Awards

We are proud to share that Mesirow Wealth Advisor Brian Lorber, CFP^® has been named a 2026 InvestmentNews Excellence Awardee in the Advisor of the Year – Regional (Midwest) category. This distinction recognizes advisors selected through InvestmentNews’ independent nomination process for outstanding client service, industry education, mentorship, and community engagement.

Jeff M. Condren, CFP^®, Brian J. Lorber, CFP^®, Steven N. Mesirow, CFP^®, and Jordan B. Scher, AIF^® have been recognized by Forbes | SHOOK for their leadership, professionalism and commitment to clients.

This recognition from Crain's Chicago Business reflects Mesirow Wealth Management's strong and growing position among firms serving the region's most affluent clients. Mesirow is ranked #12 out of 30 firms on the list. The ranking places Mesirow among an elite group of wealth management firms operating in one of the nation's most competitive financial markets.

Wealth Advisor Jennifer Rosenblum, CFA has been recognized in the 2026 Top Women Wealth Advisors Best-in-State ranking by Forbes. Jennifer’s 2026 recognition marks her second year on the list. Based on advisor surveys and interviews, the 2026 list features over 2,800 experienced women who cumulatively manage more than $4 trillion in assets.

Crain's partners with Workforce Research Group to evaluate companies across the region, using a rigorous methodology that weighs employee feedback (80%) and employer practices (20%). Mesirow's inclusion in this year's list underscores the firm's dedication to empowering its people and fostering a collaborative, entrepreneurial environment.

Pensions & Investments (P&I) recognized the firm as a 2025 Best Places to Work in Money Management. This is the seventh time Mesirow has been recognized by Pensions & Investments, the global news source of money management and institutional investing, as a Best Places to Work in Money Management.

Mesirow has been named a Barron's Top 100 RIA Firm for the fifth consecutive year. This recognition underscores Mesirow's commitment to delivering personal, comprehensive wealth plans, expert investment selection and exceptional service.

Congratulations to Brian Price, CEO of Mesirow Wealth Management, on being named one of Crain's 2025 Notable Leaders in Finance. His commitment to client service, community engagement and long-term vision continues to drive innovation and success across the wealth management business.

Mesirow Wealth Advisors, Jordan Scher, AIF^®, Steven N. Mesirow, CFP^®, and Brian Lorber, CFP^®, have been recognized by Forbes as 2025 Best-in-State Wealth Advisors. According to Forbes.com, Forbes Top Advisor rankings evaluate quantitative and qualitative data, weighing factors “such as service models, compliance recordsand industry experience” and focusing on individual advisors that “encompass best practices in their approach to working with clients.”

According to Forbes.com, Forbes Top Advisor rankings are the only advisor rankings with a focus on quality, including interviewing advisors. The research creates rankings of role models advisors who are leading the way in offering best practices and providing a high-quality experience for clients.

Mesirow was ranked 16th in the 2025 South Florida Business Journal’s Best Places to Work illustrating the companies effort to expand our footprint in Florida.