Skip to Main

Meet Our 2022 Forbes/Shook Top Wealth Advisors

  • Oppenheimer & Co. Inc.
  • August 24, 2022

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’ 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 hundreds of  billions in client assets.

Brian and Jeff
Brian and Jeff

They were nominated by their firm and then vetted and ranked by SHOOK Research. Each advisor selected is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

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.