025 Advisors to Watch 150 Advisors over $1Bil list—this year ranking #15 nationally. The list is part of AdvisorHub’s broader “1,000 Advisors to Watch,” a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. These 200 advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.*

This marks Allen’s second consecutive appearance on the list, reinforcing both his consistency and the continued upward momentum of TSG as a whole.

“This ranking is more than a team or personal achievement,” Allen shared. “It’s a signal that what we’re building at TSG is working—and working at scale. Clients are looking for deeper expertise, more personalization, and greater transparency. That’s exactly what we’re trying to deliver.”

Allen credits TSG’s client-first planning model and a strong support team as key drivers of continued growth. With over two decades of experience advising high-net-worth individuals and families, he remains focused on helping clients navigate complex financial lives with clarity and confidence.

Growth and It’s Benefits

While individual recognition is meaningful, the larger story is the practice’s growth and future focus. TSG has been investing heavily in expanding talent, elevating technology, and enhancing the overall client experience. The momentum of all TSG advisors plays a critical role in driving that evolution forward.

Today, TSG Wealth Management oversees more than $15 billion in client assets as of May 9, 2025, a testament to the trust clients place in the practice and the value delivered across generations. Backed by over 1,000 years of combined advisor experience (we stopped counting at 1,000), TSG continues to serve a diverse client base—including individuals, families, businesses, and institutions—with a planning-first approach and a commitment to personalized service.

“Allen’s success reflects the power of our entire platform,” said Brian Borst, CEO at TSG. “Rankings like this create a flywheel effect—they bring attention, attract talent, and reinforce the strength of our culture. But at the core, it’s about helping clients meet their goals in smarter, more meaningful ways.”

Positioned for What’s Next

TSG’s outlook for 2025 and beyond centers on strategic expansion and innovation:

• Growing the team with experienced advisors, analysts, and client service specialists
• Leveraging new technologies to deepen planning, automate insights, and enhance accessibility
• Expanding reach into new geographies while maintaining boutique-level service
• Building for longevity, with succession planning and multi-generational client strategies

“We’ve made deliberate moves to future-proof the practice,” Allen added. “We’re not just reacting to trends—we’re anticipating client needs and building the infrastructure to meet them.”

TSG Managing Partner Mark Schulten, who has worked closely with Allen for years, highlighted the impact of consistent leadership:

“Allen’s approach is intentional and precise. His ability to connect with clients and deliver forward-thinking solutions inspires those around him. This recognition is well-deserved and points to even greater things ahead for TSG.”

As TSG continues to grow, recognitions like this help validate the model: build strong teams, invest in resources, and never lose sight of the people behind the portfolios.

What It Means For Clients

For clients, Allen’s placement among the top advisors in the country provides confidence that they are aligned with a team that’s recognized not just for results—but for vision, integrity, and innovation.

“Being included again is an honor,” Allen said. “But what matters most is what we do next. This is fuel for the future.”

As TSG’s reach expands and its impact deepens, accolades like this help validate a culture rooted in client advocacy, strategic clarity, and collaboration. For clients, it means working with a team that’s not only nationally recognized—but relentlessly committed to their financial success.

What It Means For Advisors

For professionals seeking more than just a platform—those who want a true team, a supportive culture, and room to grow—TSG continues to be a destination of choice.

Whether you’re a client looking for thoughtful, personalized financial guidance—or an advisor looking for a practice that puts values and vision first—TSG Wealth Management invites you to explore what’s possible.

To learn more about our services visit tsgwm.com/services or for opportunities to join the team, visit tsgwm.com/join.

*Description from AdvisorHub.com/advisors-to-watch-over-1b-2025/

The 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub).  2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 – 12/31/23 (Source: AdvisorHub). See full disclosure.