Behind every successful financial journey is a planner who listens, guides, and empowers clients — building trust and setting new standards of excellence in wealth management.
As Nichole Raftopoulos of Nvest Financial says, “We help our clients with every financial aspect of their lives. They have a true financial partner; they understand our process and are happy with it.”
InvestmentNews proudly celebrates these exceptional professionals in our 5-Star Financial Planners 2026.
Nominate a financial planner who demonstrates unwavering dedication and expertise, or showcase your own achievements and influence in the industry.
Don’t let this opportunity pass by. Submissions close on Friday, November 28.
Winners will be featured in April on our website, showcasing the leaders making an impact on financial planning.
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
