Top Ranked Wealth Advisors
Bart Zandbergen, CFP is recognized as one of the nation’s top 1% of financial advisors, selected as one of America’s Best Financial Planners, and was recognized as a Five Star Wealth Manager for five years in a row. His expert point of view has been published in the New York Times, Forbes, The Orange County Register, Nobleman Magazine, Mensbook, Modern Luxury, and Riveria.
With almost 3 decades of wealth management experience, Bart Zandbergen, CFP ®, was named to Forbes’ Best-in-State Wealth Advisors list most recently for 2020, 2021, 2022, 2024 & 2025.
Our commitment to service has placed our professionals among the top ranked advisors in the U.S
2025
- Best in State Wealth Advisors – Bart Zandbergen
- OCBJ Excellence in Entrepreneurship honoree – Bart Zandbergen
- LA Times OC Executive Leadership Honoree – Bart Zandbergen
- Investment News Nominee – Bart Zandbergen
- Advisor Hub Top 250 RIA Firms – Bart Zandbergen
2024
- Advisor Hub – Top Advisors to Watch in 2024 Bart Zandbergen
- Best in State Wealth Advisors –Bart Zandbergen
- OCBJ Excellence in Entrepreneurship Honoree- Bart Zandbergen
2023
- 20+ Pro Bono Hours, CFP Board – Bart Zandbergen
- Orange County Business Journal, Companies that Care –The Zandbergen Group
- RIA Channel, True Wealth Interview –Bart Zandbergen
- Stu News- Ribbon Cutting with Laguna Beach Chamber
- OCBJ Excellence in Entrepreneurship Honoree- Bart Zandbergen
2022
- Orange County Business Journal Excellence in Entrepreneurship –Bart Zandbergen
- Orange County Business Journal Distinguished Leaders in Wealth Management –Bart Zandbergen
- Best in State Wealth Advisors –Bart Zandbergen
2021
- Orange County Business Journal Excellence in Entrepreneurship Nominee – Bart Zandbergen
- Best in State Wealth Advisors – Forbes Magazine – Bart Zandbergen
2020
- Top Wealth Advisors in California – Forbes Magazine – Bart Zandbergen
2018
- 5 Star Wealth Manager – Bart Zandbergen
2017
- 5 Star Wealth Manager – Bart Zandbergen
2016
- 5 Star Wealth Manager – Bart Zandbergen
2015
- Bart obtains CDFA designation
- 5 Star Wealth Manager – Bart Zandbergen
2014
- Top Wealth Managers in Orange County
Orange Coast Magazine - 5 Star Wealth Manager – Bart Zandbergen
2013
- 5 Star Wealth Manager – Bart Zandbergen
2012
- OC Select Wealth Managers – Orange Coast Magazine – Bart Zandbergen
1995
- Bart obtains CFP designation
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