Record 97 J.P. Morgan Teams Honored on Forbes’ 2025 Best-in-State Wealth Management Teams List

Forbes named 97 J.P. Morgan Wealth Management teams on its 2025 Best-in-State Wealth Management Teams list, setting a new milestone for the firm.

“This honor represents our strong culture of teamwork here at J.P. Morgan,” said Phil Sieg, head of J.P. Morgan Advisors. “Our advisor teams are dedicated to collaborating towards one common goal: providing outstanding client service each and every day.”

“These top teams are focused on helping our clients plan and work towards their dreams,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “It’s fantastic to see more of our teams recognized for their partnership each year.”

In November 2024, 11 of these teams were also included on Forbes’ America’s Top Wealth Management Teams ranking, featuring the top 200 teams across the country.

Forbes honored the following teams:

California

• ARA Group - San Francisco, CA
• The Alta Group - San Francisco, CA
• The Babrick Team - Los Angeles, CA
• Barnes Chung Lally Group - Los Angeles, CA
• The Berry Ospina Team - Palo Alto, CA
• The Bessey Team - Los Angeles, CA
• The DWC Team - Los Angeles, CA
• The Evans Gibson Group - San Francisco, CA
• FGF Partners - Newport Beach, CA
• The Fournier Group - Los Angeles, CA
• The Hamlin Fine Pestelos Group - Los Angeles, CA
• The JMT Group - Palo Alto, CA
• The Lynn Group - Newport Beach, CA
• The McNamee White Team - Los Angeles, CA
• The Meyers Group - San Francisco, CA
• The Munman Group - Los Angeles, CA
• The OCB Group - San Francisco, CA
• Roy Leonard and Tim Cline at J.P. Morgan Wealth Management - Newport Beach, CA
• The Rutledge Custodio Team - Palo Alto, CA
• The Soja West Group - San Francisco, CA
• The SWYT Team - Los Angeles, CA
• The Tipp Bruno Team - San Diego, CA
• W Group - Los Angeles, CA

Connecticut

• Tucker Shevlin Team - Greenwich, CT

Florida

• The Akselrad Gupta Group - Miami, FL
• The Andrews Luther Webb Group - Palm Beach Gardens, FL
• The Armour Bellavia Stuhlman Group - Palm Beach Gardens, FL
• Burns Wealth Management Group - Palm Beach Gardens, FL
• Diana Menaker and Sydney Gregory at J.P. Morgan Wealth Management - Miami, FL
• The Donnelly Wealth Management Group - Miami, FL
• Girard & Associates - Palm Beach Gardens, FL
• The LHX Group - Miami, FL
• The Sylvia Wealth Management Group - Palm Beach Gardens, FL
• Ver Bockel Raihle Koricanac Group - Palm Beach, FL

Georgia

• The CR|BI Group - Atlanta, GA
• The Firstman Horncastle Cram Worley Group - Atlanta, GA
• The Jenkins | Podkulski | Alison ESOP Advisory Group - Atlanta, GA
• The Kritzer-Castellaw Group - Atlanta, GA

Illinois

• Jeffrey Myers and Jason Rotter at J.P. Morgan Wealth Management - Winnetka, IL
• MC Group - Chicago, IL
• Melanie Sheedy and Michael Rymsza at J.P. Morgan Wealth Management - Lake Zurich, IL
• The Miller Group - Chicago, IL
• The Resnick Group - Chicago, IL

Louisiana

• Jason E. Appe and Heath Mendoza at J.P. Morgan Wealth Management - Mandeville, LA

Massachusetts

• Botta-McCarron Group - Boston, MA
• Corbett Mason Group - Boston, MA
• The Dolgoff Group - Boston, MA
• Fagan, Boshart & Trumbull Wealth Management - Boston, MA
• The McPhee Haggerty Ledoux Longmire Group - Boston, MA
• Mohamed Merola Private Wealth - Wellesley, MA
• The MP Group - Boston, MA
• Peckler Team - Boston, MA
• The Taylor Group - Boston, MA
• The Travaglini Murray Corcoran Gallagher Group - Boston, MA

Missouri

• Becker Capps & Alberts Group - St. Louis, MO

New Jersey

• The Kaufman Baumgarten Group - Morristown, NJ
• The Lynch Inserra Kaufman Team - Paramus, NJ
• The Tigma Group - Morristown, NJ

New York

• The Apollo Group - New York, NY
• Brian Hafley, Gary Ottomanelli and Brian Terner at J.P. Morgan Wealth Management - New York, NY
• Christopher Scibilia and Ernest Santos at J.P. Morgan Wealth Management - New York, NY
• Christopher VanVynck and John Mizrahi at J.P. Morgan Wealth Management - New York, NY
• The Degenaars Babb Group - New York, NY
• The Foster Winger Group - White Plains, NY
• Fuchs-Schulman Team - New York, NY
• The G Wealth Management Group - New York, NY
• The GGC Group - New York, NY
• Gold Henry Wealth Management Team - White Plains, NY
• The Grossman Group - New York, NY
• Hiral Shah and Maria Castellon at J.P. Morgan Wealth Management - West Harrison, NY
• The Hirsch Stabile Group - New York, NY
• Joseph Minaudo and Christopher J. Lee at J.P. Morgan Wealth Management - New York, NY
• The Kelly Group - New York, NY
• Maybach Partners - New York, NY
• Michael Briese, William Garrity and Lia Kranjac at J.P. Morgan Wealth Management - New York, NY
• Mote Zawalunow and Jess Crespi at J.P. Morgan Wealth Management - New York, NY
• The O'Callaghan Thomas Group - New York, NY
• The O'Reilly - Polaniecki Group - New York, NY
• The Pensato Team - New York, NY
• The Radcliffe McNally Team - New York, NY
• Starker Delehanty Wealth Management - New York, NY
• Steve Roitman and Katrina Shkolnik at J.P. Morgan Wealth Management - Brooklyn, NY
• SVDG Partners - New York, NY
• The Vahab Group - New York, NY
• The Weikes Slattery Group - New York, NY
• The Wentzheimer Group - New York, NY

Oregon

• HDYG Team - Portland, OR
• Leaverton-Strahan Team - Portland, OR
• The Newman Jones Wealth Management Group - Portland, OR

Pennsylvania

• The Hafner Group - Philadelphia, PA

Texas

• Chris Wells and Tanya Ackermann at J.P. Morgan Wealth Management - Dallas, TX
• Clint Swinney, Tito Medina, Larry Donohue, David Fletcher and Jesse Dax at J.P. Morgan Wealth Management - Fort Worth, TX
• The MTN Group - Dallas, TX
• Sherre Barber and Katie Garcin at J.P. Morgan Wealth Management - Dallas, TX

Washington

• The Phil Scott Group - Bellevue, WA

Washington, D.C.

• The Washingtonian Group - Washington, D.C.

Wisconsin

• Kevin Lenci, Erik Anderson and Joseph Pirozzolo at J.P. Morgan Wealth Management - Oak Creek, WI

J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients have access to award-winning research, product and family governance specialists and a wide range of investment strategies. The firm’s offerings and expertise help advisors support clients in navigating the markets and planning for their goals.

J.P. Morgan has earned the Top Global Research Firm spot from Institutional Investor for four consecutive years.

The ranking was compiled by SHOOK Research. The selection criteria includes interviews, industry experience, compliance records, revenue produced and assets under management.

To see the full ranking and information on criteria, visit: https://www.forbes.com/lists/wealth-management-teams-best-in-state/

Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/9/25). Data as of 3/31/24. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK America's Top Wealth Management Teams (11/13/24). Data as of 03/31/24. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.2 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,700 advisors and $1 trillion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely or in person by meeting with an advisor in one of our more than 4,800 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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