May 27, 2025 Allen Schreiber Ranked #15 in California on 2025 Forbes Best-In-State Wealth Advisors List

IRVINE, CA – TSG is excited to announce that Allen Schreiber, Partner, has been ranked #15 in California – Los Angeles (High Net Worth) on the 2025 Forbes Best-In-State Wealth Advisors list. This marks the third consecutive year (2023, 2024 and 2025) that Allen has been named to the Forbes Best-In-State Wealth Advisors list, a testament to his and his team’s consistent performance and long-standing commitment to his clients.

With nearly three decades of experience in investment planning, Allen Schreiber has been a driving force at TSG Wealth Management since 1997. His work centers on helping high-net-worth clients—including executives, entrepreneurs, and families—navigate complex financial decisions through tailored wealth planning strategies. He is known for his disciplined approach and deep commitment to long-term client relationships.

“It’s an honor to be recognized again by Forbes, but the real reward is the trust our clients place in us year after year,” said Allen. “My focus has always been on building relationships that last through all market cycles—this recognition is a reflection of that ongoing commitment.”

The Forbes Best-In-State Wealth Advisors list, now in its eighth year, is developed by SHOOK Research and recognizes top-performing advisors across the U.S. based on factors including assets under management, industry experience, and best practices.

Schreiber’s role as both advisor and leader has been instrumental in expanding TSG’s reach and reinforcing its client-first culture across its Southern California offices.

“Allen brings a level of focus and strategic insight that strengthens our entire team,” said Mark Schulten, Managing Partner. “His ability to connect with clients and help them plan with clarity and confidence is something I deeply respect as both a colleague and a partner.”

At TSG, a culture of collaboration and integrity guides every client relationship. The practice’s success is rooted in a team approach that empowers advisors to deliver consistent, high-touch service and customized planning solutions.

“Allen has played a key role in shaping what TSG stands for,” said Brian Borst, CEO of TSG Wealth Management. “His example is one of quiet leadership—driven by principle, patience, and professionalism. He has earned this recognition, and we’re proud to have him represent the values of our organization.”

For more information about TSG Wealth Management’s services, please visit the TSG services 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. See full disclosure.

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