The Forbes Top Wealth Management Teams High Net Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
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Moreno Dye Cervantes Wealth Management Group of Wells Fargo Advisors


With more than 100 years of combined investment experience, our team is there for you, throughout your life, helping to plan for and achieve your financial goals along the way. Our planning-centric strategies are designed to provide you with the clarity, education and solutions you need at any point in your life’s journey–whether you are just getting started, building wealth, getting retirement ready, or enjoying your life in retirement.

Where are you on your financial journey?


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