Since we launched as an independent firm, Quorum Private Wealth has been recognized across the board for excellence. Some of these awards recognize the entire firm, others highlight individual advisors.
You may notice that, when we receive these awards, we always share a disclaimer: No fee was paid to be included in the ranking or to hold out marketing materials.
That’s because Quorum does not pay to be included in these lists. The organizers of these awards uses their own set of criteria and methodology in selecting recipients. Each year’s awards reflects a specific set of dates, and criteria may evolve over time.
To ensure you understand exactly what we’re celebrating with these awards, we’re including links to additional information from the awarding bodies, including details about methodology and criteria, in the following sections.
When it comes to the long list of Forbes | SHOOK Research awards bestowed upon Quorum Private Wealth and its advisors, Forbes issues this general notice: Firms do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.
But here’s what goes on behind the scenes for each individual Forbes | SHOOK Research awards:
- America’s Top RIA Firms
- Forbes Top RIA Firms (2023-2025), compiled by SHOOK Research LLC. Most recently received in October 2025 based on data gathered from 3/31/24-3/31/25. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Additional details on each ranking:
- Best-in-State Wealth Advisors
- Forbes Best-In-State Wealth Advisors – Northern California High Net Worth (2023-2026), compiled by SHOOK Research LLC. Most recently received in April 2025 based on data gathered from 6/30/24 – 6/30/25. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
- 2026 criteria (Mike Barry and Kelly Milligan named for Northern California)
- 2025 criteria (Mike Barry and Kelly Milligan named for Northern California)
- 2024 criteria (Mike Barry and Kelly Milligan named for Northern California)
- 2023 overview (Mike Barry, Kelly Milligan, Melissa Yue, Sue Schaeffer, previously Mazzetti, named for Northern California)
- Forbes Best-In-State Wealth Advisors – Northern California High Net Worth (2023-2026), compiled by SHOOK Research LLC. Most recently received in April 2025 based on data gathered from 6/30/24 – 6/30/25. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
- Top Women Wealth Advisors, Best-in-State
- Sue Schaeffer (previously Mazzetti) was named to Forbes Top Women Wealth Advisors Best-In-State – Northern California High Net Worth (2023-2026), compiled by SHOOK Research LLC. Most recently received in February 2026 based on data gathered from 6/30/24 – 6/30/25. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
- Melissa Yue was named to Forbes Top Women Wealth Advisors Best-In-State – Northern California High Net Worth 2023, compiled by SHOOK Research LLC.
- 2026 methodology (Sue Schaeffer, previously Mazzetti, named for Northern California)
- 2025 methodology (Sue Schaeffer, previously Mazzetti, named for Northern California)
- 2024 methodology (Sue Schaeffer, previously Mazzetti, named for Northern California)
- 2023 methodology (Sue Schaeffer, previously Mazzetti, and Melissa Yue named for Northern California)
Forbes and SHOOK aren’t the only organizations to recognize our work at Quorum.
Mike Barry was named to AdvisorHub‘s list of 200 Advisors to Watch list for 2025 and 2024.
- 2025 details (advisors managing over $1B) number 97
- 2024 details (advisors managing over $1B) number 34
Partner Sue Schaeffer, previously Mazzetti, also received a 2024 Pathfinder Award from Wealth Solutions Report.
And of course, before we wrap this up, another reminder: No award highlighting an advisor’s achievements can predict that advisor’s future performance. As with markets, past performance does not predict future results. Beyond that, individual experiences working with an advisor may vary.
