The following list details the recognition awarded to members of the Quorum team during their tenure at Quorum Private Wealth unless noted elsewhere. Please note: None of these awards is indicative of an advisor’s future performance and your experience may vary.
Firm-wide awards
- Forbes | SOOK Research Top RIA Firm for 2023, 2024, 2025
- Forbes’ list of the 250 Top RIA Firms is compiled by SHOOK Research. Most recently awarded in October 2025 based on data compiled on March 31, 2025. No fee was paid to be included in the ranking or to hold out marketing materials.
Mike Barry
- Forbes | SHOOK Research Best-In-State Wealth Advisors for Northern California for 2023, 2024, 2025, 2026.
- Forbes Best-In-State Wealth Advisors for Northern California High Net Worth, compiled by SHOOK Research LLC. Most recently received in April 2026 based on data gathered from 6/30/2024 – 6/30/2025. No fee was paid to be included in the ranking or to hold out marketing materials.
- Mike also received this award in 2018, 2019, 2020, and 2021 while at Merrill Lynch. No fee was paid to be included in the ranking or to hold out marketing materials.
- AdvisorHub, Advisors to Watch 2024
- Created by AdvisorHub and presented June 2024 based on data gathered from 12/31/2022 to 12/31/2023. No fee was paid to be included in the ranking or to hold out marketing materials.
- AdvisorHub 200 Advisors to Watch for 2025.
- Created by AdvisorHub. Presented in June 2025, based on data from June 2024-June 2025. No fee was paid to be included in the ranking or to hold out marketing materials.
Kelly Milligan
- Forbes | SHOOK Research Best-In-State Wealth Advisors for Northern California for 2023, 2024, 2025, 2026.
- Forbes Best-In-State Wealth Advisors for Northern California High Net Worth, compiled by SHOOK Research LLC. Most recently received in April 2026 based on data gathered from 6/30/2024 – 6/30/2025. No fee was paid to be included in the ranking or to hold out marketing materials.
- Kelly also received this award in 2018, 2019, 2020, and 2021 while at Merrill Lynch. No fee was paid to be included in the ranking or to hold out marketing materials.
Sue (Mazzetti) Schaeffer
- Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State for 2023, 2024, 2025, 2026.
- 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.
- Forbes | SHOOK Research Best-In-State Wealth Advisors for Northern California for 2023.
- Forbes Best-In-State Wealth Advisors for Northern California High Net Worth, compiled by SHOOK Research LLC. Most recently received in April 2023 based on data gathered from 6/30/2021 – 6/30/2022. No fee was paid to be included in the ranking or to hold out marketing materials.
- AdvisorHub 200 Women Advisors to Watch, 2026
- Created by AdvisorHub. Presented in April 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out marketing materials.
- Wealth Solutions Report Pathfinder Awards, Top Women Industry Leaders Of 2024
- Compiled by Wealth Solutions Report; awarded in March 2024. No fee was paid to be included in the ranking or to hold out marketing materials.
Melissa Yue
- Forbes | SHOOK Research Best-In-State Wealth Advisors for Northern California for 2023.
- Forbes Best-In-State Wealth Advisors for Northern California High Net Worth, compiled by SHOOK Research LLC. Most recently received in April 2023 based on data gathered from 6/30/2021 – 6/30/2022. No fee was paid to be included in the ranking or to hold out marketing materials.No fee was paid to be included in the ranking or to hold out marketing materials.
- Forbes | SHOOK Research Top Women Wealth Advisors Best-In-State for 2023.
- Forbes Top Women Wealth Advisors Best-In-State, Northern California High Net Worth for 2023, compiled by SHOOK Research LLC. Most recently received in February 2023 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.
While at Merrill Lynch, Melissa received the following recognition.
- Forbes America’s Top Next-Generation Wealth Advisors (2017 and 2018), created by SHOOK Research. Most recently received in September 2018 based on data gathered from March 2017 to March 2018. No fee was paid to be included in the ranking, and no fee was paid to hold out marketing materials.
- Forbes America’s Top Next-Generation Wealth Advisors (2017 and 2018), created by SHOOK Research. Most recently received in September 2018 based on data gathered from March 2017 to March 2018. No fee was paid to be included in the ranking, and no fee was paid to hold out marketing materials.
