Ty Bernicke Named to Forbes 2026 Best-In-State Wealth Advisors List

ALTOONA, Wis.--(BUSINESS WIRE)--Bernicke Wealth Management is proud to announce that Ty Bernicke, CFP®, President and CEO, has been named to the Forbes 2026 Best-In-State Wealth Advisors list. This marks the ninth consecutive year Ty has received this prestigious recognition. The list spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.

“Being named again to the Forbes Best-in-State Wealth Advisors list is a reflection of the collective effort of our entire team. It’s their dedication, attention to detail, and commitment to doing what’s right for our clients that makes this recognition possible. We’re proud of the work we do together and grateful for the trust our clients place in us,” said Ty Bernicke.

Awarded each April and based on data from a 12-month period through June 30, the Forbes Best-In-State Wealth Advisors list recognizes advisors with a minimum of seven years of experience who demonstrate best practices and a commitment to delivering high-quality client experiences. Selection is based on both qualitative and quantitative criteria, gathered through in-person and telephone due diligence meetings. Factors evaluated include client retention, assets under management, compliance records, industry experience, team dynamics, community involvement, investment process, and client best practices. Portfolio performance is not a criterion due to varying client objectives and the absence of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

About Bernicke Wealth Management

Bernicke Wealth Management is an independent firm that provides clients with a comprehensive, research-driven approach to investment management, wealth management, retirement planning, and strategies designed to support long-term financial health.

For the past 40 years, Bernicke Wealth Management has been committed to a simple but powerful philosophy: do what’s right and always act in the best interests of clients. This unwavering commitment has been the cornerstone of the firm’s stability, trust, and continued growth across generations. Since 1985, Bernicke Wealth Management has grown into a multi-location firm serving over 900 households.

Ty Bernicke has been consistently recognized by Forbes as one of the Best-In-State Wealth Advisors, most recently as the #5 top wealth advisor in Wisconsin for 2026. His research has been published in national outlets such as The Wall Street Journal's MarketWatch, Forbes, and The Journal of Financial Planning. Bernicke Wealth Management was also named one of the Top RIA (Registered Investment Advisor) Firms for 2023 by Forbes.

Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Bernicke Wealth Management and Private Client Services do not offer legal or tax advice. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is attached or is available by clicking on this link.