Apr 21, 2025 TSG Partner Allen Schreiber Named to 2025 Barron’s Top 1,200 Financial Advisors List

TSG Wealth Management is proud to announce that Allen Schreiber, MBA, Partner at TSG, has been named to the 2025 Barron’s Top 1,200 Financial Advisors list. This annual ranking recognizes the most accomplished financial advisors across the United States, based on assets under management, revenue produced, and overall quality of practice.

With nearly three decades of experience, Allen has built a reputation for offering high-level guidance tailored to high-net-worth individuals, families, and institutions. He approaches every client relationship with the mindset of a private CFO—strategic, disciplined, and personally invested in long-term outcomes.

“This recognition is deeply meaningful because it reflects the trust our clients have placed in us and the work we’ve done together,” said Allen. “I’ve always believed that wealth management is about more than numbers—it’s about people, relationships, and helping families thrive over generations.”

Allen began his career in 1997 and holds an MBA from Chapman University. He plays an integral leadership role at TSG, helping grow the practice’s presence while mentoring younger advisors. Beyond his professional work, he is active in his community, serving on the boards of Youth Investors Corp and Von Karman Foundation, and coaching youth sports.

“Allen exemplifies the kind of professional we value most at TSG: deeply client-focused, strategic in his thinking, and relentlessly ethical,” said Mark Schulten, Managing Partner at TSG Wealth Management. “His inclusion on Barron’s list is a well-earned honor and a reflection of the strength of our entire practice. I’m proud to call him my partner.”

TSG Wealth Management is one of the most respected advisory practices in the country, with over 1,000 years of collective experience across its teams. The practice provides clients with personalized investment strategies, retirement planning, tax and estate considerations, and a concierge-level service experience—all through a comprehensive wealth planning lens.

“At TSG, we strive to put our clients’ interests above all else, and Allen lives that mission every day,” said Brian Borst, CEO of TSG Wealth Management. “His recognition is a testament not only to his talent, but to the culture of integrity and excellence we’re building here.”

TSG continues to expand its footprint across the West, driven by a commitment to empower both clients and advisors through industry-leading support and a collaborative, advisor-centric culture.

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 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024 (Source: Barrons.com). The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.