Press Release

J.P. Morgan named among Barron’s top advisors and teams for 2026

J.P. Morgan Wealth Management was honored again by two of the industry’s most prestigious rankings. Seven J.P. Morgan advisors and nine teams made Barron’s 2026 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams rankings.

Most of the J.P. Morgan Wealth Management advisors and teams have been on the lists for at least three consecutive years, underscoring their sustained excellence year after year.

“Being recognized by Barron’s is an elite accomplishment – and our advisors earned it by putting clients first, every single day,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “I’m proud of each of them for continuing to set the standard for premier service in wealth management.”

“This honor speaks to the consistent excellence our advisors bring to their work every day. They listen closely, build tailored plans and deliver advice that evolves with clients’ lives,” said Mollie Colavita, head of J.P. Morgan Advisors. “Congratulations to all on this outstanding recognition.”

Barron’s honored the following advisors and teams:

Top 100 Financial Advisors

  • Phil Scott (Bellevue, WA) – #9 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.
  • Eric Gray (Los Angeles, CA) – #45 in the country – provides wealth planning guidance and strategic leadership advice to ultra-high-net-worth clients and their families. He is a graduate of the University of Pennsylvania and obtained his MBA from UCLA's Anderson School of Management.
  • Jordan Mayer (New York, NY) – #50 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.
  • Colleen O’Callaghan (New York, NY) – #58 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.
  • Elaine Meyers (San Francisco, CA) – #62 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) – #79 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.
  • Andrew Vahab (Boca Raton, FL) – #84 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.

Top 250 Private Wealth Management Teams

  • The Phil Scott Group – Bellevue, WA
  • The Vahab Group – Boca Raton, FL
  • The OCB Group – San Francisco, CA
  • Maybach Partners – New York, NY
  • The O'Callaghan Thomas Group – New York, NY
  • The Desser Group – Los Angeles, CA
  • The Barnes Chung Lally Group – Los Angeles, CA
  • The Meyers Group – San Francisco, CA
  • The Alta Group – San Francisco, CA

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.

Advisors are ranked by assets under management, revenues generated by the advisors for their firms and the quality of advisors’ practices. Teams are ranked by size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases.

To see the full list of Barron’s 2026 Top 100 Financial Advisors, visit: https://www.barrons.com/advisor/report/top-financial-advisors/100

To see the full list of Barron’s 2026 Top 250 Private Wealth Management Teams, visit: https://www.barrons.com/advisor/report/top-financial-advisors/private-wealth

Barron's Top 100 Financial Advisors (05/08/26, data as of 12/31/25); (05/09/25, data as of 12/31/24); (05/10/24, data as of 12/31/23). 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

Barron's Top 250 Private Wealth Management Teams (05/08/26, data as of 12/31/25); (05/09/25, data as of 12/31/24); (05/10/24, data as of 12/31/23). 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 $4.9 trillion and operations worldwide. J.P. Morgan Wealth Management has over 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.

© 2026 JPMorgan Chase & Co.

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Ivanica Skalko
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