J.P. Morgan sets new record with 533 advisors on Forbes 2026 Best-in-State Wealth Advisors list

J.P. Morgan Wealth Management reached a new record with 533 advisors honored on the Forbes 2026 Best-in-State Wealth Advisors ranking.

Nine of these advisors were also named to the prestigious 2026 America’s Top Wealth Advisors list of the top 250 in the country, with most making the list for at least a third year in a row.

“Our deep and unwavering commitment to putting clients first is at the heart of everything we do at J.P. Morgan, and it’s reflected in the record number of advisors named to this list,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “Congratulations to all our advisors recognized, who work tirelessly to support our clients’ goals across every stage of their financial lives.”

“Our advisors earned a place among the best in the nation, which speaks to their high caliber of service and breadth of expertise,” said Mollie Colavita, head of J.P. Morgan Advisors. “I’m incredibly proud to see so many of them on this prestigious ranking.”

The following J.P. Morgan advisors were recognized by Forbes as 2026 America’s Top Wealth Advisors:

• Colleen O’Callaghan (New York, NY) – #32 in the country – works directly with a select group of ultra-high-net-worth individuals, multigenerational families, corporate executives and entrepreneurs to help them address the complexities of significant capital. She holds a B.A. in Political Science and History from Miami University in Ohio.
• Phil Scott (Bellevue, WA) – #68 in the country – has more than three decades of wealth management and investing experience. He advises business owners, senior executives, entrepreneurs and multigenerational families about the opportunities and challenges that significant wealth can entail. He holds degrees in International Relations and General Engineering from the U.S. Naval Academy.
• Elaine Meyers (San Francisco, CA) – #70 in the country – offers a family office-style approach to comprehensive wealth management, addressing the sophisticated financial needs of technology founders, Silicon Valley entrepreneurs, executives and family offices.
• Matthew Babrick (Los Angeles, CA) – #96 in the country – has over 20 years of experience working with families and foundations to help them achieve their financial goals. He earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.A. from the Kelley School of Business at Indiana University.
• Greg Onken (San Francisco, CA) – #136 in the country – serves an exclusive group of entrepreneurs, venture capitalists, wealthy families and foundations. The insights Greg has amassed over his 40+ years in the industry guide him as he provides clients with bespoke strategies. He holds a B.A. in History and Business from the University of California, Los Angeles. 
• Andrew Vahab (Boca Raton, FL) – #142 in the country – has a reputation for professional excellence and personal care that has attracted an elite, nationwide clientele of prominent founders, thought leaders, entrepreneurs, venture capitalists, real estate developers and C-suite executives. He is particularly skilled at providing complex multigenerational financial offerings and capital market strategies. Andrew holds a B.S. in Business Administration from Bernard M. Baruch College.
• Tracey Gluck (Los Angeles, CA) – #146 in the country – focuses on clients in transition, assessing their current and long-term needs, time horizon and risk tolerance and then designing tailored portfolios to help achieve their objectives. She earned both a B.A. and M.A. from the University of Southern California.
• Jordan Mayer (New York, NY) – #179 in the country – for more than 35 years has served an elite clientele of wealthy individuals and families, as well as corporations, municipalities and non-profit organizations. He holds a bachelor’s degree from Hofstra University.
• David Li (Palm Beach Gardens, FL) – #250 in the country – provides financial guidance to founders, corporate executives, entrepreneurs, business owners, world-class professional athletes, global artists and entertainment professionals, families and foundations, delivering comprehensive and personalized wealth management strategies. He earned a B.S. in Business Management from Boston College's Carroll School of Management.

To see the 533 J.P. Morgan advisors named Forbes’ 2026 Best-in-State Wealth Advisors, along with the full list and information on criteria, visit: https://www.forbes.com/lists/best-in-state-wealth-advisors/

To see the list of Forbes 2026 America’s Top Wealth Advisors and information on criteria, visit: https://www.forbes.com/lists/top-wealth-advisors/

J.P. Morgan Wealth Management continues to invest in top talent and resources. Our advisors and clients have access to a wide array of products and in-house specialists, award-winning research and a diverse range of investment strategies. J.P. Morgan also offers a suite of Family Wealth Services to help clients navigate the unique opportunities and challenges of family wealth, including family engagement and governance, philanthropy, family office and exclusive access to lifestyle services such as bill pay, private aviation, cybersecurity and more. The firm’s robust offerings empower advisors to help clients navigate the markets and plan for their family’s goals and legacy.

J.P. Morgan has earned the Top Global Research Firm spot from Extel (formerly Institutional Investor) for six consecutive years.

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

Forbes/SHOOK Top Wealth Advisors (04/07/26, data as of 06/30/25); (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23). 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 Top Wealth Advisors Best-In State (04/07/26, data as of 06/30/25); (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23). 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 $4.4 trillion and operations worldwide. J.P. Morgan Wealth Management has ~6,000 advisors and $1.3 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 5,000 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 and @JPMWealth on Instagram.  

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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