The Top Financial Advisors in the USA: Recognizing Excellence in Wealth Management
February 10, 2025 — In an era marked by geopolitical uncertainty, low interest rates, and a contentious political landscape, financial advisors across the United States have been navigating complex waters to provide effective guidance to their clients. Recently, InvestmentNews unveiled its list of the Top Financial Advisors of 2025, acknowledging those who excelled in assets under management (AUM) and client growth from August 2023 to August 2024. The success of these advisors is a testament to their expertise, adaptability, and the strength of their teams.
The Current Financial Landscape
As financial environments fluctuate, clients are placing greater demands on their advisors, seeking specialized services and higher performance standards. Dave Goodsell, executive director at the Natixis Center for Investor Insight, articulated the challenges faced by advisors today. “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.
Amidst these challenges, the advisors recognized by InvestmentNews displayed remarkable resilience and acumen. Collectively, they reported an impressive 19% growth in AUM and 10% growth in client numbers, overseeing a total of $77 billion in assets.
Highlighted Advisors of 2025
Among the honorees are advisors who have adopted a team-based approach to financial management, further enriched by technological innovation. Here’s a closer look at some of these distinguished professionals:
Jeff DeHaan – Clearwater Capital Partners
- AUM Growth: 28%
- Client Growth: 8%
- Location: Hoffman Estates, IL
DeHaan emphasizes thoroughness in client relations, stating, “It’s not taking the easy or quick answer, but really digging in with our client families.” His dedication to understanding clients’ complete financial picture fosters strong relationships and trust.
Ted Lauzen – Grey Fox Wealth Advisors
- AUM Growth: 67%
- Client Growth: 90%
- Location: Rockland, DE
With a background as a U.S. Marine pilot, Lauzen’s approach is rooted in providing stable, supportive service to clients. “We’re always in the boat with our clients,” he remarks, underlining the importance of trust in wealth management and the responsibility of managing clients’ hard-earned assets.
Wayne McCormick – McCormick Wealth Management of Steward Partners
- AUM Growth: 26%
- Client Growth: 18%
- Location: Manchester, NH
McCormick focuses on refining processes and efficiency within his practice. “Competence of an advisor and access to investments are table stakes,” he explains. His strategy includes carefully vetting potential clients to ensure long-term, satisfying relationships.
Tim DiSette – Infinitas LLC
- AUM Growth: 48%
- Client Growth: 16%
- Location: Overland Park, KS
Growing up in a family business taught DiSette the value of hard work and compassion, which he channels into his financial practice. He highlights the significance of engaging external consultants to refine operational processes and enhance client onboarding.
Gregory Guenther – GRANTvest Financial Group
- AUM Growth: 34%
- Client Growth: 133%
- Location: Matawan, NJ
Guenther’s philosophy is centered on client education and tailored financial strategies. He attributes his success to a steadfast commitment to putting clients first. “It seems so simple, but we have consistently focused on this as our north star,” he explains.
Strategies Driving Growth
The strategies employed by these top advisors reflect a commitment to maintaining high standards of service. McCormick’s careful selection of clients ensures that his firm can sustain its reputation for client satisfaction. DiSette’s holistic approach to financial planning incorporates multiple aspects of clients’ financial lives, while Lauzen emphasizes responsiveness and exceeding client expectations as keys to his success.
DeHaan calls attention to the challenges that come with growth, emphasizing the importance of maintaining service quality as his client base expands. “Managing growth is one of the hardest things that any business has to do,” he admits.
Conclusion
The Top Financial Advisors of 2025 exemplify the caliber of financial leadership needed in today’s challenging economic environment. Through a blend of teamwork, technology, and a patient understanding of client needs, these advisors are not just achieving growth but are also fortifying the trust placed in them by their clients. As the financial landscape continues to evolve, these distinguished individuals will likely remain at the forefront, guiding their clients towards financial success with proficiency and empathy.
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