The Summa Group Named

2022 | 2023 | 2024

 

 

2023 | 2024 | 2025

 

 

 

 

 

 

Brian Werdesheim Named

2016 | 2017 | 2018 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025

 

 

2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025

 

 

 

 

 

 

Jeffrey Werdesheim Named

2016 | 2017 | 2018 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025

 

 

2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025

 

 

2018

 

 

Robert Dalie Named

2023 | 2024 | 2025

 

 

 

 

 

 

 

 

 

 

Forbes’ America’s Top Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Top Wealth Advisors, Best-in-State Wealth Advisors, and Best-in-State Wealth Management Teams are based on the 12-month period ending June 30, June 30, and March 31, respectively, of the year prior to publication. Prior to the 2023 award year, Top Wealth Advisors was based on the 12-month period ending March 31 of the year of publication. All are selected by SHOOK Research, LLC. Barron’s Top 1,200 Advisors rankings are based on the 12-month period ending September 30 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.