InvestmentNews proudly celebrates the financial planners who set the standard for client service, innovation, and excellence. Help us honor the wealth management industry’s brightest stars in 5-Star Financial Planners 2026.
Do you know a financial planner who consistently delivers exceptional results? Whether they’ve made a meaningful difference in your financial journey, inspired peers through their leadership – or it’s your own achievements you’d like to highlight – now is the time to recognize excellence in financial services.
Submit a nomination before entries close on Friday, November 28.
The full report will be published on the website in April.
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
