In today's complex financial arena, Americans are in pursuit of more than just advice. They seek a reliable partner who can assist them in attaining their financial aspirations. A recent survey reveals that a significant 77 percent of Americans are uncertain about their financial futures, emphasizing the escalating demand for expert guidance.

Partnering with Plant-A Insights Group

Newsweek has joined forces with Plant-A Insights Group to shine a light on Registered Investment Advisers that go beyond the ordinary. These firms offer innovative financial solutions, a firm commitment to fiduciary responsibility, and a client-centric approach. They are at the forefront, providing clients with the expertise, transparency, and personalized attention they desire.

Asset Performance

The growth in assets under management serves as a crucial indicator of a firm's financial performance and the health of its client base. It is a cornerstone of advisory excellence. Our scoring model takes into account both short-term (September 2024 vs September 2023) and long-term (Compound Annual Growth Rate from September 2019 to September 2024) measures of asset growth. Firms that demonstrate consistent growth in assets are more likely to be trusted by clients and stand out in the competitive financial landscape. For example, Facet Wealth has shown remarkable asset performance over the years, with its clients reaping the benefits of a well-managed portfolio. This not only helps individuals and businesses grow their wealth but also instills confidence in their financial decisions.

Client Performance

Great advisory firms are those that retain their clients and attract new ones. We consider both short-term (September 2024 vs September 2023) and long-term (Compound Annual Growth Rate from September 2019 to September 2024) measures of client base growth or shrinkage. Sarofim Trust Co., for instance, has a proven track record of maintaining a loyal client base while also expanding its reach. By focusing on client satisfaction and providing personalized services, these firms ensure that their clients feel supported and informed, enabling them to reach new heights in their financial potential.

Adviser Expertise and Client Ratio

The credentialed expertise of each firm and their client-to-adviser ratio are important factors. Firms with highly qualified advisers and a balanced client-to-adviser ratio are better equipped to handle diverse financial needs. Shade Tree Advisors excels in this aspect, with a team of highly skilled advisers who provide personalized advice to each client. This ensures that clients receive the best possible guidance and support, leading to better financial outcomes.

Breadth of Service Offerings

Top firms offer a comprehensive range of related services to their investors. We consider the number of other wealth advisory services such as financial planning and pension consulting services. By providing a wide range of services, firms can meet the diverse needs of their clients and add value to their overall financial portfolios. For example, a firm that offers both investment management and financial planning services can help clients develop a holistic financial strategy.

Conflicts of Interests

The best advisory firms work hard to prevent conflicts of interest. Firms with such conflicts are penalized in our scoring model. This ensures that clients' interests are always at the forefront and that they receive unbiased advice. By maintaining a high level of integrity and transparency, these firms build trust with their clients and stand out in the market.We have analyzed over 15,000 financial advisories registered with the SEC and scored them based on these factors. The top 750 Financial Advisory Firms have been recognized as America's Top Financial Advisory Firms 2025. We hope this ranking serves as a valuable guide in helping you and your family achieve a brighter financial future.