Practice, Managing Partner, Mark Schulten, CFP®, 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.
The Barron’s, The Financial Times and Forbes have all consistently rated our Managing Partner, Mark Schulten, CFP®, as one of the top advisors in the state of California and the country. Mark believes his success is due, in large part, to the practice and the support he has received from the whole team. The entire TSG team works together to provide top tier service and together they will strive to maintain their 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 100
FINANCIAL ADVISORS
2015-2022
Mark Schulten
TOP 100 PRIVATE WEALTH TEAMS
TSG Wealth Management
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 100 Private Wealth Teams (2015-2021): The Barron’s Top 100 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.
FINANCIAL TIMES
TOP 400 ADVISERS
2015-2021
Mark Schulten
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.
FORBES
AMERICA’S TOP WEALTH ADVISORS
2016-2022
Mark Schulten
Forbes America’s 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.