InvestmentNews Reveals the Top Financial Advisors in the USA for 2025
February 10, 2025 — In an increasingly complex financial landscape marked by geopolitical uncertainty, low interest rates, and a contentious election season, the role of financial advisors in the United States has never been more critical. A recent report from InvestmentNews highlights some of the best financial advisors in the nation for 2025, recognizing those who have effectively navigated these challenges and delivered significant results for their clients.
A Challenging Environment for Advisors
As the executive director of the Natixis Center for Investor Insight, Dave Goodsell provides an insight into the current climate. He states, “Investment assumptions are being tested by lower inflation, lower rates, and slowing growth; clients are demanding more specialized services while holding high expectations for investment performance.” This landscape has necessitated a more sophisticated approach to portfolio construction, prompting advisors to incorporate a wider array of products and private investments into their strategies.
According to InvestmentNews, the Top Advisors of 2025 were nominated by industry insiders and recognized for their remarkable achievements in terms of assets under management (AUM) and client growth. Collectively, these standout professionals registered an impressive 19 percent growth in AUM and a 10 percent increase in clients from August 2023 to August 2024, overseeing a combined total of $77,154,581,827 in assets.
Key Honorees and Their Strategies
Several of the top advisors have shared insights into their success, outlining the strategies that differentiate them in an overcrowded market.
Jeff DeHaan – Clearwater Capital Partners
- AUM Growth: 28%
- Client Growth: 8%
- Location: Hoffman Estates, IL
DeHaan emphasizes a client-centered approach, stating, “It’s not taking the easy or quick answer, but really digging in with our client families.” His firm prioritizes understanding the comprehensive financial situations of their clients to offer tailored recommendations.
Ted Lauzen – Grey Fox Wealth Advisors
- AUM Growth: 67%
- Client Growth: 90%
- Location: Rockland, DE
A former U.S. Marine helicopter pilot, Lauzen applies a stable, reassuring mindset to his client interactions. He notes, “We’re always in the boat with our clients,” highlighting the trust and partnership he fosters during challenging times.
Wayne McCormick – McCormick Wealth Management of Steward Partners
- AUM Growth: 26%
- Client Growth: 18%
- Location: Manchester, NH
McCormick attributes his firm’s success to continuous process refinement and team collaboration. “We constantly ask, what’s the extra that we can provide?” he explains, underscoring his focus on delivering more than just standard financial services.
Tim DiSette – Infinitas LLC
- AUM Growth: 48%
- Client Growth: 16%
- Location: Overland Park, KS
DiSette’s upbringing in a farming family instilled a strong work ethic and a sense of compassion for clients aiming to secure their financial futures. His holistic approach to financial planning addresses various aspects, including estate and charitable planning.
Gregory Guenther – GRANTvest Financial Group
- AUM Growth: 34%
- Client Growth: 133%
- Location: Matawan, NJ
Guenther’s focus on education and strategic planning has helped clients achieve financial comfort. He reflects on the importance of putting clients first, which remains a guiding principle for his firm.
Navigating Growth and Challenges
The path to growth has not been without its obstacles. Each advisor has developed strategies to manage their expanding client bases while maintaining service quality. For example, McCormick brought on a third partner to ensure continued high service levels. He astutely assesses potential client relationships, aiming for long-term partnerships.
DiSette, facing the complexities of financial planning, has utilized external consultations to enhance workflows and client onboarding processes. Meanwhile, Lauzen understates that the core of his growth lies in delivering exceptional service consistently.
As DeHaan notes, “Managing growth is one of the hardest things that any business has to do.” Each of these advisors exemplifies a commitment to maintaining the standards expected by their clients while navigating a dynamic financial landscape.
Conclusion
The Top Advisors of 2025 represent a broad spectrum of expertise and innovation. Their successes underline the importance of personalized service, strategic planning, and effective communication in building lasting relationships with clients. As the financial landscape continues to evolve, these advisors are well-positioned to guide their clients toward a more secure financial future.
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