Awards & Recognitions
Through a collaborative, client-centered approach to wealth management, The Sommersberger Group has earned recognition for excellence and service. These recognitions include:
Forbes | SHOOK Best-In-State Management Team
Forbes | SHOOK Best-In-State Wealth Management Teams list features more than 5,300 teams with cumulative assets of $7 trillion. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms. Rankings are based on data from the most productive teams.
2026 FORBES | SHOOK Research Best-In-State Wealth Management Teams. published 1/7/26, data as of 3/31/25. The Sommersberger Group Ranked 16th in Wisconsin. 2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24. The Sommersberger Group team ranked 30th in Wisconsin
Barron’s Top 1,200 Financial Advisor
Each year, Barron's selects 1,200 top financial advisors organized by state. The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
Greg Sommersberger: 2026, 2025, 2024, 2021
Greg ranked No, 15 on the 2026 list for Barron's Top 1,200 Financial Advisor Rankings published on 3/20/26. Rankings based on data as of September 30, 2025. Greg ranked No. 13 on the 2025 list for Barron’s Top 1,200 Financial Advisor Rankings published on 3/7/25. Rankings based on data as of September 30, 2024. Greg ranked No. 15 on the 2024 list for Barron's Top 1,200 Financial Advisor Rankings published on 3/11/24. Rankings based on data as of September 30, 2023.
Forbes Best-In-State Wealth Advisor
Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
Greg Sommersberger: 2026, 2025, 2024, 2023, 2022, 2021, 2000, 2019
Recognized by Forbes/SHOOK Research as a Best-In-State Wealth Advisor. Publication as of April 7, 2026; April 8, 2025, April 3, 2024; April 4, 2023; April 7, 2022; February 11, 2021; January 16, 2020; February 20, 2019. Rankings as of June 30 of the prior year.
Forbes Top Next-Gen Wealth Advisors Best-In-State
Greg Sommersberger: 2019
Greg ranked No. 10 on the 2019 list. Forbes Top Next-Gen Wealth Advisor Award was published on Jul 24th, 2019. Rankings based on data as of Mar 31st, 2019.
Baird Recognition
Top 30 Practices
Top 30 Advisors
Baird Chairman's Club Member
Baird President’s Club Member
Baird 1919 Club Member
Baird Rookie of the Year
Previous Recognition
Financial Planning Top 40 Advisors Under 40 (2018)
On Wall Street Top Regional Advisor Under 40 (2019)
Forbes Top Next-Gen Wealth Advisor (2019)
Financial Planning: Greg ranked No. 40 on the 2018 list. Published on Jan 16th, 2018. Rankings based on data as of Sep 30th, 2017.
On Wall Street Top Regional Advisor Under 40: Greg ranked No. 3 on the 2019 list. Published on Feb 1st, 2019. Rankings based on data as of Dec 31st, 2018.
Forbes Top Next-Gen Wealth Advisor Awar: Greg ranked No. 10 on the 2019 list. Published on Jul 24th, 2019 based on data as of Mar 21st, 2019.