Bleakley Advisors Named as Forbes 2025 Best-In-State Wealth Advisors

Nine Bleakley Advisors Named to Forbes 2025 Best-In-State Wealth Advisors List

We’re proud to share that nine Bleakley Financial Group advisors have been named to the 2025 Forbes Best-In-State Wealth Advisors list. This annual ranking, developed by SHOOK Research, highlights top financial professionals across the country who demonstrate outstanding service, expertise, and leadership in the industry.

This year’s honorees from Bleakley include:
Andy Schwartz, Michael Axelrod, Jack Cooney, Scott Schwartz, Richard Wright Jr., Frank Lepore, John Patterson (Atlanta, GA), John Mara (Boston, MA), and Lyle Weintraub.

As Bleakley continues to grow nationally, we’re excited to see more of our advisors recognized across new markets. For both John Patterson and John Mara, this marks their first appearance on the Forbes list — a reflection of their dedication to clients and the strength of our expanding advisor network.

"We’re thrilled to see so many of our colleagues recognized by Forbes," said Michael Axelrod, Managing Partner. "It reflects the strength of our firm’s culture and the trust our clients place in us every day."

John Patterson, who leads his practice out of Atlanta, shared: "This honor is incredibly meaningful — not just for our Atlanta team, but for the clients and families we’re fortunate to work with every day. A huge factor in our success is the resources and support we receive from the Bleakley centralized team." 

We congratulate all of our advisors on this well-earned recognition. It reflects not only their individual commitment to excellence, but also the strength of Bleakley’s advisor community and centralized support structure. Most importantly, it reinforces the level of personalized service, long-term trust, and high-quality guidance we strive to deliver to every client we serve.

➡️ View the full 2025 Forbes Best-In-State Wealth Advisors list

- Article published 5/16/25 -

Disclosures:

The Forbes Best-In-State Wealth Advisors ranking, developed by SHOOK Research, is based on qualitative and quantitative data, including interviews, industry experience, compliance records, assets under management, and revenue trends. Portfolio performance is not a criterion due to varying client objectives and lack of consistent audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for ranking placement.

The Forbes ranking should not be construed as a testimonial or endorsement of Bleakley Financial Group or its advisors by any client. Rankings are based on the opinions of SHOOK Research and are not indicative of future performance.

BFG # 25-0099