Amid market volatility, persistent inflation, and an aging population that increasingly must shoulder retirement security, the work of the best financial planners in the US has never been more consequential.
Against that backdrop, InvestmentNews' 2026 5-Star Financial Planners report recognizes 80 financial professionals who, over the past 12 months, have demonstrated not only strong performance but also integrity, client-centric innovation, and a clear commitment to helping individuals and families reach their financial goals. Collectively, this year's honorees manage a total AUM of $37.2 billion, serving 26,844 clients with an average AUM of $470.9 million per advisor.
The best financial planners of 2026 go well beyond portfolio management – united by deep personal relationships with clients, behavioral finance coaching, and proactive communication that keeps clients grounded when markets run wild.
For Matthew Cuplin, CEO and president of Midwest Financial Group, the value his firm delivers is fundamentally not just about performance.
"We believe that the product that we deliver is service," he says, asserting that high-touch, responsive client experience is the exception rather than the rule in a market where technology increasingly commoditizes advice.
RJ Cunningham, financial advisor and senior partner at Summit Global Private Wealth, takes a planning-first tack – no product talk, no annuities, no option strategies, and no alternatives until a comprehensive financial plan is firmly in place. And when market turbulence enters the scene, he sees it not as a headwind but as an opportunity.
"Anytime volatility enters, I tell other advisors on our team, this is 'go time,'" he says.
Tax integration and a disciplined, client-centered strategy also distinguish this year's honorees. Faiza Kedir, managing director and partner at Steward Partners, frames her work simply: "Successful financial planning is not about predicting markets – it's about building a thoughtful strategy that helps people live the life they want with confidence and clarity."
Trevor Scotto, partner at Fiduciary Financial Group, echoes that focus on simplicity and alignment, building practices designed to strip complexity out of the planning process so clients can focus on living their lives.
Among this year's honorees, InvestmentNews is proud to spotlight several distinguished luminaries, including:
To read InvestmentNews' full report on the 5-Star Financial Planners in the US for 2026, click here.
Platform move gives retirement savers access to professionally managed products in one place.
No investor losses? The SEC can still claw back every dollar of pro
Plus, Well Fargo hails May recruitment haul totaling more than $3 billion in assets, while UBS recruits a top advisor and women's champion from Lazard.
Robinhood’s invite-only Concierge unit now serves about 60,000 high-net-worth clients with CFP access, tax planning, and estate planning resources as the retail brokerage expands further into wealth management.
The two wealthtech platforms name new C-level executives as AI-native strategy and private markets growth accelerate across the advice industry
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
