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: 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 and long-term measures of asset growth in our scoring model.
Client Performance: Great advisories retain their clients and attract new ones. We include both short and long-term measures of client base growth/shrinkage for short term and long term.
Advisor Expertise: We include measures that capture the credentialed expertise of each firm as well as their client-to-adviser ratio.
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.
Absence of Conflicts: 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 with the maximum being 100. The top 750 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2025.

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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.

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 data sources deemed reliable and formed based on a methodological analysis of data spanning the last 24 months. 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 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.

This disclaimer is intended to be as broad and inclusive as permitted under the law. If any portion hereof is held invalid or unenforceable, the remainder of the disclaimer shall nonetheless remain in full force and effect. This disclaimer constitutes the entire agreement between you and Plant-A regarding the use of the rankings.

America’s Top Financial Advisory Firms 2025

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