Note Advisors Included on Newsweek’s Top Financial Advisory Firms 2026 List

Newsweek, in partnership with Plant-A-Insights Group, released its list of America’s Top Financial Advisory Firms 2026, highlighting 1,000 firms across the country.

This ranking was built on a shortlist of firms with more than $20 million in assets under management, at least three wealth advisers, a minimum of five individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records (as defined by the 12 disciplinary items in Form Adv Part 1) and the availability of portfolio management services to individual investors. These shortlisted firms were then analyzed and scored based on the following factors:

• 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. Both short-term (Sept 2024 vs Sept 2025) and long-term (CAGR Sept 2020 to Sept 2025) measures of asset growth are included in the scoring model.
  
  • Client Performance: Great advisories retain their clients and attract new ones. Both short- and long-term measures of client base growth/shrinkage for short term (Sept 2024 vs Sept 2025) and long term (CAGR Sept 2020 to Sept 2025) are included in the scoring model.
  
  • Adviser Expertise and Client Ratio: Measures that capture the credentialed expertise of each firm (% if employees that are registered financial advisory representatives) as well as the client-to-adviser ratio are also considered in the scoring model.
  
  • Breadth of service offerings: Great firms offer a bundle of related services for their investors. The number of wealth advisory services, including financial planning services and pension consulting services, is also included in the scoring model.
  
  • Conflicts of interest: The best advisories work to prevent conflicts of interest; firms with conflicts of interest are penalized in the scoring model.

View the list here → America’s Top Financial Advisory Firms 2026

Note Advisors did not pay to be on the list. All awards are based on independent research and unbiased data analysis. No applications.