J.P. Morgan Wealth Management breaks record with 111 teams on Forbes’ 2026 best-in-state teams ranking

Forbes recognized 111 J.P. Morgan Wealth Management teams on its 2026 Best-in-State Wealth Management Teams list, marking a new record for the firm.

Ten of these teams were also named to Forbes’ America’s Top Wealth Management Teams ranking in November 2025, which featured the top 200 teams across the country.

“Our advisor teams work closely with clients across the country to guide them through their wealth planning journey,” said Mollie Colavita, head of J.P. Morgan Advisors. “I’m incredibly proud to see a record number of our teams on this ranking.”

“This honor highlights our advisors’ outstanding dedication, teamwork and premier client service. They continue to raise the bar,” said Eric Tepper, head of the branch-based network at J.P. Morgan Wealth Management. “Congratulations to our teams on this well-deserved recognition and for setting a new milestone for the firm.”

Forbes honored the following teams:

California

• The Alta Group – San Francisco, CA
• The ARA Group – San Francisco, CA
• The Babrick Team – Los Angeles, CA
• The Barnes Chung Lally Group – Los Angeles, CA
• The Bessey Group – Los Angeles, CA
• Coastline Partners – San Francisco, CA
• The DWC Team – Los Angeles, CA
• FGF Partners – Newport Beach, CA
• The Fournier Group – Los Angeles, CA
• The HFP Group – Los Angeles, CA
• The JMT Group – Palo Alto, CA
• The Lynn Group – Newport Beach, CA
• The McNamee White Group – Los Angeles, CA
• The Meyers Group – San Francisco, CA
• The Munman Group – Los Angeles, CA
• The OCB Group – San Francisco, CA
• The Purpose Driven Investment Group – San Francisco, CA
• Roy Leonard, Tim Cline and Justin Leonard 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 – La Jolla, CA
• W Group – Los Angeles, CA

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
• The Churchill Group – Miami, FL
• Diana Menaker at J.P. Morgan Wealth Management – Miami, FL
• The Donnelly Wealth Management Group – Miami, FL
• E&C Private Wealth – Palm Beach Gardens, FL
• The Fernandez Cabrera Group – Miami, FL
• Girard & Associates – Palm Beach Gardens, FL
• The Gordon & Nutkowitz Group – Miami, FL
• The LHX Group – Miami, FL
• The M2 Group – Miami, FL
• The SKS Group – Palm Beach Gardens, FL
• The Ver Bockel Raihle Koricanac Group – Palm Beach Gardens, FL
• The Yamin Group – Miami, FL

Georgia

• The CR|BI Group – Atlanta, GA
• The Firstman, Horncastle, Cram, Worley Group – Atlanta, GA
• 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
• McPharlin Cooper Group – Chicago, IL
• Melanie Sheedy and Michael Rymsza at J.P. Morgan Wealth Management – Lake Zurich, IL
• Michael Brady and Kevin Rieger at J.P. Morgan Wealth Management – Lake Forest, IL
• The Miller Group – Chicago, IL
• The Resnick Group – Chicago, IL

Kentucky

• Brandon Kitchen and Brent Coop at J.P. Morgan Wealth Management – Louisville, KY
• Tyler Seelow and Associates at J.P. Morgan Wealth Management – Louisville, KY

Louisiana

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

Massachusetts

• The Botta McCarron Group – Boston, MA
• Corbett, Mason, and Warren Group – Boston, MA
• The Dolgoff Group – Boston, MA
• Fagan, Boshart & Trumbull Wealth Management – Boston, MA
• The Hill Group – Boston, MA
• The Hodgson Coyle Group – Boston, MA
• The McPhee Haggerty Ledoux Longmire Group – Boston, MA
• Mohamed Merola Private Wealth – Wellesley, MA
• The MP Group – Boston, MA
• Peckler Wealth Management Group – Boston, MA
• The Reiser Wealth Management Group – Boston, MA
• The Taylor Group – Boston, MA
• The Travaglini Murray Corcoran Gallagher Group – Boston, MA

Michigan

• Ralph Gallo and Mike McGowan at J.P. Morgan Wealth Management – Plymouth, MI

Missouri

• The Becker Capps Alberts Group – St. Louis, MO

New Jersey

• The Kaufman Baumgarten Group – Morristown, 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
• The Foster Winger Group – White Plains, NY
• Fuchs Schulman Team – New York, NY
• The G Wealth Management Group – New York, NY
• The GC Group – New York, NY
• The Gold-Henry Wealth Management Group – White Plains, NY
• Hiral Shah and Maria Castellon at J.P. Morgan Wealth Management – West Harrison, NY
• The Hirsch Stabile Group – New York, NY
• John Mizrahi and Christopher VanVynck at J.P. Morgan Wealth Management – New York, NY
• Joseph Minaudo, Christopher J. Lee and Andrew Han at J.P. Morgan Wealth Management – New York, NY
• The Kelly Group – New York, NY
• KTB Partners – New York, NY
• Maybach Partners – New York, NY
• The Mehta Team – New York, NY
• Mote Zawalunow and Jess Crespi at J.P. Morgan Wealth Management – New York, NY
• The Muravchik Group – West Harrison, NY
• The O'Callaghan Thomas Group – New York, NY
• The O'Reilly Polaniecki Group – New York, NY
• The Powers Wealth Management Group – New York, NY
• The Radcliffe McNally Team – New York, NY
• The Starker Delehanty Group – New York, NY
• Steve Roitman and Katrina Shkolnik at J.P. Morgan Wealth Management – Brooklyn, NY
• SVDG Partners – New York, NY
• The Tonzola Bush Group – New York, NY
• The Tucker Shevlin Group – West Harrison, NY
• The Vahab Group – New York, NY
• The Weikes Slattery Group – New York, NY
• The Wentzheimer Group – New York, NY

Ohio

• Donna Lynn and Jim Dempsey at J.P. Morgan Wealth Management – Mason, OH

Oregon

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

Pennsylvania

• The Glackin Group – Philadelphia, PA
• The Hafner Group – Philadelphia, PA

Texas

• Clint Swinney, Tito Medina and Jesse Dax at J.P. Morgan Wealth Management – Fort Worth, TX
• Sherre Barber and Katie Garcin at J.P. Morgan Wealth Management – Dallas, TX
• The MTN Group – 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 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.

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 (1/7/26). Data as of 3/31/25. 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 (11/12/25). Data as of 03/31/25. 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 $1.2 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.

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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