Teamwork, Vision, and Results: TSG Ranked #12 Nationally by Barron’s (2025)

TSG Wealth Management is proud to announce its inclusion in Barron's 2025 Top 250 Private Wealth Management Teams, achieving a notable #12 national ranking. This marks the second consecutive year TSG has earned a place on Barron’s Top 250 Private Wealth Management Teams list — an honor awarded only since 2024 — making TSG one of the few practices recognized in each year of the ranking’s existence. Being recognized underscores TSG's unwavering commitment to delivering exceptional, client-centric wealth planning services.

"This honor reflects the dedication and expertise of our entire team," said Mark Schulten, Managing Partner. "Our collective focus on personalized investment planning and our clients' unique goals has been the cornerstone of our success."

Founded by Mark Schulten, his father Warren Schulten, and Partner Allen Schreiber, TSG Wealth Management has grown into one of the fastest-growing wealth management practices in the nation. The practice's philosophy centers on putting clients' interests above all, fostering long-term relationships built on trust and tailored financial strategies.

"We established TSG with the vision of creating an environment 'by advisors for advisors,'" noted Allen Schreiber, Partner. "This approach allows us to empower our advisors with the independence to serve clients effectively while maintaining a collaborative and supportive culture."

TSG's commitment to excellence is evident in its comprehensive services, which cater to high-net-worth individuals, families, and institutions. The practice's growth to multiple locations across California, Nevada, Arizona, and New Mexico reflects its dedication to expanding its reach while maintaining personalized service.

"Our expansion is a testament to our team's hard work and the trust our clients place in us," said Brian Borst, CEO. "We remain focused on delivering innovative strategies and customized solutions that align with our clients' evolving needs."

The Barron's Top 250 Private Wealth Management Teams list evaluates teams based on factors such as assets under management, revenue, and the quality of practice, including the resources available to serve clients. TSG's inclusion in this prestigious list highlights its position as a leader in the wealth management industry.

For more information about TSG Wealth Management's services, please visit the TSG services page .

If you're an advisor looking for a new place to grow your practice—surrounded by like-minded professionals and backed by a trusted name—TSG Wealth Management invites you to start a conversation today.

Pictured: the TSG Leadership Team (from left to right): Jana Bailey - Director of Employee Advancement, Alexandria Koualczuk - Director of Business Operations, Mark Schulten - Managing Partner, Warren Schulten - Founder, Allen Schreiber - Partner, Brian Borst - CEO, and Beth Kirkland - Director of Branches.

2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). See full disclosure.