Global Wealth Management Honored on USA TODAY’s Best Financial Advisory Firms 2025 List
FORT LAUDERDALE, Fla., May 7, 2025
Global Wealth Management (GWM), a prominent figure in the field of retirement planning and wealth management services, has received recognition on the prestigious USA TODAY’s Best Financial Advisory Firms 2025 list. The firm has achieved a significant milestone, ranking #85 among financial advisory firms across the nation, #6 statewide in Florida, and earning the title of #1 advisory firm in Southeast Florida.
The announcement, made in partnership with Statista Inc., was revealed on April 23, 2025. The list showcases leading registered investment advisory (RIA) firms in the United States, with rankings determined through a comprehensive independent survey involving over 30,000 participants, including financial advisors, industry experts, and clients. The evaluation criteria encompassed recommendations and both short- and long-term growth in Assets Under Management (AUM).
Commitment to Client Services
"We’re honored to be recognized by USA TODAY," said Grant Conness, Co-Founder and Managing Director of GWM. "This acknowledgment highlights our team’s unwavering dedication to providing personalized and effective financial solutions, and it reflects the trust our clients place in us."
Andrew Costa, also a Co-Founder and Managing Director, emphasized the local significance of the recognition, stating, "Ranking first in Southeast Florida showcases the strong relationships we’ve built in the community and our commitment to guiding clients confidently toward achieving their retirement goals."
Recent Growth Initiatives
This accolade comes at a time of strategic expansion for GWM, which has recently opened a new office in Palm Beach County and expanded into Florida’s West Coast following the acquisition of Gulf Coast Financial Planning, located in Lakewood Ranch/Sarasota. These developments illustrate the firm’s intent to enhance its service offerings and reach a broader clientele in the state.
About Global Wealth Management
Founded with the goal of providing tailored retirement, income, and estate planning strategies, Global Wealth Management serves individuals and families preparing for and living in retirement. With offices in Fort Lauderdale, Weston, Coral Springs, Boynton/Delray Beach, and Lakewood Ranch/Sarasota, GWM positions itself as a trusted partner in financial management.
For further information, visit www.askglobalwealth.com.
Compliance and Disclaimers
Securities are offered exclusively by duly registered individuals of Madison Avenue Securities, LLC (MAS), a member of FINRA/SIPC, while investment advisory services are provided solely by registered individuals of Global Wealth Management Investment Advisory Inc. (GWMIA), a registered investment advisor. Explicitly, registration as an investment advisor does not imply any level of skill or training. GWMIA and MAS are not affiliated entities. Insurance services are provided through Global Wealth Retirement Planning, LLC.
GWM has confirmed that no compensation was provided to USA TODAY or Statista Inc. for inclusion on the list, although a licensing fee is required for using their logos in marketing materials. Detailed methodological information can be accessed via USA TODAY’s website.
For press inquiries, contact:
Marketing Division
Phone: 954-533-7144
Email: [email protected]
This recognition from USA TODAY marks yet another successful chapter in Global Wealth Management’s ongoing journey in the financial advisory landscape, reflecting both growth and commitment to client-centered services.
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