In today's financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. According to a recent survey, over 77 percent of Americans feel uncertain about their financial future, highlighting the growing need for expert guidance.
The companies on America's Top Financial Advisory Firms 2025 are leading the charge, providing clients with the expertise, transparency and personalized attention they're looking for. These firms are not only helping individuals and businesses grow their wealth but empowering them to navigate complex financial decisions with confidence.
Newsweek is partnering with Plant-A Insights Group to highlight Registered Investment Advisers that go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach.
We analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest.
Companies like Facet Wealth, Sarofim Trust Co. and Shade Tree Advisors exemplify what it means to be a financial leader in today's market. When clients feel supported and informed, their financial potential can reach new heights.
We hope this ranking helps guide you toward a brighter financial future for you and your family.
LICENSING
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AUM = Assets Under Management / CAGR = Compound Annual Growth Rate
Star Rating | Name | Total AUM Range - Sep 2024 | AUM CAGR over 5 years* | Main Office City | Main Office State | Profile |
|---|---|---|---|---|---|---|
| ★★★★★ | Facet Wealth | $1 Billion - $5 Billion | more than 100% | Baltimore | Maryland | |
| ★★★★★ | Sarofim Trust Co. | $5 Billion - $10 Billion | 60%-70% | Houston | Texas | |
| ★★★★★ | Apollon Wealth Management | $5 Billion - $10 Billion | 80%-90% | Mount Pleasant | South Carolina | |
| ★★★★★ | The Cynosure Group | $1 Billion - $5 Billion | 30%-40% | Salt Lake City | Utah | |
| ★★★★★ | Shade Tree Advisors | $500 Million - $1 Billion | 90%-100% | Saratoga Springs | New York | |
| ★★★★★ | Cresset Asset Management | over $10 Billion | 60%-70% | Chicago | Illinois | |
| ★★★★★ | BCP Advisors | up to $250 Million | 90%-100% | Miami | Florida | |
| ★★★★★ | Econologics Financial Advisors | up to $250 Million | more than 100% | Largo | Florida | |
| ★★★★★ | Shuster Advisory Group | $5 Billion - $10 Billion | more than 100% | Pasadena | California | |
| ★★★★★ | RMR Wealth Builders | $1 Billion - $5 Billion | 60%-70% | Montclair | New Jersey | |
| ★★★★★ | XP Advisory US | $1 Billion - $5 Billion | 60%-70% | Miami | Florida | |
| ★★★★★ | Geowealth Management | over $10 Billion | 60%-70% | Chicago | Illinois | |
| ★★★★★ | Sage Mountain Advisors | $1 Billion - $5 Billion | 80%-90% | Atlanta | Georgia | |
| ★★★★★ | Advisory Alpha | $1 Billion - $5 Billion | 30%-40% | Holland | Michigan | |
| ★★★★★ | Newday Funds | up to $250 Million | more than 100% | Tiburon | California | |
| ★★★★★ | Innovia Wealth | $1 Billion - $5 Billion | 80%-90% | Grand Rapids | Michigan | |
| ★★★★★ | Axxcess Wealth Management | $5 Billion - $10 Billion | 50%-60% | Carlsbad | California | |
| ★★★★★ | Clear Brook Advisors | $500 Million - $1 Billion | 90%-100% | Boston | Massachusetts | |
| ★★★★★ | Integrated Partners | over $10 Billion | 50%-60% | Waltham | Massachusetts | |
| ★★★★★ | Oneascent Financial Services | $1 Billion - $5 Billion | 40%-50% | Birmingham | Alabama | |
| ★★★★★ | Clearstead Advisors | over $10 Billion | 30%-40% | Cleveland | Ohio | |
| ★★★★★ | Perennial Investment Advisors | $1 Billion - $5 Billion | 40%-50% | Los Angeles | California | |
| ★★★★★ | MMBG Investment Advisors Co. | $1 Billion - $5 Billion | 30%-40% | Miami | Florida | |
| ★★★★★ | Waverly Advisors | over $10 Billion | 30%-40% | Birmingham | Alabama | |
| ★★★★★ | Nest Investments | up to $250 Million | 90%-100% | Conshohocken | Pennsylvania | |
| ★★★★★ | Prosperity | $1 Billion - $5 Billion | 30%-40% | Owings Mills | Maryland | |
| ★★★★★ | Verum Partners | $500 Million - $1 Billion | 30%-40% | Charlotte | North Carolina | |
| ★★★★★ | Pathstone | over $10 Billion | 40%-50% | Englewood | New Jersey | |
| ★★★★★ | Colter Lewis Investment Partners | $1 Billion - $5 Billion | 60%-70% | Greenwich | Connecticut | |
| ★★★★★ | Modera Wealth Management | over $10 Billion | 30%-40% | Westwood | New Jersey | |
| ★★★★★ | Activest Wealth Management | $500 Million - $1 Billion | 30%-40% | Aventura | Florida | |
| ★★★★★ | Highline Wealth Partners | $250 Million - $500 Million | 30%-40% | Sherman Oaks | California | |
| ★★★★★ | CFM Advisors Inc | $1 Billion - $5 Billion | 70%-80% | Hauppauge | New York | |
| ★★★★★ | Fortis Capital Management | $250 Million - $500 Million | 70%-80% | Bellevue | Washington | |
| ★★★★★ | Coyle Capital | $500 Million - $1 Billion | 40%-50% | Lakeway | Texas | |
| ★★★★★ | Martha's Vineyard Investment Advisors | up to $250 Million | 10%-20% | West Tisbury | Massachusetts | |
| ★★★★★ | Wiss Private Client Advisors | $500 Million - $1 Billion | 30%-40% | Florham Park | New Jersey | |
| ★★★★★ | Cannell & Spears | $5 Billion - $10 Billion | 30%-40% | New York | New York | |
| ★★★★★ | Robertson Stephens Wealth Management | $1 Billion - $5 Billion | 50%-60% | San Francisco | California | |
| ★★★★★ | ARI Group | up to $250 Million | - | New York | New York | |
| ★★★★★ | Quartz Partners | $250 Million - $500 Million | 30%-40% | Saratoga Springs | New York | |
| ★★★★★ | Alphacore Capital | $1 Billion - $5 Billion | 50%-60% | La Jolla | California | |
| ★★★★★ | Marquette Associates | over $10 Billion | 30%-40% | Chicago | Illinois | |
| ★★★★★ | CLG LLC | $500 Million - $1 Billion | 30%-40% | Long Beach | California | |
| ★★★★★ | Sprott Asset Management USA | $1 Billion - $5 Billion | more than 100% | Darien | Connecticut | |
| ★★★★★ | Waypoint Capital Advisors | $500 Million - $1 Billion | 30%-40% | Minneapolis | Minnesota | |
| ★★★★★ | Align Impact | $500 Million - $1 Billion | 40%-50% | Santa Monica | California | |
| ★★★★★ | Cerity Partners | over $10 Billion | 30%-40% | New York | New York | |
| ★★★★★ | High Probability Advisors | $500 Million - $1 Billion | 60%-70% | Pittsford | New York | |
| ★★★★★ | Jazz Wealth Managers | $250 Million - $500 Million | 70%-80% | Largo | Florida |
*All firms for which 2019 data was not available, the 5-year AUM CAGR has been represented as "-". Same for all firms with a negative 5-year AUM CAGR.
LICENSING
Are you on the list? Claim your award and learn how to use it.
METHODOLOGY
Plant-A Insights Group and Newsweek have partnered to identify America's Top Financial Advisory Firms 2025. We analyzed over 15,000 Financial advisories registered with the SEC, and then applied the following methodology to identify the best of the best.
We began by shortlisting firms with more than $20 million assets under management (AUM), a minimum of 3 wealth advisors, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records and availability of portfolio management services to individual investors. These shortlisted firms were then analyzed and scored based on the following factors:
• Asset Performance: Growth in assets under management indicates both financial performance and the health of a firm's client base, the cornerstones of advisory excellence. We include both short-term (Sept 2024 vs Sept 2023) and long-term (CAGR Sept 2019 to Sept 2024) measures of asset growth in our scoring model.
• Client Performance: Great advisories retain their clients and attract new ones. We again include both short and long-term measures of client base growth/shrinkage for short term (Sept 2024 vs Sept 2023) and long term (CAGR Sept 2019 to Sept 2024).
• Adviser Expertise and Client Ratio: We include measures that capture the credentialed expertise of each firm as well as their client-to-adviser ratio.
• Breadth of service offerings: Great firms offer a bundle of related services for their investors. We considered the number of other wealth advisory services in our scoring model, such as financial planning services and pension consulting services.
• Conflicts of interests: The best advisories work to prevent conflicts of interest; firms with conflicts of interests are penalized in the scoring model.
We calculate a score for each firm. The top 750 Financial Advisory Firms have been recognized as America's Top Financial Advisory Firms 2025. The performance of firms not included in the ranking is not disputed.
DISCLAIMER
Rankings Placement
Placement in the Rankings (defined below) is a positive recognition based on research of publicly available data sources from the time period in question. Newsweek and Plant-A Insights make no claim to the completeness of the firms examined.
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Nature of the Rankings
The Rankings are prepared by Plant-A and reflect an editorial content piece, based on secondary market research. This includes publicly available data and specific data provided directly to Plant-A. These Rankings are published in conjunction with Newsweek and should be viewed as an editorial work, not as definitive financial or business guidance. The ranking only includes firms that qualify according to the criteria described in this document.
Data Accuracy and Periodicity
The Rankings are generated from Investment Adviser Information Reports data sourced from SEC for the month of September 2024. They are inherently a reflection of historical data and may not include subsequent developments, unforeseen events, or additional data not covered during the research period. The results of this ranking should not be used as sole source of information for future deliberation. The information provides through this list should rather be considered in conjunction with other available information about the financial advisory firm. The quality of financial advisory firms that are not included in the ranking is not disputed.
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