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Meet Our 2020 Forbes/Shook Top Wealth Advisors

  • Oppenheimer & Co. Inc.
  • August 25, 2020

Oppenheimer Financial Advisors are named on the list of America's Top Wealth Advisors.

We are pleased to announce that two Oppenheimer Financial Advisors have the honor of being named in Forbes’ definitive list of Top Wealth Advisors (pictured below from left to right: Brian Werdesheim and Jeffrey Werdesheim). This Forbes/SHOOK’s Ranking is the list that includes 250 advisors who manage $893 billion in client assets.

brian werdesheim, jeffrey werdesheim

They were nominated by their firm and then vetted and ranked by SHOOK Research.

Click here for the Top Wealth Advisors list.


Awards Criteria

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.