Awards & Accolades

Ken Schapiro, Chief Executive Officer of Generali Wealth Management, was listed in Barron’s ranking for the Top 1,500 Financial Advisors in 2026 (previously known as the Top 1,200 Financial Advisors list). This makes the tenth consecutive year he has placed in this ranking, and he is currently #21 in the state of New Jersey. Barron’s Top 1,500 Financial Advisors ranking draws from all 50 states, plus the District of Columbia, and it’s the largest, most comprehensive of the annual advisor listings that Barron’s Magazine runs. It includes a cross-section of private wealth advisors, from independents who own and operate their own practices to advisors from large Wall Street firms.

This special report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, Barron’s examines regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.

Generali Wealth Management’s Chief Executive Officer, Ken Schapiro, was recognized as a Forbes Best-In-State Wealth Advisor for 2026. He is currently ranked #14 in the North NJ (High Net Worth) category.

Advisors for this list are selected after extensive research and interviews as part of SHOOK Research’s careful methodology. They are evaluated through both quantitative and qualitative metrics, including but not limited to: weightings from revenue, client retention rates, assets under management, compliance records, industry experience, and whether they exhibit “best practices” when working with clients.

Generali Wealth Management was named to Forbes Top RIA Firms in America for 2025. The firm was ranked #193.

Developed by SHOOK Research, Forbes Top RIA Firms in America rankings are based on quantitative data and qualitative criteria determined via phone, virtual, and in-person diligence interviews. To qualify, advisors must have at least four years of experience. Factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to high standards of best practices are considered when evaluating firms.

Two of Generali Wealth Management’s partners and senior advisors were named to Forbes’ Best-in-State Top Women Wealth Advisors 2026 list:

The Top Women Wealth Advisors Best-In-State ranking, developed by SHOOK Research, evaluates advisors based on factors such as assets under management, revenue generated for their firms, client impact, industry experience, and other criteria. For additional information on the ranking methodology .

Generali Wealth Management Partner and Senior Financial Advisor, Tanya Walliser, was selected for the Forbes Best-in-State Top Next-Gen Wealth Advisors 2024 ranking. She ranked #27 for the state of New Jersey.

Developed by SHOOK Research, the Forbes Next-Gen Wealth Advisors rankings are based on quantitative data and qualitative criteria determined via phone, virtual, and in-person diligence interviews. To qualify, advisors must have at least four years of experience. Factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to high standards of best practices are considered when evaluating advisors.

For 2025, Generali Wealth Management ranked among the best small companies to work for in the state of New Jersey, making it twelve years on this prestigious list. NJBIZ is New Jersey’s only weekly business journal covering the entire state with the goal of providing useful and important information for the benefit of New Jersey’s customers, employees, and communities as a whole.

Every year, NJBIZ selects companies to receive the coveted designation of “Best Place to Work in NJ.” Winners are selected based on employee information, surveys, and company-specific data such as policies, practices, and demographics. The recipients are then divided between large, medium, and small-sized companies to complete the process and earn a spot on the list of Best Places to Work in NJ. To view the full list for 2025 .

Generali was recognized in the 2025 RIA Ranking by Financial Advisor Magazine and listed as #192 for the “$1 billion and over” asset category.

Reaching 80,000 qualified readers each month, Financial Advisor magazine delivers essential market information and strategies that advisors need to succeed in the complex area of wealth management. Every year, the publication conducts a survey to determine the best registered investment advisors (RIAs) in the country based on information submitted by individual firms. Companies are ranked based on the total of their discretionary and nondiscretionary assets, percentage growth in total assets, and percentage growth in assets per client.

Generali placed 34th place in the Top 50 Fastest-Growing Firms ranking for 2025 by Financial Advisor Magazine.

Reaching 80,000 qualified readers each month, Financial Advisor magazine delivers essential market information and strategies that advisors need to succeed in the complex area of wealth management. Every year, the publication conducts a survey to determine the best registered investment advisors (RIAs) in the country based on information submitted by individual firms. Companies are ranked based on the total of their discretionary and nondiscretionary assets, percentage growth in total assets, and percentage growth in assets per client.

Generali Wealth Management was named to the InvestmentNews 2024 Best Places to Work for Financial Advisors in the USA list. Generali was recognized in the Small Employer category, which includes firms comprising 15-29 US employees.

The InvestmentNews Best Places to Work for Financial Advisors in the USA award recognizes the most exceptional firms in the country. Through an employer form and employee survey, InvestmentNews collects extensive feedback and data to evaluate organizations based on employee confidence in their leadership, benefits, and other factors.

Several of Generali’s financial advisors were recognized as 2026 Five Star Wealth Managers:

The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals.

After careful consideration, awards are presented to top wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals, and investment professionals in more than 45 markets across the above-listed regions. Five Star Professional also offers public exposure to award winners by offering no-cost listings within city and regional magazines in order to receive the recognition they deserve.

Ken Schapiro was recognized in the InvestmentNews Hot List for 2024. This list acknowledges the top figures across the country, selected from hundreds of nominations, whose contributions have shaped the wealth management industry.

Ken Schapiro was named to InvestmentNews’ Top Financial Advisors in the USA ranking for 2025. He is ranked #16 on the list, joining other prominent performers in the industry who have shown an exceptional commitment to transparency, communication, education, and personalization.

According to InvestmentNews, “Key metrics used to determine the top performers was overall AUM, as well as percentage changes in AUM and number of clients between 2022 and 2023.”

Several of our advisors were named recipients of the NJBIZ Leaders in Finance award:

Honorees for the NJBiz Leaders in Finance are selected by a panel of experienced judges in the financial industry. Candidates included those in categories such as banking, corporate, investment, and blockchain. The panel evaluates nominees based on their professional contributions as well as industry and community involvement.

Ken Schapiro was named to AdvisorHub’s 2025 Advisors to Watch ranking. He ranked #61 in the 

The Advisors to Watch rankings are determined based on advisors’ 1) scale and quality of practice, 2) year-over-year growth, and 3) overall professionalism. Nominees were required to have at least seven years of experience, $150 million AUM, and a clean regulatory record. Participation in the ranking is open to any firm or advisor, and there are no participation fees.

For AdvisorHub’s 2025 ranking announcement