Rising to the Challenge: Spotlight on InvestmentNews’ Top Advisors 2025
As geopolitical uncertainties, low interest rates, and a divisive election landscape continue to challenge financial advisors across the United States, a select group has demonstrated exceptional resilience and growth. InvestmentNews has honored these industry leaders in its Top Advisors 2025 recognition, celebrating their ability to drive significant asset under management (AUM) and client growth amid difficult conditions.
Navigating a Complex Investment Landscape
Dave Goodsell, the executive director at the Natixis Center for Investor Insight, articulates the challenges facing financial advisors today. He noted that investment assumptions are increasingly tested by fluctuating inflation, decreasing interest rates, and overall slowing economic growth. Clients today are not only seeking more specialized services but also holding higher expectations regarding investment performance. Accordingly, portfolio construction has grown more complex, pushing advisors to adopt a diverse range of new products, including private investments.
Despite these headwinds, the Top Advisors—recognized for their exceptional AUM and client growth—have collectively achieved a remarkable 19 percent increase in AUM and a 10 percent rise in client growth from August 2023 to August 2024. This prestigious group now oversees approximately $77.15 billion in assets.
Meet the Top Advisors
Among the distinguished advisors recognized is Jeff DeHaan of Clearwater Capital Partners. With a notable 28 percent growth in AUM and an 8 percent increase in clientele from Hoffman Estates, IL, DeHaan emphasizes the importance of thoroughly understanding each client’s financial landscape. “It’s not about the quick answer,” he explains. “We dig deep to recommend the right strategies that will maximize long-term success for our clients.” DeHaan’s firm sees most new client relationships arise from referrals, demonstrating a strong reputation built over time.
In Rockland, DE, Ted Lauzen from Grey Fox Wealth Advisors stands out with a staggering 67 percent growth in AUM and a 90 percent increase in clients. With a background as a light attack helicopter pilot for the U.S. Marines in Afghanistan, Lauzen applies a steadfast commitment to providing stability and assurance to his clients. He states, “It’s crucial that clients have a trusted advisor with them, especially during tough times.”
Wayne McCormick of McCormick Wealth Management of Steward Partners in Manchester, NH, achieved a 26 percent growth in AUM and 18 percent in clients. He attributes his firm’s success to a strong team and refined operational processes. “We continuously look for ways to enhance our efficiency and find unique opportunities for our clients,” he notes.
Tim DiSette of Infinitas LLC in Overland Park, KS, also marks significant growth with a 48 percent increase in AUM and 16 percent in clientele. His upbringing in a farming family fuels his passion for serving hardworking individuals, emphasizing the importance of holistic financial planning.
Lastly, Gregory Guenther of GRANTvest Financial Group in Matawan, NJ, has demonstrated exceptional performance with a 34 percent growth in AUM and an astonishing 133 percent increase in clients. Guenther, known for his client-centric approach, mentions, “Our formula for success has always been to put the client first and do the right thing. This commitment shapes everything we do.”
Strategies for Growth
The success of these top advisors can be attributed to several strategic approaches they have adopted. For instance, McCormick expanded his team strategically to maintain high-quality service levels as the firm’s capacity was nearing its limits. He emphasizes a careful selection process for potential clients, favoring strong compatibility over mere asset size.
DiSette echoes a similar sentiment, focusing on a holistic approach to financial planning while engaging external consultants to refine complex workflows. He states, “A fresh perspective can illuminate blind spots and elevate our overall service.”
Lauzen highlights responsive and high-touch service as a core principle of his practice, while DeHaan stresses the importance of hiring advisors with strong character to ensure alignment with client values.
Conclusion
As the financial advisory landscape evolves amid external uncertainties, it is clear that strong communication, a commitment to client needs, and operational efficiency are essential pillars for success. The advisors recognized by InvestmentNews in its Top Advisors 2025 list are not just surviving these challenges; they are thriving, setting new benchmarks for excellence in the field. Their accomplishments serve as a testament to the enduring power of quality financial guidance and the importance of building robust relationships with clients.
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