The Top Financial Advisors in the USA: Navigating a Turbulent Market

February 10, 2025 — A challenging financial landscape marked by geopolitical uncertainty, persistently low interest rates, and a contentious electoral environment has tested the mettle of financial advisors across the United States. However, amid these trials, a select group of financial advisors has distinguished themselves, adapting their strategies to not only weather the storm but thrive in the process. InvestmentNews has recognized these exceptional individuals in their latest report, showcasing the "Top Advisors of 2025."

Rising to the Challenge

According to Dave Goodsell, executive director at the Natixis Center for Investor Insight, advisors are facing an evolving environment featuring unique challenges. “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,” he noted, emphasizing the complexity of portfolio management in today’s climate.

Over the year from August 2023 to August 2024, the advisors highlighted in InvestmentNews achieved a remarkable 19 percent growth in assets under management (AUM) and 10 percent client growth, collectively overseeing over $77 billion in AUM. Their achievements reflect a strong emphasis on teamwork, technological adoption, and effective client communication.

Spotlight on Top Advisors

The 2025 list features advisors who have excelled through innovative strategies and robust client relationships. Here are a few notable honorees:

Jeff DeHaan – Clearwater Capital Partners

AUM Growth: 28%
Client Growth: 8%
Location: Hoffman Estates, IL

As the managing partner specializing in private wealth management, Jeff DeHaan attributes his success to a thorough understanding of clients’ financial landscapes. “It’s not about taking the easy or quick answer,” he explains. “It’s about digging deep into our clients’ financial world to provide comprehensive recommendations.” DeHaan reveals that most of their new clientele comes from referrals, underscoring the importance of trust in his practice.

Ted Lauzen – Grey Fox Wealth Advisors

AUM Growth: 67%
Client Growth: 90%
Location: Rockland, DE

A distinguished former U.S. Marine helicopter pilot, Ted Lauzen brings a unique perspective to wealth management. Emphasizing the importance of stability and reassurance to his clients, Lauzen states, “I love what I do, and I’m always excited to dive into projects to find solutions.” His approach underscores a commitment to being a reliable partner in challenging times.

Wayne McCormick – McCormick Wealth Management of Steward Partners

AUM Growth: 26%
Client Growth: 18%
Location: Manchester, NH

Wayne McCormick highlights the significance of teamwork in achieving his firm’s growth. He reveals a constant pursuit of efficiency within his operations, focusing on added value for clients. “Every client relationship is considered thoughtfully,” McCormick says. “We strive for lifetime relationships.” His careful vetting of new clients matches the diligence used when hiring new teammates.

Tim DiSette – Infinitas LLC

AUM Growth: 48%
Client Growth: 16%
Location: Overland Park, KS

With roots in a farming family, Tim DiSette understands the values of hard work and compassion. He emphasizes a comprehensive approach to financial planning. “We look at every aspect of a client’s situation,” he notes, reinforcing the importance of holistic strategies in financial services.

Gregory Guenther – GRANTvest Financial Group

AUM Growth: 34%
Client Growth: 133%
Location: Matawan, NJ

Gregory Guenther’s passion lies in educating clients and promoting financial literacy. Describing his role, he insists, “Our clients’ comfort and freedom are paramount through strategy and planning.” His firm’s success is rooted in a steadfast commitment to putting clients first.

The Driving Forces Behind Growth

Each advisor featured has adopted specific strategies to enhance their client services and operational efficiency. McCormick, for instance, expanded his team to provide consistent high-level service, recognizing the need for careful consideration in both client acquisition and hiring.

DiSette has leveraged external consultants to refine processes, ensuring that his firm remains adaptable to its clients’ evolving financial needs. Lauzen’s growth, on the other hand, stems from an unwavering focus on delivering exceptional service, a pursuit that continues to foster long-term relationships.

However, with substantial growth comes challenges. DeHaan notes that managing growth while maintaining service quality is a delicate balance. “It’s one of the double-edged swords of success,” he remarks, highlighting the importance of retaining high standards.

Conclusion

In the face of a fluctuating financial landscape, the advisors recognized by InvestmentNews exemplify resilience and innovation. Their ability to navigate complex challenges and foster profound client relationships sets them apart as leaders in the financial advisory field. As they continue to adapt and excel, their insights and methodologies will undoubtedly shape the future of wealth management in the United States.

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