· 2025 Top 250 Private Wealth Management Teams (Ranked #131 - Linwood Wealth Management Group*)
· 2025 Top 1,200 Financial Advisors Ranked by State (Ranked #2 in NJ Mark Lippman, Managing Director of Investments)
· 2024 Top 1,200 Financial Advisors (Ranked #3 in NJ – Mark Lippman, Managing Director of Investments)
· 2014-2023 Top 1,200 Financial Advisors (Mark Lippman - Managing Director of Investments)
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.
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013.
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*The Linwood Wealth Management Group includes Mark Lippman - Managing Director of Investments, Christopher Cobb – Managing Director of Investments, Bryan Stein – VP Investment Officer, Steve Sinderbrand - Managing Director of Investments, Donna Perez – SVP Investment Officer, Rob Freed - Managing Director of Investments, Pete Perfetti – FVP Investment Officer, Joe Bancheri – SVP Investment Officer, Tom Mohr – VP Investment Officer, Sam Matlick – Financial Advisor, Julie Lippman – Financial Advisor)
· 2025 Best-in-State Wealth Management Teams (Ranked #1 - Linwood Wealth Management Group*)
· 2025 Best-in-State Wealth Advisors (Ranked #2 - Mark Lippman, Managing Director-Investments)
· 2024 Best-in-State Wealth Management Teams (Ranked #1 – Linwood Wealth Management Group*)
· 2024 Best-in-State Wealth Advisors (Ranked #2 – Mark Lippman - Managing Director of Investments)
· 2024 Top 250 Wealth Advisors (Ranked #227 – Mark Lippman- Managing Director of Investments
· 2024 America's Top Wealth Management Teams: High-Net-Worth (Ranked #44- Linwood Wealth Management Group*)
· 2023 Top Wealth Management Teams (Ranked #1 – Linwood Wealth Management Group*)
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24.
2024 Forbes Top 250 Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23.
View award disclosures
*The Linwood Wealth Management Team includes Mark Lippman, Managing Director-Investments, Christopher Cobb, Managing Director-Investments, Bryan Stein, Senior Vice President-Investment Officer, Rob Freed, Managing Director-Investments, Justin Odell, Senior Vice President-Investment Officer, Pete Perfetti, Senior Vice President-Investment Officer, Christine Cullen, Financial Consultant, Julie Lippman – First Vice President-Investment Officer, Steve Sinderbrand - Managing Director-Investments, Donna Perez, Managing Director-Investment Officer, Joe Bancheri, Senior Vice President-Investment Officer, Tom Mohr, Vice President-Investment Officer, Sam Matlick, Financial Advisor, Craig Koehmstedt, Financial Advisor, Sherri Prescott, Financial Advisor
· 2025 Top 250 Private Wealth Management Teams (Ranked #131 - Linwood Wealth Management Group*)
· 2025 Top 1,200 Financial Advisors Ranked by State (Ranked #2 in NJ Mark Lippman, Managing Director of Investments)
· 2024 Top 1,200 Financial Advisors (Ranked #3 in NJ – Mark Lippman, Managing Director of Investments)
· 2014-2023 Top 1,200 Financial Advisors (Mark Lippman - Managing Director of Investments)
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.
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. 2014 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013.
View award disclosures
*The Linwood Wealth Management Group includes Mark Lippman - Managing Director of Investments, Christopher Cobb – Managing Director of Investments, Bryan Stein – VP Investment Officer, Steve Sinderbrand - Managing Director of Investments, Donna Perez – SVP Investment Officer, Rob Freed - Managing Director of Investments, Pete Perfetti – FVP Investment Officer, Joe Bancheri – SVP Investment Officer, Tom Mohr – VP Investment Officer, Sam Matlick – Financial Advisor, Julie Lippman – Financial Advisor)
· 2025 Best-in-State Wealth Management Teams (Ranked #1 - Linwood Wealth Management Group*)
· 2025 Best-in-State Wealth Advisors (Ranked #2 - Mark Lippman, Managing Director-Investments)
· 2024 Best-in-State Wealth Management Teams (Ranked #1 – Linwood Wealth Management Group*)
· 2024 Best-in-State Wealth Advisors (Ranked #2 – Mark Lippman - Managing Director of Investments)
· 2024 Top 250 Wealth Advisors (Ranked #227 – Mark Lippman- Managing Director of Investments
· 2024 America's Top Wealth Management Teams: High-Net-Worth (Ranked #44- Linwood Wealth Management Group*)
· 2023 Top Wealth Management Teams (Ranked #1 – Linwood Wealth Management Group*)
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24.
2024 Forbes Top 250 Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23.
View award disclosures
*The Linwood Wealth Management Team includes Mark Lippman, Managing Director-Investments, Christopher Cobb, Managing Director-Investments, Bryan Stein, Senior Vice President-Investment Officer, Rob Freed, Managing Director-Investments, Justin Odell, Senior Vice President-Investment Officer, Pete Perfetti, Senior Vice President-Investment Officer, Christine Cullen, Financial Consultant, Julie Lippman – First Vice President-Investment Officer, Steve Sinderbrand - Managing Director-Investments, Donna Perez, Managing Director-Investment Officer, Joe Bancheri, Senior Vice President-Investment Officer, Tom Mohr, Vice President-Investment Officer, Sam Matlick, Financial Advisor, Craig Koehmstedt, Financial Advisor, Sherri Prescott, Financial Advisor