The Summa Group is ranked #32 out of the Top 100 Private Wealth Teams in the U.S. according to the recently published ranking by Forbes|Shook.
The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criteria focus on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records.
2022 Forbes Top 250 America’s Top Wealth Advisors
Brian Werdesheim and Jeffrey Werdesheim Managing Directors – Investments
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2022 Forbes Best-In-State Wealth Advisors
Brian Werdesheim and Jeffrey Werdesheim Managing Directors – Investments
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Each advisor—selected by SHOOK Research—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.
2020 Forbes America’s Top Wealth Advisors
Oppenheimer & Co. Inc. is pleased to congratulate Brian Werdesheim and Jeffrey Werdesheim Managing Directors – Investments for being named to the 2020 list of America’s Top Wealth Advisors by Forbes | Shook
2020 Los Angeles Business Journal Leaders of Influence
Brian Werdesheim and Robert Dalie Managing Directors – Investments
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Image credit: Los Angeles Business Journal