Ten teams from J.P. Morgan Wealth Management have been recognized in Forbes’ 2025 America’s Top Wealth Management Teams ranking. The annual list highlights 200 leading groups across the country, and this year’s recognition includes 27 J.P. Morgan financial advisors and their partners.
Nine of these teams have appeared on the ranking for at least two consecutive years, with five earning a place every year since the award began in 2022.
Mollie Colavita, head of J.P. Morgan Advisors, commented on the achievement: “This recognition is a testament to the incredible dedication of our advisor teams. They work together to help clients navigate all parts of their financial lives and complex wealth needs. I’m so proud to celebrate their teamwork.”
Eric Tepper, head of branch-based advisors at J.P. Morgan Wealth Management, added: “For our advisors, client needs are at the forefront of everything they do. Their partnership and commitment to clients set a powerful standard of excellence for the industry. Congratulations to each of them on this honor.”
The honored teams include:
- The Phil Scott Group (Bellevue), which focuses on helping clients pursue meaningful goals with tailored advice.
- The O'Callaghan Thomas Group (New York), providing investment guidance for ultra-high-net-worth individuals and families.
- The Weikes Slattery Group (New York), serving family offices, business owners, executives, and real estate investors with a customized approach.
- The OCB Group (San Francisco), offering boutique-style service backed by global resources.
- Maybach Partners (New York), dedicated to managing significant wealth for individuals and organizations.
- The Vahab Group (New York), working with ultra-high-net-worth clients through multigenerational planning.
- The Babrick Team (Los Angeles), helping clients simplify finances and reach ambitions as an integrated resource.
- The Alta Group (San Francisco), providing comprehensive wealth management including investing, retirement strategies, and succession planning.
- Joseph Minaudo, Christopher J. Lee and Andrew Han (New York), delivering wealth management services to a diverse clientele.
- The McPhee Haggerty Ledoux Longmire Group (Boston), specializing in strategies for life science executives.
J.P. Morgan Wealth Management states that it continues to invest in talent and resources for its advisors and clients. Clients have access to various products, research offerings, investment strategies, as well as Family Wealth Services that cover areas such as governance, philanthropy, family office support, bill pay services, private aviation access, cybersecurity solutions and more.
J.P. Morgan has also been named Top Global Research Firm by Institutional Investor for four consecutive years.
The Forbes ranking is compiled by SHOOK Research based on interviews with nominees as well as factors such as experience in the industry, compliance records, revenue generated and assets under management.
J.P. Morgan Wealth Management operates within JPMorgan Chase & Co., which manages $4.6 trillion in assets globally with around 6,000 advisors overseeing $1.2 trillion under supervision across over 5,000 branches nationwide.
Further details about the rankings can be found at Forbes’ Top Private Wealth Teams page or Top High Net Worth Teams page.
For methodology information: jpmorgan.com/award-disclosures
J.P. Morgan Securities LLC is registered with FINRA and SIPC; insurance products are offered through Chase Insurance Agency; custody services are provided by JPMorgan Chase Bank N.A.; product availability may vary by state.