Charleston’s Roseate Group of Wells Fargo Advisors has been recognized as one of the top wealth management teams in South Carolina by Forbes. Ranking at No. 2 in the state on Forbes’ 2025 Best-In-State Wealth Management Teams list, the 11-person practice is led by advisors Wendy Brewer, Robert Vingi, David McCallum, Aaron Barber, and Howard Edwards. They are proud to be the top-ranked team in the state led by a female advisor. Forbes considered over 11,000 wealth management teams nationwide, with only 5,331 being named on the list. The Roseate Group was one of 58 teams recognized in South Carolina.
The team expressed gratitude for being included on the prestigious list, attributing their success to their commitment to delivering personalized guidance and staying informed about industry trends. Vingi, a private wealth financial advisor with the group, emphasized their dedication to helping clients achieve their financial goals. Collectively, the Roseate Group oversees over $3 billion in assets as of Jan. 1, 2025. Their recognition by Forbes highlights their expertise and the trust their clients place in them.
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