Aug 25, 2026 Top 50 in the Nation: Allen Schreiber Named to AdvisorHub’s 2026 Advisors to Watch, Over $1B
TSG Wealth Management is proud to announce that Partner Allen Schreiber, MBA, has once again been recognized on AdvisorHub’s 2026 Advisors to Watch, Over $1B ranking, this year climbing into the top 50 nationally at #50. The distinction places Allen among the most accomplished wealth advisors in the country, drawn from AdvisorHub’s broader “1,000 Advisors to Watch.”
AdvisorHub describes the honorees as “a list of 1,000 advisors and their teams with sophisticated practices, great growth and a commitment to professionalism. These 250 advisors represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.”
Advisors are evaluated on three pillars: the scope of the practice as measured by assets, production and level of service; year over year growth in assets, households and production; and professionalism, which weighs regulatory record, community service and team diversity. Breaking into the top 50 signals not just consistency, but accelerating momentum, both for Allen and for TSG as a whole. This marks Allen’s third consecutive year on the list, following recognitions in 2024 and 2025.
“Cracking the top 50 nationally is humbling, but the number I care about is the one that never appears on a list: the number of clients who sleep better because of a plan we built together,” Allen said. “This recognition tells me the model is working at scale. People want deeper expertise, real personalization, and total transparency, and that is exactly what we get up every morning to deliver.”
Allen credits TSG’s client-first planning approach and a deep support team as the engine behind his continued rise. With nearly three decades of experience advising high-net-worth individuals, executives, entrepreneurs, and families, he remains focused on helping clients navigate complex financial lives with clarity and confidence.
Built to Scale, Built to Last
While individual recognition is meaningful, the larger story is the practice’s growth and forward focus. TSG has invested heavily in expanding talent, elevating technology, and enhancing the overall client experience. That collective momentum, powered by advisors across every TSG office, is what continues to move the practice forward.
Today, TSG Wealth Management oversees more than $20 billion in client assets as of April 20, 2026, a testament to the trust clients place in the practice and the value delivered across generations. Backed by more than 1,000 years of combined advisor experience, TSG serves a diverse client base of individuals, families, businesses, and institutions with a planning-first mindset and personalized service at its core.
TSG Managing Partner Mark Schulten, CFP®, who has worked alongside Allen for years, sees the ranking as a reflection of discipline more than luck.
“Allen’s approach is intentional and precise,” Mark said. “He has an unusual ability to connect with clients and deliver forward-thinking solutions, and he raises the standard for everyone around him. A top 50 placement is well-earned, and it points to even bigger things ahead for TSG.”
That standard is precisely what TSG has worked to institutionalize: strong teams, deep resources, and a culture that keeps the people behind the portfolios at the center of every decision.
A Flywheel of Talent and Trust
Rankings like this one do more than validate a single advisor. They create a flywheel: attention attracts talent, talent strengthens the platform, and a stronger platform delivers even more for clients.
“Allen’s success reflects the power of our entire platform,” said Brian Borst, CEO of TSG. “Recognition like this brings attention, attracts exceptional advisors, and reinforces the strength of our culture. But at its core, it is about one thing: helping clients meet their goals in smarter, more meaningful ways.”
That client-first conviction shapes where TSG is headed. The practice’s outlook centers on strategic expansion and innovation: growing the team with experienced advisors, analysts, and client service specialists; leveraging new technology to deepen planning and sharpen insight; expanding into new geographies while preserving boutique-level service; and building for longevity through succession planning and multi-generational client strategies.
What It Means for Clients
For clients, Allen’s placement among the top advisors in the country offers confidence that they are aligned with a team recognized not only for results, but for vision, integrity, and innovation. From investment and retirement planning to estate planning strategies, TSG brings a full range of capabilities together under one roof, giving clients a true one-stop shop for their financial needs and a family office-like experience.
Investment management, planning, insurance, lending, and multi-generational strategy work in concert, and when tax questions arise, TSG coordinates with clients’ existing CPAs and tax advisors, with dedicated tax services also available through TSG Tax Management.* The result is the coordination and continuity of a family office, without clients having to assemble a patchwork of specialists on their own.
“Being included again is an honor, and reaching the top 50 is a milestone I do not take lightly,” Allen added. “But what matters most is what we do next. This is fuel for the future, not a finish line.”
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 is nationally recognized and relentlessly committed to their financial success.
What It Means for Advisors
For professionals seeking more than 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 are a client looking for thoughtful, personalized guidance, or an advisor looking for a practice that puts values and vision first, TSG Wealth Management invites you to explore what is possible. To learn more about our services, visit tsgwm.com/services, or for opportunities to join the team, visit tsgwm.com/join.
2026 AdvisorHub 250 Advisors over $1Bil to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 – 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 250 Advisors over $1Bil to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 200 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2025 Advisors to Watch rating and does not denote an additional rating. 1974 wealth managers were considered for the rating; 1000 (50.6% of candidates) were named 2025 AdvisorHub Advisors to Watch.
The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% of candidates) were named 2024 AdvisorHub Advisors to Watch.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.
Wells Fargo Advisors Financial Network or TSG Wealth Management does not provide legal or tax advice.
*Tax preparation services are available thru a separate entity, TSG Tax Management, LLC. TSG Tax Management is not affiliated with Wells Fargo or Wells Fargo Advisors Financial Network, LLC.