Recognizing the Top Financial Advisors in the USA: InvestmentNews 2025
February 10, 2025 – In a turbulent economic climate characterized by geopolitical uncertainty, low interest rates, and heightened political tensions, financial advisors across the United States have faced significant challenges in guiding their clients toward financial stability and growth. Amid these difficulties, InvestmentNews has unveiled its list of the Top Financial Advisors of 2025, celebrating those who have excelled in assets under management (AUM) and client growth during the past year.
The Landscape of Financial Advisory in 2025
The complexities of the current financial environment demand that advisors not only reassure clients but also provide customized strategies tailored to their unique needs. Dave Goodsell, the executive director at the Natixis Center for Investor Insight, explains, "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."
Reflecting on the performance of the Top Advisors, between August 2023 and August 2024, the recognized advisors achieved a remarkable 19 percent growth in AUM and a 10 percent increase in client numbers, managing a staggering total of $77 billion in AUM. This success story showcases the incredible skill and dedication of these advisors as they navigate the current financial landscape.
Honoring the Best: Profiles of the Top Advisors
The advisors who made it to this prestigious list shared insights into their strategies for success and the core principles fueling their growth.
Jeff DeHaan – Clearwater Capital Partners
- AUM Growth: 28 percent
- Client Growth: 8 percent
- Location: Hoffman Estates, IL
Jeff DeHaan highlights the importance of understanding clients’ entire financial picture. He states, “It’s not taking the easy or quick answer, but really digging in with our client families… so that we can make the right recommendations.” His firm primarily grows through referrals, emphasizing a client-centered approach.
Ted Lauzen – Grey Fox Wealth Advisors
- AUM Growth: 67 percent
- Client Growth: 90 percent
- Location: Rockland, DE
With a background as a U.S. Marine helicopter pilot, Lauzen brings a unique focus on stability and confidence to his practice. "We’re always in the boat with our clients… it’s incredibly important for folks to have trusted, hardworking, and smart advisors in tough times," he reflects. His strong emphasis on responsive service has been key to his firm’s rapid growth.
Wayne McCormick – McCormick Wealth Management of Steward Partners
- AUM Growth: 26 percent
- Client Growth: 18 percent
- Location: Manchester, NH
McCormick credits teamwork and operational efficiency as vital to his firm’s success. He actively seeks to match potential clients with the services that best fit their needs, believing in fostering long-term relationships over immediate gains. "I always tell clients, ‘I expect to be working with you for years, if not decades, to come,’" he shares.
Tim DiSette – Infinitas LLC
- AUM Growth: 48 percent
- Client Growth: 16 percent
- Location: Overland Park, KS
Growing up in a farming family, DiSette developed a strong work ethic and compassion for hard-working individuals. His firm emphasizes a comprehensive and cash-flow-based approach to financial planning, which has resonated well with clients. DiSette collaborates with external consultants for objective input to enhance the quality of service.
Gregory Guenther – GRANTvest Financial Group
- AUM Growth: 34 percent
- Client Growth: 133 percent
- Location: Matawan, NJ
Guenther passionately focuses on educating clients about their finances. He maintains a straightforward philosophy—"put the client first and always do the right thing,"—which has guided his firm’s strategy and success.
Strategies for Driving Growth
The top advisors recognized by InvestmentNews have implemented various strategies to foster growth and enhance their services. McCormick’s proactive approach led him to hire a new partner to better manage the increasing client base, ensuring high levels of service remain consistent. DiSette employs a holistic view of financial planning while engaging consultants to refine processes and client onboarding. Lauzen focuses on delivering exceptional customer service and expanding his team to keep pace with client demand.
However, success does not come without its challenges. DeHaan notes, “Managing growth is one of the hardest things that any business has to do… we can maintain the standard that we expect of ourselves."
Conclusion
The outstanding achievements of the Top Financial Advisors of 2025 underscore the resilience and expertise required to thrive in a challenging financial environment. Their commitment to understanding client needs, continuous improvement in services, and fostering strong relationships are integral to their success in the advisory space. As they navigate the ongoing complexities of the financial landscape, these advisors set a benchmark for excellence in client service and financial management.
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