The Top Financial Advisors in the USA: InvestmentNews Awards 2025
In a landscape increasingly marked by geopolitical uncertainty, evolving economic conditions, and a competitive marketplace, financial advisors in the United States have faced unprecedented challenges. The recent InvestmentNews Awards highlighted some of the top talent in the industry, showcasing those who have excelled in asset management (AUM) and client growth despite these testing times. These exemplary professionals demonstrate adaptability, insight, and a commitment to their clients that sets them apart.
Navigating Complexities in Financial Advisory
As noted by Dave Goodsell, executive director of the Natixis Center for Investor Insight, today’s financial landscape poses significant challenges for advisors. Diminishing inflation rates, lower interest rates, and slow economic growth have shifted client expectations, with many seeking more personalized, specialized services. Amid this complexity, the top advisors recognized by InvestmentNews have shown remarkable performance, achieving impressive growth metrics.
From August 2023 to August 2024, the collective achievements of the Top Advisors included a 19 percent growth in AUM and a 10 percent growth in client base, with a total oversight of approximately $77 billion in assets under management. These advisors have leveraged teamwork, technology, and excellent communication skills to see through the challenges posed by the shifting market.
Recognized Professionals
Here’s a closer look at some of this year’s award-winning financial advisors:
Jeff DeHaan – Clearwater Capital Partners
- AUM Growth: 28%
- Client Growth: 8%
- Location: Hoffman Estates, IL
As managing partner of Clearwater Capital Partners, DeHaan emphasizes a deep understanding of clients’ financial situations, opining that effective advice comes from a thorough insight into people’s financial landscapes. “We want the right answer, not the quick and easy one,” he asserts, highlighting his belief in comprehensive, thoughtful financial planning.
Ted Lauzen – Grey Fox Wealth Advisors
- AUM Growth: 67%
- Client Growth: 90%
- Location: Rockland, DE
A former U.S. Marine helicopter pilot, Lauzen credits his military experiences with shaping his approach to financial advisory. By prioritizing stability and trustworthy support, he aims to reassure clients that they are well-cared for. His commitment to high-level responsiveness has resulted not only in increased client numbers but also in strong referrals.
Wayne McCormick – McCormick Wealth Management of Steward Partners
- AUM Growth: 26%
- Client Growth: 18%
- Location: Manchester, NH
McCormick believes that strong teamwork and efficient processes have been crucial to his firm’s growth. He views the firm’s approach as a diligent evaluation of both clients and staff. His philosophy—prioritizing long-term client relationships—demonstrates a deep respect for the personal nature of financial advising.
Tim DiSette – Infinitas LLC
- AUM Growth: 48%
- Client Growth: 16%
- Location: Overland Park, KS
DiSette’s upbringing in a family business has influenced his empathetic approach to advising clients. His firm embraces a holistic view of financial planning, incorporating aspects such as estate planning and insurance to serve clients comprehensively.
Gregory Guenther – GRANTvest Financial Group
- AUM Growth: 34%
- Client Growth: 133%
- Location: Matawan, NJ
Guenther’s demeanor shines with passion for educating clients and guiding them toward financial freedom. His relentless focus on doing the right thing for clients serves as a foundational principle that fosters trust and satisfaction among his clientele.
Strategies for Sustained Growth
The success of these top advisors illustrates a multifaceted approach to financial advisory. McCormick, for example, has successfully grown his firm by strategically bringing on new partners to maintain service levels. His vetting process for new clients reflects his dedication to long-lasting relationships, ensuring a good fit for both parties.
Likewise, DiSette has engaged external consultants to refine business processes and develop new strategies, reflecting a commitment to continuous improvement. Lauzen focuses on exceptional day-to-day client service, which he sees as an essential strategy for building long-term growth.
Conclusion
The financial advisory landscape is filled with challenges, but the Top Advisors recognized by InvestmentNews have consistently demonstrated that with dedication, client-focused strategies, and a willingness to adapt, exceptional results can be achieved. As the market continues to evolve, these professionals lead by example, showing that success lies in understanding the nuanced needs of clients and navigating the complexities of their financial worlds with expertise and compassion.
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