Mesirow Wealth Advisor Brian Lorber Recognized by InvestmentNews as Advisor of the Year (Regional

Mesirow Wealth Advisor Brian J. Lorber has been named the 2026 InvestmentNews Advisor of the Year for the Midwest region, an accolade highlighting excellence in client service and leadership within the independent wealth management space. The recognition underscores the importance of multi-generational planning and innovative portfolio design in a competitive market. For the broader sector, such awards signal the continued strength of employee-owned RIA firms in maintaining high standards of integrity and impact.

Brian J. Lorber, a CFP at Chicago-based Mesirow, was honored as the Regional Advisor of the Year for the Midwest at the 2026 InvestmentNews Awards. The award recognizes professionals who are redefining the future of wealth management through innovation and integrity, following an independent judging process that evaluates excellence in client service, investment guidance, leadership, and community engagement. Mesirow Wealth Management CEO Brian D. Price stated that the honor is a testament to the depth of Lorber’s client relationships and his embodiment of the firm’s core values.

Lorber joined Mesirow in 2010 and possesses 16 years of experience in the investment industry, with a primary focus on portfolio design and planning. He and his team have established deep roots within their client base, in many instances providing advisory services to four generations of the same families. This latest honor adds to a list of previous industry recognitions for Lorber, who was named a Forbes | SHOOK Best-in-State Wealth Advisor in 2025 and 2026, and a Top Next-Gen Wealth Advisor in 2024.

Mesirow Wealth Management, which is ranked as a Barron’s Top 100 RIA firm, reported $14.0 billion in assets under management and advisement as of March 31, 2026. The firm’s approach combines customized, comprehensive wealth plans with expert investment selection across traditional stocks, bonds, and alternative investments. As an independent, employee-owned firm founded in 1937, Mesirow positions itself as a personal, custom alternative to larger financial institutions, focusing on culture and community impact alongside financial goals.

The recognition of Lorber highlights the critical role of trust and collaboration in modern wealth management, particularly as advisors navigate complex life phases for their clients. By emphasizing both technical portfolio expertise and long-term relationship management, Lorber’s success reflects a broader industry shift toward holistic, multi-generational advisory models. This award reinforces Mesirow’s standing in the Midwest market and underscores the value of the independent RIA model in delivering high-touch, specialized financial guidance.