America’s Top Financial Advisory Firms 2026 Methodology Overview

America’s Top Financial Advisory Firms 2026 recognizes the leading financial advisory firms in the United States based on their performance across multiple key indicators of advisory excellence. The study, conducted by Plant-A Insights Group in partnership with Newsweek, evaluated over 16,000 financial advisories registered with the SEC.

Only firms with more than $20 million in assets under management (AUM), at least three wealth advisers, five individual clients, and a minimum of two years of SEC registration were considered. Firms with disciplinary disclosures were excluded.

The shortlisted firms were analyzed on several dimensions:

  • Asset Performance: Growth in assets under management, capturing both short-term and long-term financial performance.
  • Client Performance: Client base growth and retention over short and long terms.
  • Adviser Expertise and Client Ratio: Measures reflecting adviser credentials and client-to-adviser ratio.
  • Breadth of Service Offerings: Range of wealth advisory services such as financial planning and pension consulting.
  • Conflicts of Interest: Firms demonstrating minimal conflicts of interest scored higher.

Each firm received a composite score out of 100. The top 1,000 firms achieved recognition as America’s Top Financial Advisory Firms 2026.

Jami Stromberg

Brooklyn Park Pet Hospital, DVM Hospital Administrator

Our veterinarians have special interest in dentistry, dermatology, internal medicine, exotic animal medicine, and behavior. A boarded chiropractor provides care for our patients here..

Dr. Alissa Fairlie

Creature Comforts Animal Hospital, Medical Director,
Founder and President

Creature Comforts Animal Hospital is proud to maintain a state-of-the-art facility with full digital x-ray services, surgical suite and ultrasound. We also have a large supply of herbal supplements..

Dr. Frances Ramires

Country Oaks Veterinary Clinic, DVM, Veterinarian and
Owner 

At Country Oaks, not only do we focus on the patient, follow the standards of care in veterinary medicine, and are AAHA Accredited, we focus on the client too. We are different because we treat the pet and owner like family..

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Project 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.

Intellectual Property Rights
All content within the rankings (“rankings”) is the exclusive property of Plant-A Insights Group LLC (“Plant-A”). This work, including all data, analyses, and derived rankings, is copyrighted under United States and international copyright laws. Unauthorized use, including but not limited to the publication, reproduction, modification, distribution, transmission, or display of any material without the prior written consent of Plant-A, is strictly prohibited.

Nature of the Rankings
The rankings are prepared by Plant-A and reflect an editorial content piece, based on both primary and 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.

Data Accuracy and Periodicity
The Rankings are generated from Investment Adviser Information Reports data sourced from SEC for the month of September 2025. 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.

No Endorsement or Quality Assurance
Plant-A does not endorse nor validate the business practices or the standing of the ranked companies. The inclusion or exclusion of any company in the Rankings should not be used as a basis for Financial, business, or other decisions. All decisions based on any information presented in the Rankings should be made in conjunction with other available information and independent advice.

Disclaimer of Liability
Plant-A its subsidiaries, and their respective officers, directors, employees, and agents (collectively, the “Plant-A Parties”) disclaim all liability and responsibility for any errors or omissions in the rankings, or for any actions taken based on the contents of this publication. Neither Plant-A nor Newsweek guarantees the completeness or accuracy of the information contained in the rankings.

By accessing, using, or relying upon the Rankings, you waive all claims and have no recourse against Plant-A Parties for any alleged or actual infringements of any rights of any party, including privacy rights, proprietary rights, intellectual property rights, rights of publicity, rights of credit for material or ideas, or any other rights, including the right to approval of uses such as copy that may be deemed to be distorted, derogatory, or offensive.

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America’s Top Financial Advisory Firms 2025

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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