Celebrating the Top Financial Advisors in the USA for 2025

In a rapidly changing financial landscape marked by geopolitical uncertainty, low interest rates, and a contentious election cycle, financial advisors across the United States are facing unprecedented challenges. Yet, a select group of advisors has excelled, demonstrating resilience and exceptional skill in navigating these turbulent waters. InvestmentNews has recognized these standout professionals in its annual list of the Top Financial Advisors for 2025, highlighting their achievements in assets under management (AUM) and client growth.

The Landscape of Financial Advisory Services

Dave Goodsell, executive director of the Natixis Center for Investor Insight, emphasizes the complexities that modern financial advisors must contend with. He notes, "Investment assumptions are being tested by lower inflation, lower rates, and slowing growth." In an environment where clients are demanding more specialized services alongside higher expectations for investment performance, the role of a financial advisor has never been more critical or complex. For the period between August 2023 to August 2024, the top advisors featured in the InvestmentNews list have achieved impressive collective results, including a 19 percent growth in AUM and a 10 percent growth in client numbers. They collectively oversee more than $77 billion in AUM.

Recognizing Excellence: The Top Financial Advisors of 2025

Several of the remarkable advisors awarded this year have shared insights into what distinguishes them in such a competitive field:

Jeff DeHaan – Clearwater Capital Partners

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

Jeff DeHaan attributes his success to a deep understanding of his clients’ financial situations. He emphasizes the importance of thorough analysis over quick fixes, stating, “We want the right answer, not the quick and easy one.” His firm thrives on client referrals, showcasing the trust built through diligent and personalized service.

Ted Lauzen – Grey Fox Wealth Advisors

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

Drawing on his experience as a U.S. Marine helicopter pilot, Ted Lauzen likens his advisory role to providing stability and assurance during challenging times. He expresses a passion for taking the burdens off clients, allowing them to focus on enjoying the rewards of their efforts. Lauzen stresses the significance of having trusted advisors, especially during unpredictable periods.

Wayne McCormick – McCormick Wealth Management of Steward Partners

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

Wayne McCormick emphasizes team collaboration in refining operational efficiency. He stresses that every client relationship is carefully considered to ensure compatibility. “I always like to tell clients, I shouldn’t care more about your money than you do,” he explains, demonstrating his commitment to client engagement and long-term relationships.

Tim DiSette – Infinitas LLC

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

Tim DiSette’s background in agriculture shapes his empathetic approach to financial management. He believes that hard work deserves respectful stewardship, which translates into his advisory work. DiSette highlights the importance of technology and young talent in enhancing the firm’s service delivery.

Gregory Guenther – GRANTvest Financial Group

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

Gregory Guenther is dedicated to educating his clients and implementing effective financial strategies. With a focus on comprehensive financial and retirement planning, he maintains a client-first philosophy that has underpinned his firm’s success since its inception.

Strategies for Success in Financial Advising

The achievements of these top advisors are not merely a testament to their investment strategies but are rooted in a profound commitment to client care and operational excellence.

• Collaboration and Teamwork: Advisors like McCormick and Lauzen highlight the importance of having a supportive team structure, allocating specialized roles that cater to client needs.

• Client-Centric Approach: The mantra of “clients for life” resonates strongly among the top advisors. They prioritize understanding clients’ comprehensive financial landscapes to deliver tailored and strategic advice.

• Embracing Technology: DiSette and others note how adopting new technologies and refining internal processes have facilitated growth and improved service efficiencies.

As these top advisors navigate the complexities of the financial landscape, they continue to exemplify professionalism and innovation in their practices, setting benchmarks for success in the industry.

With such distinguished leaders in the field, the future of financial advising looks promising, even amidst uncertainties and challenges. Their dedication to service and expertise underscores the essential role they play in guiding clients towards financial stability and growth.