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Meet the Oppenheimer 2019 Best-In-State Wealth Advisors

  • Oppenheimer & Co. Inc.
  • February 20, 2019

Forbes released their 2019 Best-In-State Wealth Advisors finalist, which included thirteen Oppenheimer Financial Advisors. This year's list spotlights the top-performing advisors across the country who were nominated, researched, interviewed and assigned a ranking within their respective states by Forbes|Shook Research.

Financial Advisors Financial Advisors


Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.