Multiple HUB RPW advisors have been recognized on Forbes 2026 Best-In-State Wealth Advisors and Wealth Management Teams lists. We are proud to celebrate:
Robert Wermuth (West Chester, PA) – recognized on Pennsylvania’s Best-In-State Wealth Advisors list and Wealth Management Team’s list.
Reported Asset Summary:
- Team Assets (Custodied): $1.2B
- Typical Net Worth of Relationships: $10M- $50M
- Typical Size of Household Accounts: $5M-$25M
- Minimum Account Size for New Business: $0
Kevin Donohue (West Chester, PA) – recognized on Pennsylvania’s Best-In-State Wealth Management Team’s list.
Reported Asset Summary:
- Team Assets (Custodied): $1.1B
- Typical Net Worth of Relationships: $10M- $50M
- Typical Size of Household Accounts: $5M-$25M
- Minimum Account Size for New Business: $0
Together, representing the West Chester, PA office, Kevin Donohue and Robert Wermuth were named one of Pennsylvania’s Best-In-State Wealth Management Teams for 2026.
Dennis Bielik (Tulsa, OK) – recognized on Oklahoma’s Best-In-State Wealth Advisors list.
Reported Asset Summary:
- Team Assets (Custodied): $22.7B
- Typical Net Worth of Relationships: $25M- $50M
- Typical Size of Household Accounts: $10M-$25M
- Minimum Account Size for New Business: $5M
Christopher Jamail (Austin, TX) – recognized on Texas’ Best-In-State Wealth Advisors list. Reported Asset Summary:
- Team Assets (Custodied): $5.8B
- Typical Net Worth of Relationships: $2M- $10M
- Typical Size of Household Accounts: $750K-$5M
- Minimum Account Size for New Business: $0
Marc Silverman (Miami, FL) – recognized on Florida’s Best-In-State Wealth Advisors list.
Reported Asset Summary:
- Team Assets (Custodied): $675M
- Typical Net Worth of Relationships: $500K- $30M
- Typical Size of Household Accounts: $100K-$30M
- Minimum Account Size for New Business: $100K
These leading advisors exhibit their expertise on a large scale – making a valuable impact on the financial outcomes of the clients they serve.
At HUB, our 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.
About the Awards:
Forbes Best-In-State Wealth Advisors – In its eighth year, the list spotlights wealth management advisors. All data provided as of 6/30/2025.
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. Read the full award methodology here.
See the full Best-In-State Wealth Advisors list here.
Forbes Best-In-State Wealth Management Teams – In its fourth year, the list spotlights advisory teams. All data provided as of 3/31/2025.
According to Forbes, the ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criterion focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records. 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. Read the full award methodology here.
See the full Best-In-State Wealth Management Teams list here.
Award Disclosure: 2026 Forbes Best-In-State Wealth Advisors and Teams No fee is charged to participate. The rating is not indicative of the listee’s future performance.
