America’s Top Financial Advisory Firms 2027 Methodology Overview

America’s Top Financial Advisory Firms 2027, a collaboration between Newsweek and Plant-A Insights Group, recognizes leading financial advisory firms that help individuals manage their wealth and plan for their financial future.

The study is based on publicly available SEC Form ADV data, and evaluates firms across business growth, advisory capabilities, service offerings and regulatory disclosures. More than 17,000 SEC-registered investment advisory firms were considered in the analysis.

To qualify, firms needed at least $20 million in regulatory assets under management, three employees performing investment advisory functions and five individual clients. Additional screening covered SEC registration history, U.S. location, portfolio management services, specified disciplinary disclosures and public accessibility.

Eligible firms were scored on the following factors:

AUM Growth (60%): Growth in total regulatory assets under management and assets managed for individual clients.

Client Development (15%): Growth in the number of reported individual clients, including high-net-worth and other individuals.

Adviser Expertise and Client Ratio (15%): The share of employees registered as investment adviser representatives and the number of clients across all client types per employee performing investment advisory functions.

Breadth of Service Offerings (10%): The number of selected advisory services, including financial planning and pension consulting.

Conflicts of Interest: Score deductions for specified categories of potential conflicts reported in Form ADV.

Asset and client growth were evaluated using September 2021, September 2025 and September 2026 data, covering one-year growth and five-year compound annual growth rates.

Using a proprietary scoring model, an overall score was calculated for each eligible firm, incorporating AUM growth, client development, adviser expertise and client ratio, breadth of service offerings, and deductions for disclosed potential conflicts of interest. The highest-scoring financial advisory firms were recognized by Plant-A Insights Group and Newsweek as America’s Top Financial Advisory Firms 2027.

A firm’s absence from the ranking should not be interpreted as a negative assessment of its quality, services or capabilities.

Plant-A’s rankings are independent research: no-pay to be ranked, and no placement fee.

Mark Fonville
CEO and Senior Financial Advisor
At Covenant Wealth Advisors, we utilize a disciplined and evidence-based approach to help clients confidently navigate financial uncertainties.
Lauren Mink
VP Wealth Management Advisor
TerraWealth stands apart by prioritizing unbiased, tailored solutions designed to meet each client’s unique needs. Our cutting-edge technology and holistic approach ensure clients receive personalized strategies and transparent, relationship-driven service that empowers their financial journey. 
Peter Karmin
Managing Member CIO
Fort Sheridan Advisors employs a client-centric approach to investment management, tailoring strategies to each individual’s unique financial situation and goals. This personalized investment strategy is designed to align with clients’ specific needs, risk tolerance, and long-term objectives.

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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.​

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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 data sources deemed reliable and are formed based on a methodological analysis of such data. 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.

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 investment, 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.​

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Plant-A Insights Group and GIST IMPACT have partnered with Newsweek to determine America’s Greenest Companies 2025. “America’s Greenest Companies 2025” recognizes the top 500 companies for their advancements in managing their sustainability footprint. The ranking of America’s Greenest Companies recognizes the top 500 companies in the USA based on environmental sustainability. The list is derived from research and analysis of public data of organizations (both public and private) in the USA, that meet the minimum standards set by the European Union, widely regarded as the most advanced set of standards globally). Only companies with publicly disclosed sustainability data as of July 31, 2024, were considered.
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