Top Wealth + Best-in-State · rank 15 · Long Beach, California · listed firm: TSG Wealth Management | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — TSG Wealth Management (high)
- “Allen specializes in acting as a private CFO, leading his clients through the complex financial landscape we have today.” — firm_official
- Parent company — Wells Fargo (Wells Fargo Advisors Financial Network) (high)
- “The firm operates as part of Wells Fargo Advisors Financial Network (WFAFN), a registered broker-dealer” — firm_official
- “Wells Fargo Advisors Financial Network, LLC” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “TSG's move to Wells Fargo Advisors Financial Network (FiNet) in 2019 empowered the practice to grow its independence, expand to 20 offices, and exceed $17 billion in assets under management.” — firm_official
- “Wells Fargo Advisors Financial Network, LLC” — sec_finra_regulatory
- Team name — TSG Wealth Management (medium)
- “Serves as a Partner at TSG Wealth Management” — firm_official
- Team size — 169 (medium)
- “169 team members” — firm_official
- CRD — 2935544 (high)
- “ALLEN FRANCES SCHREIBER” — sec_finra_regulatory
- Years experience — 29 (high)
- “Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth.” — firm_official
- Designations — other:MBA, other:PIM Portfolio Manager, other:CA Insurance License #0D21223 (high)
- “In 1996, Allen graduated from San Diego State University with a bachelor's degree in finance and received his MBA from Chapman University in 1998.” — firm_official
Book of business
- Team AUM ($M) — 16000 (high)
- “"Team Assets (Custodied)":"$16B"” — forbes_shook
- “$20 Billion” — firm_official
- Account minimum ($M) — 0.5 (high)
- “"Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 75 (high)
- “"Typical Net Worth of Relationships":"$50-100M"” — forbes_shook
- Client niche — high-net-worth individuals, families, executives and institutions — advisor as "private CFO" (high)
- “Allen specializes in acting as a private CFO, leading his clients through the complex financial landscape we have today.” — firm_official
- “Offering high-level guidance tailored to high-net-worth individuals, families, and institutions” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “The firm operates as part of Wells Fargo Advisors Financial Network (WFAFN), a registered broker-dealer” — firm_official
Positioning & marketing
- Website url — https://tsgwm.com/about/allen-schreiber/ (high)
- “Allen Schreiber, MBA | TSG Wealth Management” — firm_official
- Value proposition (verbatim) — Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth. Allen specializes in acting as a private CFO, leading his clients through the complex financial landscape we have today. (high)
- “Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth.” — firm_official
- “Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.” — firm_official
- Differentiators — Acts as clients' "private CFO", Client interests above all / exceed expectations as founding principle, Over 1,000 years combined team experience in investment planning, Hundreds of hours of research behind customized plans, Independent-channel scale: 24 offices, $20B firm AUM (high)
- “Allen specializes in acting as a private CFO, leading his clients through the complex financial landscape we have today.” — firm_official
- “Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.” — firm_official
- Content marketing — active (high)
- “Allen Schreiber Ranked #15 on 2026 Forbes Best-In-State Wealth Advisors List” — firm_official
- “Webinar | The Big Beautiful Bill and How it Will Affect You | TSG Wealth Management” — firm_official
- Has podcast — no (medium)
- “Allen Schreiber Ranked #15 on 2026 Forbes Best-In-State Wealth Advisors List” — firm_official
- Books published — 0 (medium)
- “In 1996, Allen graduated from San Diego State University with a bachelor's degree in finance and received his MBA from Chapman University in 1998.” — firm_official
- Linkedin url — https://www.linkedin.com/in/allenschreiber/ (high)
- “Allen F. Schreiber, MBA - Partner at TSG Wealth ...” — firm_official
- Social presence — linkedin_active (medium)
- “Allen F. Schreiber, MBA - Partner at TSG Wealth ...” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors (2025), AdvisorHub Advisors to Watch 150 Advisors over $1Bil (2025), #15 nationally, Forbes Best-In-State Wealth Advisors (2023, 2024, 2025, 2026), #15 California – Los Angeles (Private Wealth), AdvisorHub feature: "How TSG Wealth Management Unlocked Its Potential with Wells Fargo Advisors Financial Network" (high)
- “Named to the 2025 Barron's Top 1,200 Financial Advisors list” — firm_official
- “earned the #15 ranking in California – Los Angeles (Private Wealth) on the 2026 Forbes Best-In-State Wealth Advisors list. This recognition represents his fourth consecutive year (2023, 2024, 2025, & 2026) on the list” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “Allen Schreiber, MBA | TSG Wealth Management” — firm_official
- Logo url — https://tsgwm.com/wp-content/uploads/2026/07/tsg-wealth-management.webp (high)
- “Allen Schreiber, MBA | TSG Wealth Management” — firm_official
- Visual brand notes — Dark navy/charcoal and white palette, clean professional sans-serif type, stock advisory and team-collaboration photography; conservative corporate wealth-management feel with waterfront office imagery. (medium)
- “$20 Billion” — firm_official
