InvestmentNews Honors Top Financial Advisors in the USA for 2025

February 10, 2025 — The landscape of financial advising has faced significant challenges in recent years due to geopolitical uncertainties, consistently low interest rates, and a contentious election cycle. Amidst these tumultuous conditions, the brightest financial minds in the industry have proven their mettle by not only retaining their clients but also managing substantial growth. InvestmentNews has recognized this exceptional talent through its listing of the Top Financial Advisors in the USA for 2025. ### Navigating Complexity in Financial Advisory

Dave Goodsell, the executive director at the Natixis Center for Investor Insight, provides insight into the current challenges facing financial advisors today. "Investment assumptions are being tested by lower inflation, lower rates, and slowing growth," he observes. He notes that as clients demand more specialized services, advisors are increasingly faced with the complex task of constructing portfolios that incorporate a wide array of new investment products and strategies, including private investments.

The advisors honored in the InvestmentNews Top Advisors 2025 have excelled under these circumstances. From August 2023 to August 2024, this group achieved a collective 19 percent growth in assets under management (AUM) and a 10 percent increase in client base, overseeing a staggering $77.15 billion in AUM.

Honoring the Best: Profiles of Top Advisors

The esteemed group of advisors credited their success to strong team support and the effective use of technology, but it is their adeptness at client communication and emotional intelligence that sets them apart in a competitive market.

Jeff DeHaan, Clearwater Capital Partners

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

DeHaan emphasizes a thorough approach, stating that understanding the intricacies of clients’ financial lives is paramount to making effective recommendations. "It’s not about the quick answer, but digging deeper to ensure the best outcomes for our clients," he remarks.

Ted Lauzen, Grey Fox Wealth Advisors

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

Lauzen draws from his military experience, expressing the importance of providing stability and confidence to his clients. "Being in the trenches with clients is crucial, especially in challenging times," he explains. His passion for problem-solving is a core element of his advisory approach.

Wayne McCormick, McCormick Wealth Management of Steward Partners

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

McCormick prides himself on enhancing efficiency through teamwork and constant process refinement. He believes in the necessity of aligning clients with advisors who genuinely care and strive to provide exceptional service, thus fostering long-lasting relationships.

Tim DiSette, Infinitas LLC

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

With a background in farming, DiSette’s values reflect a hands-on approach to managing client finances. He advocates for a comprehensive view of clients’ financial situations and credits the younger members of his team for their technological expertise, which supports adaptive financial planning.

Gregory Guenther, GRANTvest Financial Group

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

Guenther’s focus lies in education and the practical application of financial strategies. He insists that putting clients first is the bedrock of his advisory philosophy, believing that a straightforward and transparent approach leads to sustainable success.

Strategies for Sustaining Growth

These top advisors are continually exploring ways to expand their services without sacrificing the quality their clients have come to expect. Notably, McCormick has implemented a careful selection process for new clients, focusing on compatibility and shared values rather than solely on financial assets.

DiSette advocates for incorporating external consultants to refine operations, admitting that fresh perspectives are invaluable for overcoming internal blind spots.

Lauzen’s approach revolves around delivering exceptional service to maintain strong client relationships, while DeHaan faces the challenge of scaling effectively without compromising his firm’s high standards.

Conclusion

The advisors spotlighted in the InvestmentNews Top Advisors 2025 exemplify the resilience and adaptability required to thrive in today’s uncertain financial landscape. Their dedication to understanding client needs, embracing technology, and refining operational processes illustrates a commitment to excellence that goes beyond mere financial management. As they continue to navigate the complexities of the investment world, these top advisors represent a beacon of professionalism and innovation within the industry.