May 04, 2026 Allen Schreiber Ranked #15 on 2026 Forbes Best-In-State Wealth Advisors List

TSG is pleased to share that Allen Schreiber, Partner, has earned the #15 ranking in California – Los Angeles (Private Wealth) on the 2026 Forbes Best-In-State Wealth Advisors list. This recognition represents his fourth consecutive year (2023, 2024, 2025, & 2026) on the list, underscoring his consistent leadership and dedication to serving his clients at a high level.

Allen Schreiber has nearly 30 years of experience in investment planning and has been a core member of TSG Wealth Management since 1997. He specializes in helping high-net-worth clients—ranging from executives to entrepreneurs and families—navigate complex financial decisions through personalized strategies. His approach is defined by consistency, discipline, and a long-term focus on client relationships.

“While honors like this are rewarding, they ultimately reflect the strength of the relationships we’ve built,” said Allen. “I’ve been fortunate to work alongside an exceptional team that shares a commitment to doing what’s right for our clients. TSG strives to be the premier destination for both clients and advisors in this new era of wealth management, and our ability to serve as a one-stop shop for all aspects of our clients’ financial needs is central to that mission and to the elite level of service we provide. This recognition is really a reflection of that collective effort and the standard we hold ourselves to every day.”

Now in its ninth year, the Forbes Best-In-State Wealth Advisors list, compiled by SHOOK Research, recognizes top advisors across the U.S. based on criteria such as assets under management, industry experience, and best practices. In addition to his work with clients, Schreiber has played a key role in growing TSG’s presence and strengthening its client-focused culture throughout its Southern California offices.

“Allen brings a level of consistency and perspective that elevates the entire team,” said Mark Schulten, Managing Partner. “His ability to guide clients through complex decisions with clarity and confidence is something I’ve always valued as both a partner and colleague.”

A foundation of collaboration and integrity shapes how TSG serves its clients. The practice’s growth has been driven by a unified team approach that empowers advisors to deliver dependable, high-level service and customized financial strategies.

“Allen exemplifies the kind of leadership that strengthens an organization over time,” said Brian Borst, CEO of TSG Wealth Management. “His discipline, leadership, and client-first mindset have made a lasting impact across our team.”

As a Partner at TSG Wealth Management, Schreiber continues to help shape the practice’s long-term vision—focused on disciplined growth, strong client relationships, and a consistent, team-driven approach to advice. His leadership has played an important role in expanding TSG’s presence in Southern California while maintaining its core commitment to thoughtful wealth planning and personalized service. This recognition reflects not only his individual experience, but the enduring impact of his leadership across the 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.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). See full disclosure.

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