TSG Wealth Management and Team Members Recognized By Awarding Organizations
Financial Industry Third Party Publication Awards and Recognition
TSG Wealth Management is One Of The Best Financial Advisor Firms
TSG Wealth Management has worked hard for decades to achieve recognition as one of the best financial advisor practices.
Barron's and Forbes have consistently rated TSG Wealth Management, our Managing Partner, Mark Schulten, CFP®, and our team members as some of the top advisors in their states and the country. "Our success is due, in large part, to the practice and the support provided by the whole team," said Mark. "Our entire TSG team works together to provide top tier service and together we will strive to maintain our status as one of the best financial advisor practices in the country."
Below we've included the rankings from each publication, the duration in which they've been awarded and some background information for you to better understand what each of them represents. TSG is honored to be included in the top tier of advisor practices and hope we can serve you as your wealth management advisor.
The Best Financial Advisor Firms
Barron’s TOP 250 Private Wealth Teams
2024
#14 in 2024
TSG Wealth Management
2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. 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.
Barron’s TOP 100 Independent Advisors
2015-2023
Mark Schulten, CFP®, Managing Partner
2023 Barron’s Top 100 Independent Advisors: Awarded September 2023; Data Compiled by Barron's based on the time period from July 2022 - June 2023 (Source: Barrons.com). 2022 Barron’s Top 100 Independent Advisors: Awarded September 2022; Data Compiled by Barron's based on the time period from July 2021 - June 2022 (Source: Barrons.com). 2021 Barron’s Top 100 Independent Advisors: Awarded September 2021; Data Compiled by Barron's based on the time period from July 2020 - June 2021 (Source: Barrons.com). 2020 Barron’s Top 100 Independent Advisors: Awarded September 2020; Data Compiled by Barron's based on the time period from July 2019 - June 2020 (Source: Barrons.com). 2019 Barron’s Top 100 Independent Advisors: Awarded September 2019. Data Compiled by Barron's based on the time period from July 2018 - June 2019 (Source: Barrons.com). 2018 Barron’s Top 100 Independent Advisors: Awarded September 2018; Data Compiled by Barron's based on the time period from July 2017 - June 2018 (Source: Barrons.com). 2017 Barron’s Top 100 Independent Advisors: Awarded September 2017; Data Compiled by Barron's based on the time period from July 2016 - June 2017 (Source: Barrons.com). 2016 Barron’s Top 100 Independent Advisors: Awarded August 2016; Data Compiled by Barron's based on the time period from July 2015 - June 2016 (Source: Barrons.com). 2015 Barron’s Top 100 Independent Advisors: Awarded August 2015; Data Compiled by Barron's based on the time period from July 2014 - June 2015 (Source: Barrons.com). The Barron’s Top 100 Independent 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.
FORBES Best-In-State Wealth Management Teams
2023-2024
TSG Wealth Management
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
FORBES Best-In-State Wealth Advisors
2024
John Arensdorf, CFP®, Managing Director
Lisa Petrie, CFP®, Managing Director
Robert Sackler, Managing Director
Butch Safyurtlu, Managing Director
Mark Schulten, CFP®, Managing Partner
Stephen D. Viets, Managing Director
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). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
FORBES Top 250 Wealth Advisors
2016-2024
Mark Schulten, CFP®, Managing Partner
2024 Forbes Top 250 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 Top 250 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). 2022 Forbes Top 250 Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Forbes.com). 2020 Forbes Top 250 Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com). 2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top 250 Wealth Advisors: Awarded September 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 06/30/17 (Source: Forbes.com). 2016 Forbes Top 250 Wealth Advisors: Awarded August 2016. Data compiled by SHOOK Research LLC based on the time period from 6/30/15 - 06/30/16 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
FORBES Best-In-State Wealth Advisors
2024
#1 in Nevada
Lisa Petrie, CFP®, Managing Director
#21 in Arizona
Tammy Escobar-Miller, CFP®, Managing Director
2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors / Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
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