Andrew Schultz Net Worth

Andrew Schultz Net Worth: An Insight into the Accomplishments of a Leading Private Wealth Advisor


In the realm of wealth management, few names resonate as strongly as Andrew Schultz. As a distinguished Private Wealth Advisor and the visionary behind the Schultz Group at Morgan Stanley Private Wealth Management, Schultz has carved a niche for himself in Miami Beach, Florida. This article delves into Schultz’s remarkable journey, accolades, and contributions in the dynamic landscape of financial advisory.

Unveiling the Accolades

Forbes Rankings

America’s Top Wealth Advisors (2023) – #209

In the prestigious realm of wealth advisory, Andrew Schultz has secured an impressive #209 ranking on Forbes’ coveted list of America’s Top Wealth Advisors for the year 2023. This accolade, independently determined by Shook Research, stands as a testament to his unwavering commitment and expertise in serving his clients.

Forbes Best-In-State Wealth Advisors (2023) – #4

Within the thriving financial hub of Florida, specifically Miami, Andrew Schultz has claimed the #4 spot on Forbes’ esteemed Best-In-State Wealth Advisors list for 2023. This recognition, powered by Shook Research’s data compilation, highlights Schultz’s prowess in navigating the intricacies of wealth management.

The Man Behind the Profile

Andrew Schultz: A Visionary Leader

Andrew Schultz is not merely a name on a list; he is a visionary leader who has elevated the standards of financial advisory. As the Founder of the Schultz Group, he leads a dedicated team of professionals committed to delivering prudent financial guidance and unparalleled customer service to a select group of financially accomplished individuals and their families.

A Legacy of Expertise

Boasting over three decades of experience, Andrew Schultz has meticulously crafted a reputation for tailoring investment strategies to meet the diverse needs and aspirations of his esteemed clientele. His journey with Morgan Stanley began in 1991, and his remarkable journey within the organization was marked by his induction into the exclusive Chairman’s Club in 2002.

A Tapestry of Awards

A Barrage of Accolades

The tapestry of Andrew Schultz’s career is adorned with a multitude of accolades that underscore his expertise and dedication.

Barron’s Top 1200 Financial Advisors (2023)

Schultz’s prowess extends beyond a single year. His recognition in Barron’s list of Top 1200 Financial Advisors for 2023 is a testament to his consistent excellence.

Forbes Top 200 Financial Advisors (2016) and Forbes Top 250 Financial Advisors (2023)

From the Forbes roster, Schultz secured his place in the Top 200 Financial Advisors list in 2016 and further cemented his status with a spot in the Top 250 Financial Advisors list for 2023.

Forbes Best In State Wealth Advisors (2023)

His recognition in Forbes’ Best In State Wealth Advisors for 2023 is a reflection of his ability to navigate the unique financial landscape of Miami, Florida.

A Legacy of Expertise

Elevating Financial Advisory

Andrew Schultz’s journey is more than a compilation of accolades. It embodies a commitment to elevating the field of financial advisory. His role within Morgan Stanley Private Wealth Management has not only shaped his clients’ financial destinies but also inspired a legacy of excellence within the industry.

Connecting with Andrew Schultz

For those seeking financial guidance of the highest caliber, connecting with Andrew Schultz is a gateway to personalized expertise. With assets under management reaching $961 million, Schultz is equipped to navigate a range of financial aspirations and complexities.

To embark on a journey of financial empowerment, contact Andrew Schultz:

  • Email:
  • Phone: (305) 695-6116
  • Address: 1691 Michigan Ave, Miami Beach, Florida 33140


Andrew Schultz’s net worth extends far beyond monetary calculations; it is woven with years of dedication, expertise, and a commitment to shaping financial futures. From Forbes accolades to Barron’s recognition, Schultz’s career serves as an inspiration in the realm of wealth advisory. His legacy is not merely a number on a balance sheet, but a testament to the impact that dedication and proficiency can make in the lives of clients and the industry at large.