The Top Financial Advisors in the USA

FEB 10, 2025 —

 

Jump to Winners | Jump to Methodology

MVPs of AUM and client growth 

It has been a trying time for advisors across the United States, with geopolitical uncertainty, low interest rates, and a fractious election all creating waves. The best advisors have had to reassure clients and devise ways to navigate through these waters.

Dave Goodsell, executive director at the Natixis Center for Investor Insight, underlines the difficulties in finer detail.

He says, “Investment assumptions are being tested by lower inflation, lower rates, and slowing growth; clients are demanding more specialized services while holding high expectations for investment performance; and portfolio construction is becoming more complex as advisors adopt a wide range of new products and look to incorporate private investments in their strategies.”

Performing in this environment showcases the skills of InvestmentNews’ Top Advisors 2025, who were nominated by industry insiders and then recognized for their AUM and client growth.

As a cohort, between August 2023 and August 2024, the Top Advisors have delivered a combined:

  • 19 percent in AUM growth

  • 10 percent in client growth

  • oversight of $77,154,581,827 AUM

The Top Advisors are quick to admit they have relied on their teams’ expertise and support to enable their outstanding performance. That team ethic, along with an appreciation and use of technology, is a commonality. What separates the best is their ability to master client communication and the emotional side of the business.
 

Top Advisors of 2025


Some of those honored by IN reveal what makes them stand out among a competitive and crowded advisor market.
 

Jeff DeHaan - Clearwater Capital Partners
AUM growth: 28 percent
Client growth: 8 percent
Location: Hoffman Estates, IL

 

The managing partner of the firm’s private wealth management business line puts his success down to ensuring clients are comprehensively catered for.

“It’s not taking the easy or quick answer, but really digging in with our client families, getting to know the ins and outs of the totality of their financial world, so that we can make the right recommendations to them from a broader context. We want the right answer, not the quick and easy one, so that our clients have the best chance of success possible,” says DeHaan.

 

Jeffrey DeHaan, Clearwater Capital Partners
“The vast majority, if not all, of our new client relationships come from referrals”
Jeff DeHaanClearwater Capital Partners

 

Ted Lauzen - Grey Fox Wealth Advisors
AUM growth: 67 percent
Client growth: 90 percent
Location: Rockland, DE

 

While stationed in Afghanistan’s Helmand Province, Lauzen flew 127 combat missions as a light attack helicopter pilot for the US marines. This is the mindset he brings to the table with his clients today.

He says, “One of the things I loved in that role was being able to bring stability, show up on the battlefield, and build confidence in the folks that they were going to get out safely. There is a similar value set with being in the trenches with folks on the private wealth management side. We’re always in the boat with our clients and it’s incredibly important for folks to have trusted, hardworking, and smart advisors in the tough times.”

 

Ted Lauzen, Grey Fox Wealth Advisors
“I absolutely love what I do, and I'm consistently excited to pick up phone calls to dive into projects and find that result. My job is to handle the hassle and the client’s job is to enjoy the fruits of their efforts”
Ted LauzenGrey Fox Wealth Advisors

 

Wayne McCormick - McCormick Wealth Management of Steward Partners
AUM growth: 26 percent
Client growth: 18 percent
Location: Manchester, NH

 

McCormick’s difference marker is working with a team and studying how they can refine their operations.

“I’ve got two associates who are integral parts of my team. One thing that sets us apart and helps our growth is that we spend a lot of time thinking about processes and how we can make things more efficient,” he says. 

“I have always viewed the competence of an advisor and access to investments to be table stakes. Everybody’s got letters after their name, everybody’s got some investment strategy. But we constantly ask, what’s the extra that we can provide? We do a tremendous amount thinking outside the box and around the corners for the things that clients haven’t seen or thought of.”

 

Wayne McCormick, McCormick Insurance Solutions
“I always like to tell clients, I shouldn’t care more about your money than you do. It’s important that your advisor cares about it, but it’s really important that you care about it”
Wayne McCormickMcCormick Wealth Management of Steward Partners

 

Tim DiSette – Infinitas LLC
AUM growth: 48 percent
Client growth: 16 percent
Location: Overland Park, KS

 

Growing up in a farming family business shaped his outlook and values, which are the bedrock of his success.

He says, “I grew up working alongside people in a manufacturing and agriculture type of environment. I always felt that starting out working side by side with real people who work hard for a living every day, since the time I was about 12 years old, instilled a little bit of compassion for people who work hard every day, and I have translated that over to managing their money.”

 

Tim DiSette, Infinitas LLC
“In today’s age of technology, we would not be able to be the financial planners we are if [we] didn’t have younger people around [us] with great technical skills when it comes to technology”
Tim DiSetteInfinitas LLC

 

Gregory Guenther – GRANTvest Financial Group
AUM growth: 34 percent
Client growth: 133 percent
Location: Matawan, NJ

 

Guenther, a broad-based financial planner with a special emphasis on comprehensive financial and retirement planning, admits his family and friends think he’s “a nerd and workaholic.” Caddying at a golf country club exposed him to finance and formulated his approach.

“I just love to educate people and help them do better in life. It’s my goal to help clients achieve financial comfort and freedom through strategy and planning. I want to bring common sense financial advice that can be implemented into my client’s daily lives,” he says.

 

Gregory Guenther, GRANTvest Financial Group
“Our formula for success hasn’t veered since day one: put the client first and always do the right thing. It seems so simple, but we have consistently focused on this as our north star and it remains the center of everything”
Gregory GuentherGRANTvest Financial Group

 


 

How the Top Advisors drove growth


Early to spot opportunities, McCormick brought on another partner last year after realizing that he and his other advisors were reaching capacity. 

“In order to continue our level of service, we needed to bring on a really good third partner and it took nine months of looking and interviewing,” he says.

Around 75 percent of the firm’s clientele are nearing retirement, with the remainder being young professionals. Taking on a new client is as carefully thought out for McCormick as hiring new staff members.

This considered approach enables him to keep delivering and boosting his reputation.

“I measure potential clients not necessarily by their assets. They might not be a good fit if they’re looking for a service that we don’t offer, or I just don’t think it’s going to be a good personality match. I’m a big believer in clients for life. We don’t lose clients unless they pass away,” McCormick says. 

“I tell clients upfront, ‘I expect to be working with you for years, if not decades, to come.’ I want to make sure it is a good fit and sometimes it isn’t, so we shake hands and part as friends.”

DiSette is clear with all clients that his firm is a cash-flow-based financial planning operation that looks holistically at every aspect of its situation, including estate planning, charitable planning, investments, insurance, and whether they have a business. While that remains stable, he has been able to grow by engaging external consultants.

“When you feel like you’re hitting that ceiling of complexity, whether it be with a financial planning process and you need to evaluate some new technology, or from a marketing process, you need to get a second opinion,” he says.

The most recent review, which has driven recent growth, helped DiSette’s firm refine workflows and its onboarding process for new clients.

He says, “I don’t work with other financial planning firms. There’s a lot of great firms, but I don’t know how they do it. But an external consultant can give you a great perspective, see your blind spots, and teach you how to overcome those.”

The cornerstone of Lauzen’s growth has been a focus on a high, responsive service. He says, “It is taking care of people spectacularly well and far exceeding expectations on a day in and day out basis, which continues to build the long-term trajectory.”

Part of this has been adding new advisors who can offer Lauzen support and bring efficiencies. But he admits it has been challenging to find smart, hardworking candidates who enjoy the process of diving in and tackling problems.

“These aren’t knick-knacks being sold. These are the hard-earned assets of a lifetime, and often multigenerational lifetimes of effort. So, it’s a distinct privilege to be able to shepherd growth over time,” he says.

While growth is positive, it does open up another set of challenges.

“It’s one of the double-edged swords of success. I never want my clients to suffer because of the success I’ve had or because I’m good at what I do,” says DeHaan. “Managing growth is one of the hardest things that any business has to do and making sure that we can maintain the standard that we expect of ourselves, let alone what our clients expect.”

Outside of efficient processes and value-adding tech, DeHaan is meticulous in adding new advisors and is adamant that they need to appreciate the standards they should offer to clients.

He says, “There are two non-negotiables when we’re hiring; one is character. I have to be able to trust them and be comfortable that if I were the client and were passed to this new person, I would trust them to take care of my family. If not, then they’re not taking care of our client family. Character is huge for us, and then the other side of it is competency.”

Being relatable and connected with clients is also something Guenther draws on. He puts his growth down to a trifecta: organically from current clients and their family referrals, online branding and marketing, and building key relationships with centers of influence.

Guenther adds, “I implement a listen-first approach, which leads to asking thoughtful and insightful questions.”


 

Softer skills


DeHaan is quick to acknowledge how the last 12 to 18 months have been a trying time. He has made a concerted effort to support clients and enable them to block out the noise of political and social upheaval by reminding them that their financial plan is still being executed. 

He says, “There’s a lot on people’s plates to digest. We’ve been feeling that with our client base of just having to do a little bit more hand holding, even though things are going really well from a market perspective.”

And he continues, “A lot of our clients are experiencing record years for their businesses and yet there’s still this overshadowing feel of negativity. It’s easy to miss those good things if you’re so focused on the bad things, but we’re there to tell them, ‘Here’s where we are, here’s where that means you need to get to, and here’s how we’re going to get there.’”

DiSette has opted to ensure client satisfaction by running a diverse and adaptable structure. He’s done this by ensuring part of his team is younger, including his two sons, and brings a fresh perspective. 

“I think a majority of my clients would say that they almost prefer working with the younger people in our organization,” he says.

The key to the strategy is the firm rarely manages clients singularly.

“It means they really understand the approach that we take and there are multiple relationships in the organization with people with different skills,” explains DiSette.

In McCormick’s office, a weekly meeting is held on Tuesdays to discuss processes.

“Nothing is off the table, there’s no process that’s above scrutiny, and we have a clearly defined process to analyze our processes. In the meetings, we ask, ‘What’s going on in the markets? What are our forecasts? What’s going on with the election? What’s going on with the Fed? Are there any developments in the insurance world or estate planning?’ We make sure that we’re all speaking with a consistent message.”

While it may be time consuming to keep adjusting, it actually makes things run more smoothly.

McCormick says, “Those baseline processes allow us to not get mired in the weeds when a client has a very specific request or a specific need. We’ve got the bandwidth to be thinking about that ahead of time for them, because we’re not spending all of our time on the basics of running a financial services firm.”

Ensuring a consistent culture is also important for Lauzen, who embodies the firm’s values, which extend to competence, care, and people who are excited to work hard for others.

“It’s in the service to others that I think we really capture the intent of long-term finance of building for others,” he says.

This extends to leaning into situations where clients may have tricky problems or situations to unpick.

“At Grey Fox, we really talk about being the ones who love to take the responsibility for that hot potato and say, ‘Hey, I’m going to take this. I’ve got the skill and the enthusiasm to take responsibility for this and to get it done for the person.’”

Another arm of Lauzen’s vision is ensuring he shapes the firm into a refined and well-honed unit, delivering a consistent enterprise of business and value.

He says, “We continue to refine that process. It’s been neat to designate roles and to optimize the right people in those right seats.”

 


 

The Top Financial Advisors in the USA | Top Advisors

 

Top Advisors in the USA 

 
  • Adam Dunbar
    Steward Partners
  • Alex Karkeek
    Cassaday & Company, Inc. 
  • Ali Mandalinci
    Steward Partners
  • Amy S. Sabin
    Valiant Private Wealth
    Steward Partners
  • Andrew Altfest
    Altfest Personal Wealth Management
  • Andrew Flinton
    Retirement Investment Advisors Inc.
  • Anthony E. Consiglio
    The Consiglio Osmanski Hienz Group
    Robert W. Baird & Co. Inc.
  • Beth Cohen Rosenwald
    Rosenwald Private Wealth
    RBC Wealth Management
  • Brent L. Trentham
    TSG Financial Advisors
    Ameriprise Financial Services LLC
  • Carl Gordinier
    Main Line Wealth Management
    Merrill Lynch
  • Carl J. Zuckerberg
    RZH Advisors LLC
  • Carol Ringrose Alexander
    Retirement Investment Advisors Inc.
  • Carolyn Taylor
    Weatherly Asset Management LP 
  • Chad R. Osmanski
    The Consiglio Osmanski Hienz Group
    Robert W. Baird & Co. Inc.
  • Christopher C. Crotty
     Sunset Adventures Wealth Advisors 
    Ameriprise Financial Services LLC
  • Chris Giovinazzo
    Accelerate Retirement
  • Christopher Mellone
    VLP Financial Advisors
  • Christopher Krell
    Cassaday & Company Inc.
  • Christopher Rivers
    Armstrong Fleming & Moore Inc.
  • Christopher Young
    Cassaday & Company Inc.
  • Chris Vizzi
    South Coast Investment Advisors
  • Cody Klein
    SageView Advisory Group: Westlake Village
    SageView Advisory Group
  • Darrell Pennington
    Pennington Wealth Management
    Ameriprise Financial Services LLC
  • David Jeffrey Roberts
    MavenCross Wealth Advisors®
    Ameriprise Financial Services LLC
  • David W. Nicholson
    Nicholson, Smith & Associates
    Merrill Lynch
  • Dominic Hubert
    Schmidt Financial Management
  • Dustin Blodgett
    Insight Capital Management
  • Elizabeth Thorley
    Thorley Wealth Management Inc.
  • Emily Boothroyd
    Merit Financial Advisors
  • Eric Raether
    Canopy Wealth Management
  • Evan Schmidt
    Schmidt Financial Management
  • Frank V. Hibbard 
    Hibbard Wealth Management Group
    Steward Partners
  • Holly B. Carroccio
    Nexus Advisors
    MML
  • Inder S. Anand
    Anand & Associates
    Ameriprise Financial Services LLC
  • James Bogart
    Bogart Wealth
  • Jason Bowens
    BBRK Wealth Management Group
    Merrill Lynch
  • Jason Kirchmeier
    Legacy Financial Partners
    Ameriprise Financial Services LLC
  • Jason M. Klein
    OsborneKlein
    Ameriprise Financial Services LLC
  • J. Christopher Boyd
    AMR Team
    Wealth Enhancement Group
  • Jeffrey Corliss
    RDM Financial Group
    Hightower Advisors
  • Jeremy DiTullio
    Cleveland Financial Group
    Osaic FA
  • Jeremy Paul
    Perigon Wealth Management
  • Jerry Davidse
    Presilium Private Wealth
  • Joel Mittelman
    Mittelman Wealth Management
  • John Litscher
    The Capital Group
    Osaic Wealth
  • John Loyd
    The Wealth Planner
    LPL
  • Joseph A. Di Vito Jr.
    The Di Vito Consulting Group
    RBC Wealth Management
  • Joseph F. Bert
    Team B
    Certified Financial Group/Certified Advisory Corp.
  • Joshua Ulmer
    Graystone Consulting
    by Morgan Stanley - Pacific Mountain
  • Judy Van Arsdale
    SageView Advisory
  • Justin Eccleston
    Merit Financial Advisors
  • Justin Harris
    Cassaday & Company Inc.
  • Justin Mitchell
    Adams Brown Wealth Consultants LLC
  • Ken Schapiro
    Condor Capital Wealth Management
  • Kevin Ehlers
    Polaris Wealth Group
    Ameriprise Financial Services LLC
  • Kyle Thompson
    San Jose Office
    SageView Advisory Group
  • Laura K. Schilling
    Financial Innovations LLC
  • Lily Ku
    Lily Ku, CFPA®, MBA/Senior Vice President, Financial Advisor
    Wealth Enhancement Group
  • Matthew L. Monger
    Monger & Associates
    Merrill Lynch
  • Matthew Lytell
    Riverwalk Wealth Advisors
    Northwestern Mutual
  • Matt MacLean
    Affirm Wealth Advisors
    Ameriprise Financial Services LLC
  • Matt Price
    The Price Group
    Steward Partners
  • Max Baer
    Merit Financial Advisors
  • Mike Absher
    Absher Wealth Management LLC
  • Mike Delgass
    Wealthspire Advisors
  • Monish Verma
    Vardhan Wealth Management
  • Nathan Pugliese
    The MACRO Team
    Wealth Enhancement Group
  • Neal A. Thompson
    Thompson Wealth Management
  • Neal McGrath
    Carson Wealth – Pittsburgh
  • Nicholas Harris
    Cassaday & Company Inc.
  • Nicholas Lamb
    Lamb & Associates
    SageView Advisory Group
  • Paul C. Carbetta II
    Comprehensive Wealth Partners
    Ameriprise Financial Services LLC
  • Paul Mass
    Clearview Financial Solutions
  • Randall S. Linde
    AGP Wealth Advisors
    Ameriprise
  • Randy L. Thurman
    Retirement Investment Advisors Inc.
  • Riley Crosbie
    Adams Wealth Advisors
  • Rob Shick
    The Shick Group
    Baird
  • Ryan Fleming, CFP
    Armstrong, Fleming & Moore
  • Sam G. Huszczo, CFA, CFP
    SGH Wealth Management
  • Sandra Field
    Asset Planning Inc.
  • Sarah Springer
    The Planning Group of the Northwest
    RW Baird
  • Scott Meyer
    Merit Financial Advisors
  • Stephan Quinn Cassaday
    Cassaday & Company Inc.
  • Stephen C. Craffen
    Wealth Enhancement Group - Atlas Team
    Wealth Enhancement Group
  • Syed Nishat, CFP, CPFA, BFA
    Wall Street Alliance Group
  • Terrence McMahon 
    Lechner-Altieri-McMahon Team
    Morgan Stanley
  • Thomas Moran
    Moran Wealth Management
  • Timothy J. Ralph
    Merit Financial Advisors
  • Timothy P. McGrath
    Riverpoint Wealth Management
  • Tom Bakamus
    Merit Financial Advisors

Top Advisors in the USA - Listing in order

  • 1. Randall S. Linde
    AGP Wealth Advisors
    Ameriprise

  • 3. Terrence McMahon
    Lechner-Altieri-McMahon Team
    Morgan Stanley
  • 4. Jason M. Klein
    OsborneKlein
    Ameriprise Financial Services LLC
  • 5. Joshua Ulmer
    Graystone Consulting
    by Morgan Stanley - Pacific Mountain

  • 7. Stephan Quinn Cassaday
    Cassaday & Company Inc. 

  • 9. Syed Nishat, CFP, CPFA, BFA
    Wall Street Alliance Group
  • 10 (tie). Brent L. Trentham
    TSG Financial Advisors
    Ameriprise Financial Services LLC
  • 10 (tie). Christopher Young 
    Cassaday & Company Inc.
  • 12. Jason Bowens
    BBRK Wealth Management 
    Group Merrill Lynch
  • 13 (tie). Carl J. Zuckerberg
    RZH Advisors LLC
  • 13 (tie). Matthew Lytell 
    Riverwalk Wealth Advisors
    Northwestern Mutual
  • 15. Jeremy Paul
    Perigon Wealth Management
  • 16. Ken Schapiro
    Condor Capital Wealth Management
  • 17 (tie). Kevin Ehlers
    Polaris Wealth Group
    Ameriprise Financial Services LLC
  • 17 (tie). Thomas Moran
    Moran Wealth Management
  • 19 (tie). James Bogart
    Bogart Wealth
  • 19 (tie). Mike Delgass
    Wealthspire Advisors
  • 21. Jerry Davidse
    Presilium Private Wealth
  • 22. Lily Ku
    Lily Ku, CFPA®, MBA/Senior Vice President, Financial Advisor
    Wealth Enhancement Group
  • 23. Sarah Springer
    The Planning Group of the Northwest
    RW Baird
  • 24. David Jeffrey Roberts
    MavenCross Wealth Advisors®
    Ameriprise Financial Services LLC
  • 25. Carolyn Taylor
    Weatherly Asset Management LP 

  • 27. Mike Absher
    Absher Wealth Management LLC 
  • 28 (tie). Christopher Krell
    Cassaday & Company Inc.
  • 28 (tie). Justin Harris 
    Cassaday & Company Inc.
  • 30. Sam G. Huszczo, CFA, CFP
    SGH Wealth Management 
  • 31. Carl Gordinier
    Main Line Wealth Management
    Merrill Lynch
  • 32. Jeffrey Corliss
    RDM Financial Group
    Hightower Advisors
  •        33. Joseph A. Di Vito Jr.
    The Di Vito Consulting Group
    RBC Wealth Management
  • 34. Neal McGrath
    Carson Wealth – Pittsburgh
  • 35. John Litscher
    The Capital Group
    Osaic Wealth
  • 36. Beth Cohen Rosenwald
    Rosenwald Private Wealth
    RBC Wealth Management

  • 38. Nicholas Harris
    Cassaday & Company Inc.
  • 39. Monish Verma
    Vardhan Wealth Management
  • 40. Darrell Pennington
    Pennington Wealth Management
    Ameriprise Financial Services LLC
  • 41. Judy Van Arsdale
    SageView Advisory

  • 43. Scott Meyer
    Merit Financial Advisors
  • 44 (tie). Alex Karkeek
    Cassaday & Company, Inc. 
  • 44 (tie). Joseph F. Bert
    Team B
    Certified Financial Group/Certified Advisory Corp.
  • 44 (tie). Paul C. Carbetta II
    Comprehensive Wealth Partners
    Ameriprise Financial Services LLC
  • 47 (tie). Nicholas Lamb
    Lamb & Associates
    SageView Advisory Group

  • 49. Kyle Thompson
    San Jose Office
    SageView Advisory Group
  • 50. Matt Price
    The Price Group
    Steward Partners
  • 51. Ryan Fleming, CFP
    Armstrong, Fleming & Moore
  • 52. Matthew L. Monger
    Monger & Associates
    Merrill Lynch
  • 53. Jeremy DiTullio
    Cleveland Financial Group
    Osaic FA

  • 55. Neal A. Thompson
    Thompson Wealth Management
  • 56. Chris Vizzi
    South Coast Investment Advisors
  • 57. Joel Mittelman
    Mittelman Wealth Management
  • 58 (tie). Andrew Altfest
    Altfest Personal Wealth Management
  • 58 (tie). Matt MacLean
    Affirm Wealth Advisors
    Ameriprise Financial Services LLC
  • 58 (tie). Timothy P. McGrath
    Riverpoint Wealth Management 
  • 61. Frank V. Hibbard
    Hibbard Wealth Management Group
    Steward Partners
  • 62. Cody Klein
    SageView Advisory Group: Westlake Village
    SageView Advisory Group
  • 63. Chad R. Osmanski
    The Consiglio Osmanski Hienz Group
    Robert W. Baird & Co. Inc. 
  • 64. Rob Shick
    The Shick Group
    Baird
  • 65. Holly B. Carroccio
    Nexus Advisors
    MML
  • 66. J. Christopher Boyd
    AMR Team
    Wealth Enhancement Group
  • 67. Christopher Rivers
    Armstrong Fleming & Moore Inc.
  • 68. Andrew Flinton
    Retirement Investment Advisors Inc. 
  • 69 (tie). Anthony E. Consiglio
    The Consiglio Osmanski Hienz Group
    Robert W. Baird & Co. Inc.
  • 69 (tie). Timothy J. Ralph
    Merit Financial Advisors
  • 71. Stephen C. Craffen
    Wealth Enhancement Group - Atlas Team
    Wealth Enhancement Group
  • 72. Riley Crosbie
    Adams Wealth Advisors
  • 73 (tie). Adam Dunbar
    Steward Partners
  • 73 (tie). Chris Giovinazzo
    Accelerate Retirement
  • 73 (tie). Emily Boothroyd
    Merit Financial Advisors
  • 76. Randy L. Thurman
    Retirement Investment Advisors Inc.
  • 77. Justin Mitchell
    Adams Brown Wealth Consultants LLC 

  • 80. Eric Raether
    Canopy Wealth Management
  • 81. Christopher Mellone
    VLP Financial Advisors
  • 82. Christopher C. Crotty
     Sunset Adventures Wealth Advisors 
    Ameriprise Financial Services LLC
  • 83. David W. Nicholson
    Nicholson, Smith & Associates
    Merrill Lynch
  • 84. Elizabeth Thorley
    Thorley Wealth Management Inc.
  • 85 (tie). Dustin Blodgett
    Insight Capital Management
  • 85 (tie). Paul Mass
    Clearview Financial Solutions 
  • 87. Laura K. Schilling 
    Financial Innovations LLC 
  • 88. Ali Mandalinci
    Steward Partners 
  • 89. Jason Kirchmeier
    Legacy Financial Partners
    Ameriprise Financial Services LLC
  • 90. Evan Schmidt 
    Schmidt Financial Management 
  • 91 (tie). Justin Eccleston
    Merit Financial Advisors 
  • 91 (tie). Tom Bakamus
    Merit Financial Advisors
  • 93. Amy S. Sabin
    Valiant Private Wealth
    Steward Partners
  • 94. Carol Ringrose Alexander
    Retirement Investment Advisors Inc.
  • 95 Sandra Field 
    Asset Planning Inc. 
  • 96. John Loyd
    The Wealth Planner
    LPL
  • 97. Max Baer 
    Merit Financial Advisors
  • 98 (tie). Dominic Hubert 
    Schmidt Financial Management 
  • 98 (tie). Inder S. Anand
    Anand & Associates
    Ameriprise Financial Services LLC
  • 100. Nathan Pugliese
    The MACRO Team
    Wealth Enhancement Group

Methodology

To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted.  
 
The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list.