2015-2020
#1 in Southern California
#15 Nationally
Mark Schulten, CFP®
Awards and Recognition
Mark Schulten is the recipient of Barron’s Top 100 Financial Advisors award: The Barron’s Top 100 Financial Advisors award rankings are based on 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. Click here to see the full list of recipients.
TSG Wealth Management is the recipient of Barron’s Top 50 Private Wealth Teams: The Barron’s Top 50 Private Wealth 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 rankings include their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Click here to see the full rankings.
2015-2020 FT 400
Top 400 Advisors
Mark Schulten, CFP®
Financial Times Top 400 Advisers: Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial adviser production are not explicit components. Click here to see the rankings.
2016-2020
#14 in California
Mark Schulten, CFP®
Forbes Top Wealth Advisors: Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Click here to see the list.