Jun 26, 2026 Robert Sackler Named to Forbes Best-In-State Wealth Advisors for the Sixth Consecutive Year
TSG is proud to announce that Robert Sackler, Managing Director and founding member of The Sackler Group of TSG Wealth Management, has been named to the 2026 Forbes Best-In-State Wealth Advisors list for California – Los Angeles (High Net Worth). Six consecutive years. It is the kind of recognition that cannot be manufactured — it is earned, quietly and consistently, through decades of principled work and the loyalty of clients who keep coming back.
The Forbes Best-In-State Wealth Advisors list, developed in partnership with SHOOK Research, evaluates advisors based on a range of qualitative and quantitative factors including industry experience, compliance history, client retention, and best practices. Investment performance is not a criterion. The 2026 list covers data from the period of June 30, 2024, through June 30, 2025.
Robert has spent more than 30 years building a practice that operates differently by design. The Sackler Group maintains a deliberately selective client roster — working with affluent individuals, families, corporations, endowments, and foundations who want more than a financial advisor. They want a partner who knows their situation deeply, thinks years ahead, and is available when it matters. That is the experience Robert has built, and it is what keeps clients engaged across generations.
“I’m honored to be recognized again, but what this truly reflects is the trust our clients place in us year after year,” said Robert. “Our focus has always been on building genuine relationships and delivering thoughtful, long-term strategies. This recognition is a reminder that doing right by clients is what matters most.”
The Sackler Group’s approach is rooted in a belief that complexity deserves attention, not shortcuts. Whether navigating multigenerational wealth transfer, structuring portfolios around a family’s specific risk profile, or advising institutions on long-range financial strategy, the team brings the same level of rigor and discretion to every engagement. It is a high-touch model that takes time to build — and Robert has been building it for three decades.
“Robert set the standard for what a client-first practice looks like long before it became an industry talking point,” said Allen Schreiber, Partner. “Six years on this list isn’t a coincidence — it’s the result of a practice built on integrity, precision, and a genuine commitment to the people he serves.”
The Sackler Group joined TSG Wealth Management in 2022, and the alignment has been a natural one. TSG’s infrastructure and reach have only amplified what Robert and his team were already doing — giving clients access to expanded resources while preserving the intimate, highly personalized experience that defines the practice.
“Robert has set a high bar for what it means to serve clients at the highest level,” said Brian Borst, CEO. “His sixth consecutive appearance on this list speaks for itself — it is a direct reflection of the trust he has earned, the results he delivers, and the principled leadership he brings to everything he does.”
Named to the Forbes list every year from 2021 through 2026, Robert has demonstrated a consistency that is rare in any profession. In wealth management — where markets shift, client needs evolve, and the demands on an advisor never slow down — showing up at this level, year after year, says something significant about both the person and the practice.
“Robert is a trusted advisor in every sense of the word,” said Mark Schulten, Managing Partner. “What he has built over the course of his career — the relationships, the reputation, the results — reflects a rare combination of discipline and genuine care for the people he works with. TSG is proud to call him one of our own.”
For Robert, the sixth recognition is meaningful not as a personal accolade, but as a reflection of the clients who have trusted him with their financial lives — and the team that has made it possible to serve them well.
To learn more about Robert Sackler and The Sackler Group of TSG Wealth Management, visit tsgwm.com/the-sackler-group.
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). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (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.