America’s Top Financial Advisory Firms 2025 honors Registered Investment Advisers that go above and beyond—delivering innovative financial strategies, upholding fiduciary standards, and maintaining a strong client-first philosophy.
To be considered, firms needed to meet key eligibility criteria: over $20 million in assets under management (AUM), a minimum of three wealth advisors, at least five individual clients, and a minimum of two years of SEC registration. Eligible firms were further screened for clean disciplinary records and the availability of portfolio management services for individual investors.
More than 5,000 advisory firms were evaluated and scored based on the following factors:
The list of awarded firms can be found here.
Summit Global Investments, President
The SGI Managed Risk Approach is a disciplined, proprietary investment process designed to balance downside protection with upside potential, minimizing surprises in client portfolios..
Fort Sheridan Advisors, CIO
We believe that our clients should define the level of involvement they want in their financial planning and investment management. Whether a client prefers to be highly engaged in every decision or entrusts us..
Alaska Wealth Advisors, CEO
Every client is different, so it is critically important that we learn about their specific financial needs, as well as understand their short and long-term goals..
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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 to identify the best of the best. This ranking recognizes the top Registered Investment Advisors (RIAs) with more than $20 million in assets under management, out of more than 15,000 firms evaluated. Financial advisory firms are scored and ranked based on Asset Performance, Client Performance, Advisor Expertise, Service Offerings & Absence of Conflicts.
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