Mesirow Wealth Advisors Garner Forbes Best-in-State Honors Amid Market Volatility
Event summary
- Four Mesirow Wealth Management advisors named 2026 Forbes Best-in-State Wealth Advisors: Jeffrey Condren, Brian Lorber, Steven N. Mesirow, and Jordan B. Scher.
- Awards based on quantitative and qualitative measures, including AUM, revenue trends, and compliance history.
- Mesirow Wealth Management reports $14.2B in AUM/AUA as of December 31, 2026.
- Firm emphasizes organic growth, geographic expansion, and strategic advisor recruitment.
- Recognition comes amid market volatility, highlighting advisors' role in client guidance.
The big picture
Mesirow's recognition underscores the growing importance of advisor differentiation in wealth management, particularly during market turbulence. The firm's $14.2B AUM positions it among top independent RIAs, but its ability to scale while maintaining client-centric practices will be key. The awards highlight a broader industry trend where advisor expertise and client relationships are becoming critical competitive advantages.
What we're watching
- Advisor Retention
- Whether Mesirow can sustain its Empowered Advisor model to retain top talent amid industry-wide recruitment wars.
- Organic Growth
- The pace at which Mesirow's organic growth complements its acquisition strategy in expanding market reach.
- Market Volatility
- How advisors' ability to navigate volatility will impact client retention and AUM growth.