The Green Jade Group at Morgan Stanley, a wealth management team based in Morristown, has been named to Forbes’ 2026 list of America’s Best-In-State Wealth Management Teams, the firm announced.
The recognition marks the Green Jade Group’s fourth consecutive year on the Forbes Best-In-State Wealth Management Teams list.
The Green Jade Group said the recognition appears on Forbes’ “Best-In-State Wealth Management Teams” ranking for 2026. The ranking was developed by SHOOK Research and evaluated teams through in-person, virtual and telephone due diligence meetings.
The assessment considers a range of qualitative and quantitative measures, including best practices, client retention, industry experience and credentials, along with a review of compliance records and firm nominations. SHOOK’s methodology also incorporates quantitative criteria such as assets under management and revenue generated for firms, the Green Jade Group said.
“I am pleased that the Green Jade Group is representing Morgan Stanley,” Sarah Pittman, market executive of Morgan Stanley’s Morristown office, said in a statement. “To be named to this list recognizes the Green Jade Group’s professionalism and dedication to the needs of their valued clients.”
Morgan Stanley Wealth Management provides brokerage and investment advisory services and offers financial and wealth planning, cash management and lending products and services, as well as annuities and insurance, retirement and trust services, the company said.
Forbes’ Best-In-State Wealth Management Teams list was awarded in January 2026, according to the ranking disclosure included with the announcement. The evaluation period cited was March 31, 2024, through March 31, 2025.
The disclosure also states that neither Morgan Stanley Smith Barney LLC nor its financial advisors or private wealth advisors paid a fee to SHOOK Research for placement on the rankings. It further notes that investment performance is not a criterion and that the rankings reflect the opinions of SHOOK Research LLC. The disclosure adds that the recognition is not indicative of future performance and may not be representative of any one client’s experience.
