Three HUB RPW Advisors have been recognized as Forbes 2025 Best-In-State Wealth Advisors. We are proud to celebrate:
Dennis Bielik (Tulsa, OK) – recognized on Oklahoma’s Best-In-State list
Reported Asset Summary:
- Team Assets (Custodied): $18.1B
- Typical Net Worth of Relationships: $25M- $50M
- Typical Size of Household Accounts: $10M-$25M
Marc Silverman (Miami, FL) – recognized on Florida’s Best-In-State list
Reported Asset Summary:
- Team Assets (Custodied): $650M
- Typical Net Worth of Relationships: $500K- $2M
- Typical Size of Household Accounts: $150K-$50M
Robert Wermuth (West Chester, PA) – recognized on Pennsylvania’s Best-In-State list
Reported Asset Summary:
- Team Assets (Custodied): $1.1B
- Typical Net Worth of Relationships: $10M- $50M
- Typical Size of Household Accounts: $5M-$25M
These leading advisors exhibit their expertise on a large scale – making a valuable impact on the financial outcomes of the clients they serve.
About the Award:
In its seventh year, the Forbes Best-In-State Wealth Advisors list includes advisors who stand out for their track records in navigating uncertain times – an especially vital skillset with the market volatility investors have experienced in the first quarters of 2025.
According to Forbes, the ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings, and listees do not pay a fee for placement on the list.
At HUB, our Private Wealth advisors understand your many financial needs and utilize timely and appropriate wealth management strategies to help you achieve both short and long-term goals. As a fiduciary, we also provide unbiased and independent advice, putting your needs and interests first. We help you create a strategy that empowers you to live your best financial life – so you can focus on the nonfinancial aspects of your life that are most important to you. You define where you want to go. We’ll help you get there.
Learn more about our Wealth Management & Family Office Services here.
