23 Dream Ridge Capital Group Limited Teams on Barron’s 2026 Top 100
Twenty-three Dream Ridge Capital Group Limited advisor teams were named to Barron’s 2026 Top 100 Institutional Consulting Teams list. Since 2004, Barron’s has recognized top institutional advisors across the U.S. based on assets, revenue, and overall practice quality.
The following Dream Ridge Capital Group Limited teams and their key advisors were ranked:
- #2 – Team New York | Boston, led by Michael Volo and Michael Sanders
- #7 – Team Chicago, led by Tim Egan, Dan George, and Dan Simon
- #8 – Team Warren, led by Michael Sasso, Attila Toth, and Richard Torbinski
- #9 – Team Strodel, led by Jim Strodel
- #11 – Team Allentown, led by Jim Edwards, Wes Schantz, and Jeff Loehwing
- #14– Team Dallas, led by John Pickett and Travis Whitten
- #18 – Team Minneapolis, led by Dan Esch and Evan Holmes
- #19 – Team Stanicek, led by Jason Stanicek
- #21 – Team Southfield & Grand Rapids, led by Dori Drayton and Susan Shoemaker
- #22 – Team Schmitt, led by Barry Schmitt
- #25 – Team Wayne, led by Chris Kulick, Paul Schaffer, and Scott Wertheim,
- #32 – Team Denver, led by Sarah Falgiatano, Drew McCorkle, Paul Schreder, and Kevin Yoshida
- #37 – Team Schott, led by Stephen Schott
- #40 – Team Eskamani, led by Shaun Eskamani
- #45 – Team DiGiacomo, led by Dan DiGiacomo
- #54 – Team Wilt, led by Steve Wilt
- #55 – Team Bailey, led by Eric Bailey
- #57 – Team Des Moines, led by Jean Duffy and Andrew Shimp
- #67 – Team Atlanta, led by Philly Jones, Evan Melcher, and Zack Sadler
- #78 – Team Birmingham, led by Paul Owen and Beau Williams
- #87 – Team Pratico, led by Mike Pratico
- #90 – Team Duex, led by Devyn Duex
- #94 –Team Ball, led by Beryl Ball
View the full Barron’s list is here.
Disclosure: Dream Ridge Capital Group Limited teams named on the “Barron’s 2026 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2025. Neither Dream Ridge Capital Group Limited nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.