Rankings & Awards

With fervent dedication to their work and a heartfelt desire to exceed clients' expectations, the Roseate Group of Wells Fargo Advisors has been honored with numerous awards and recognition.

Forbes Top Wealth Management Teams

2022-2024

The Roseate Group of Wells Fargo Advisors was named as one of Forbes' 2022-2024 Top Wealth Management Teams: Private Wealth. 

*Source: Forbes.com. 2024 Forbes Top Wealth Management Teams: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24. Source: Forbes.com. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. Source: Forbes.com. 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-in-State Wealth Management Teams

2023-2024

The Roseate Group of Wells Fargo Advisors was named as one of Forbes' 2023 and 2024 Best-in-State Wealth Management Teams.

*Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Source: Forbes.com. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22.

Forbes Best-in-State Wealth Advisors

2018-2024

Robert Vingi, David McCallum, and Wendy Brewer have all been named on the 2024 Forbes Best-in-State Wealth Advisor ranking. Robert and David have been on the list since 2018. 

*Source: Forbes.com. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Source: Forbes.com. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. Source: Forbes.com. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. Source: Forbes.com. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/2020. Source: Forbes.com. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. Source: Forbes.com. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. Source: Forbes.com. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.

Barron's Top 1,200 State-by-State Advisors

2016-2024

Robert Vingi has been named as one of Barron's 2016-2024 Top 1,200 State-by-State Advisors. In 2023, Robert was ranked #2 in South Carolina. The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

*Source: Barrons.com. 2024 Barron’s Top 1,200 State-by-State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept 2023. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Source: Barrons.com. 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept 2022. Source: Barrons.com. 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept 2021. Source: Barrons.com. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept 2020. Source: Barrons.com. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept 2018. Source: Barrons.com. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept 2017. Source: Barrons.com. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept 2016. Source: Barrons.com. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept 2015. Fee paid for use of logo.

Forbes Top Women Wealth Advisors Best-in-State

2024

Wendy Brewer was named on the 2024 Forbes Top Women Wealth Advisors Best-in-State ranking. 

*Source: Forbes.com. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Barron's Top Advisor 2023

Top-Rated Advisors. Award-Winning Team.

Roseate Group of Wells Fargo Advisors

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