MEQUON — The Schmit Group, The Sommersberger Group, The Gervais Group, The Pauly Nethery Koth Group and The Hawley Group in Baird’s North Shore office in Mequon have all been named to Forbes’ 2026 Best-In-State Wealth Management Teams list, which recognizes top financial advisor teams in each state. “These five North Shore teams’ appearance on this prestigious national list solidifies their positions among the very best financial advisors in the industry and the country,” said Erik Dahlberg, president of Baird’s Private Wealth Management group. “These groups excel at delivering the best financial advice and service to their clients and all of them couldn’t be more deserving of this recognition.” Teams selected are chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria including in-person interviews, industry experience, compliance records, revenue produced and assets under management, according to a press release. Baird’s Private Wealth Management business encompasses nearly 1,400 financial advisors serving clients from coast-to-coast and has client assets of more than $350 billion as of June 30, 2025. The North Shore office is located at 12075 N. Corporate Parkway, Suite 200, Mequon, WI 53092.
To learn more about the list, go to https://shorturl.at/QS2yE.