The Top Financial Advisors in the USA: Excellence Amid Challenges

February 10, 2025

In a rapidly changing financial landscape marked by geopolitical uncertainty, low interest rates, and a contentious electoral climate, financial advisors across the United States have faced significant challenges. Investment News has recently highlighted the most distinguished professionals in the field, recognizing their resilience and innovative strategies as they navigate these complex waters.

Strong Performance Amidst Adversity

According to Dave Goodsell, executive director at the Natixis Center for Investor Insight, the current environment has tested conventional investment assumptions. Lower inflation, reduced rates, and a slowing economy have compelled financial advisors to not only reassure clients but also to adapt and diversify their service offerings. “Clients demand more specialized services while holding high expectations for investment performance,” Goodsell noted, emphasizing the increasing complexity of portfolio construction which often includes a mix of traditional and private investments.

The recently published list of InvestmentNews’ Top Advisors of 2025 showcases impressive statistics: a group of top advisors reported a collective 19% growth in assets under management (AUM) and a 10% increase in client growth over the past year, managing a total of $77 billion in AUM.

Recognized Talent: Profiles of Top Advisors

The advisors honored in this prestigious list share key attributes that contribute to their success, notably a strong team ethic and a focus on client communication. Here, we highlight some standout professionals among the top advisors:

Jeff DeHaan – Clearwater Capital Partners

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

Jeff DeHaan attributes his firm’s success to a commitment to deep client engagement and understanding. “It’s about comprehensively catering to our clients, exploring the entirety of their financial situation, and making informed recommendations,” he explains. He noted that most new client relationships originate from existing referrals, emphasizing the importance of trust.

Ted Lauzen – Grey Fox Wealth Advisors

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

A former combat helicopter pilot, Ted Lauzen brings a unique perspective to wealth management. He believes in building stability and confidence for his clients, mirroring his military experience during tumultuous times. His focus on delivering high-level service has resulted in significant growth, with a 90% increase in clients.

Wayne McCormick – McCormick Wealth Management of Steward Partners

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

Collaboration and process refinement are critical to McCormick’s success. He emphasizes creating efficient operations and caring about clients’ investments as cornerstone attributes of his advisory practice. His choice to add a new partner illustrates his strategic approach to sustaining exceptional service levels.

Tim DiSette – Infinitas LLC

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

With roots in a farming family, Tim DiSette approaches financial planning holistically, ensuring every aspect of a client’s situation is considered. He leverages the expertise of external consultants to enhance workflows and client onboarding processes, driving growth through comprehensive strategic planning.

Gregory Guenther – GRANTvest Financial Group

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

Gregory Guenther prides himself on offering straightforward, implementable financial advice. His client-first philosophy has helped him significantly grow his client base. He believes in educating clients to achieve financial comfort and does so while maintaining ethical standards.

Strategic Growth and Adaptation

These advisors exemplify how effective communication, team dynamics, and innovative thinking can drive success in challenging circumstances. For instance, Lauzen emphasizes the importance of high-touch service, stating, “It is about taking care of people spectacularly well,” highlighting how exceeding expectations fosters strong, lasting client relationships.

As financial advisors continue to adapt to new challenges, the best among them are finding ways to enhance their services and deepen client trust. Whether through meticulous hiring practices, like DeHaan’s focus on character and compatibility, or ongoing refinements in operational efficiency, these professionals are paving the way for success in the financial advisory landscape.

With an eye on the future, these leading advisors illustrate that a solid foundation built on trust, innovation, and personalized service can lead to robust growth, even in uncertain times.

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