Meet Our Forbes 2026 Best-In-State Wealth Management Teams

14 Oppenheimer Teams Named Best-In-State

We are pleased to announce that 14 Oppenheimer teams have been recognized on Forbes’ 2026 Best-In-State Wealth Management Teams list, based on their 2025 productivity and activity. This achievement reflects their unwavering commitment to delivering exceptional service, innovative strategies, and personalized financial solutions to clients nationwide.

Inclusion on this prestigious list underscores the expertise, dedication, and client-first philosophy of our wealth management teams, who consistently strive to provide excellence in every client interaction.

The 14 Oppenheimer teams recognized this year are:

• East River Private Client Group
• The Forza Group 
• The Grand Central Private Client Group
• Montmorency Financial Advisors
• Monument Square Group 
• The Naert Group
• The North Hill Group
• Olympic Private Client Group
• The Peregrine Private Client Group
• The Perkins Tunitsky Group
• The Sacks Group
• The Schoenkin Lesser & Clark Group 
• The Third Coast Group
• The Watt Group

These teams represent the very best of Oppenheimer’s wealth management expertise, building trusted relationships and crafting tailored strategies to help clients navigate today’s complex financial landscape. They distinguish themselves through a thoughtful blend of deep market insight and a nuanced understanding of individual client goals—ensuring each client receives highly personalized, top-tier guidance.

Congratulations to our 14 teams on this well-deserved honor. We look forward to building on this momentum in 2026 and beyond as we continue serving as trusted advisors to individuals, families, and institutions across the country.

To learn more about this award please click here.