Global Wealth Management Recognized by USA TODAY as a Top Financial Advisory Firm for 2025
Fort Lauderdale, FL – May 7, 2025 – Global Wealth Management (GWM), a premier provider of retirement planning and wealth management services, has been distinguished as one of the Best Financial Advisory Firms for 2025 by USA TODAY. The firm secured the impressive #85 position in the national rankings, while topping the list as the #1 advisory firm in Southeast Florida and ranking #6 across the entire state of Florida.
The announcement was made on April 23, 2025, as part of a collaboration between USA TODAY and Statista Inc. This recognition is the result of a thorough evaluation of registered investment advisory (RIA) firms across the United States, emphasizing client recommendations, feedback from industry experts, and substantial growth in Assets Under Management (AUM). GWM was evaluated alongside over 30,000 participants in an independent survey, making this recognition a significant achievement.
“We’re honored to be recognized by USA TODAY,” said Grant Conness, Co-Founder and Managing Director of Global Wealth Management. “This acknowledgment reflects our team’s dedication to delivering personalized and effective financial solutions, as well as the trust our clients place in us."
Andrew Costa, also Co-Founder and Managing Director, noted, “Ranking first in Southeast Florida underscores the strong relationships we’ve built within the local community. Our commitment lies in guiding our clients confidently towards their retirement goals, and this recognition affirms our efforts.”
Global Wealth Management’s recent accolades are positioned alongside their ongoing strategic growth initiatives. This includes the opening of a new office in Palm Beach County and their expansion into Florida’s West Coast through the acquisition of Gulf Coast Financial Planning, located in Lakewood Ranch/Sarasota. These developments illustrate the firm’s ambition to enhance its service reach and client support across the state.
About Global Wealth Management
Founded to assist individuals and families with retirement, income, and estate planning strategies, Global Wealth Management has established a strong presence in Florida, with offices located in Fort Lauderdale, Weston, Coral Springs, Boynton/Delray Beach, and Lakewood Ranch/Sarasota. The firm prides itself on its client-centric approach and comprehensive financial planning services.
For more information, visit Global Wealth Management’s website.
Important Notice
Securities are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), which is a member of FINRA/SIPC. Investment advisory services are provided by duly registered individuals of Global Wealth Management Investment Advisory Inc. (GWMIA), which is a registered investment advisor. It is important to note that 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.
The inclusion of Global Wealth Management on the list was achieved without any compensation to USA TODAY or Statista Inc., although there is a licensing fee for using their logos in marketing materials. The full methodology can be accessed through USA TODAY’s website.
For further media inquiries, contact Global Wealth Management’s Marketing Division at 954-533-7144 or via email at [email protected].