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

Mesirow named Barron’s Top 100 RIA Firm for fifth consecutive year!

Barron’sĀ bases its annual ranking of independent advisory companies on assets under management, revenue generated, succession planning and community engagement. Mesirow’s continued recognition reflects the firm’s focus on serving clients through personal, comprehensive wealth plans, expert investment selection and exceptional service.

Barron's Top 100 RIA Firms 2025

Forbes Best-In-State Wealth Advisors 2025Ā 

Mesirow Wealth Advisors, Jordan Scher, AIFĀ®, Steven N. Mesirow, CFPĀ®, and Brian Lorber, CFPĀ®, have been recognized by Forbes as 2025 Best-in-State Wealth Advisors. According to Forbes.com, Forbes Top Advisor rankings evaluate quantitative andqualitative data, weighing factors ā€œsuch as service models, compliance recordsand industry experienceā€ and focusing on individual advisors that ā€œencompassbest practices in their approach to working with clients.ā€

Forbes 2026 Top Women Wealth Advisors

Wealth Advisor Jennifer Rosenblum, CFA has been named – for the second consecutive year – to the 2026 Top Women Wealth Advisors Best-in-State ranking by Forbes. According to Forbes.com, the research ā€œ...creates rankings of role models – advisors who are leading the way in offering best practices and providing a high-quality experience for clients.ā€

Forbes Top Next-Gen Advisors

Wealth Advisors Jeffrey Condren, CFPĀ® and Brian Lorber, CFPĀ® have been named 2024 Best-in-State Top Next-Gen WealthAdvisors by Forbes. According to Forbes.com, ā€œWe believe... the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives.ā€

Crain's 2025 Top Firm Award

Mesirow has been named one of Crain’s Largest Wealth Management Firms in the Chicago area for 2025, securing the No. 9 spot. This ranking reflects our differentiated approach to comprehensive wealth planning and commitment to personalized service across generations.

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.

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 helpĀ 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.