Recognition

We are proud to be recognized for our work by leading media and industry organizations. The best accolades are those we receive from our clients, from referrals to friends and family members to kind words and long-term relationships that span generations.

Awards

Barron's 2026 Top 100 RIA Firm

Mesirow has been named a Barron’s Top 100 RIA Firm for the sixth consecutive year. This recognition reflects Mesirow’s continued focus on delivering personal, comprehensive wealth plans, expert investment selection and exceptional client-service.

InvestmentNews Advisor of the Year (Regional - Midwest)

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.

Forbes 2026 Best-in-State Wealth Advisors

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.

Crain's 2026 Top Firm Award

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.

Forbes 2026 Top Women Wealth Advisors

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.

Pensions & Investments 2025 Best Places to Work in Money Management

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.

Barron's 2025 Top 100 RIA Firm

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.

Crain's 2025 Notable Leaders

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.

Forbes 2025 Best-In-State Wealth Advisors

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.”

Forbes 2025 Top Women Wealth Advisors

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.

2025 South Florida Business Journal's Best Places to Work in South Florida

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.

Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.

Have questions a Wealth Advisor can help with?

The testimonial provided was made by a current client of Mesirow Wealth Management a division of Mesirow Financial Investment Management, Inc. an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. | Clients were not compensated, directly or indirectly, for providing any testimonial of Mesirow, its Advisers or their services. Keeping in mind that no two clients, situations, or experiences are exactly alike, the client testimonial should not give any assurance that Mesirow may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if Mesirow is engaged, or continues to be engaged, to provide investment advisory services. | Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Mesirow, or any non-investment related content, made reference to directly or indirectly in this testimonial will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this testimonial serves as the receipt of, or as a substitute for, personalized investment advice from Mesirow. | Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., is an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.