Top Advisors Shine Amid Challenging Times: A Look at AUM and Client Growth
As geopolitical uncertainties, low interest rates, and a contentious political landscape weigh heavily on financial advisors, a select group has managed not only to survive but thrive. The latest report from InvestmentNews highlights the resilience and expertise of the Top Advisors of 2025, who have demonstrated impressive asset under management (AUM) and client growth in a tumultuous market.
Navigating a Complex Financial Landscape
Financial advisors across the United States have been facing a host of challenges over the past year. Lower inflation rates and slowing economic growth have tested long-standing investment assumptions, leaving clients seeking specialized services and better performance. According to Dave Goodsell, executive director at the Natixis Center for Investor Insight, advisors are feeling the pressure. "Clients are demanding more specialized services while holding high expectations for investment performance," says Goodsell. "Portfolio construction is becoming increasingly complex."
In light of these challenges, the Top Advisors of 2025 have emerged as exemplary leaders in their field, delivering remarkable growth in both AUM and client base over the past year. Collectively, they have reported:
- 19% growth in AUM
- 10% growth in client base
- Oversight of over $77 billion in AUM
The Importance of Expert Teams and Technology
The success of these top advisors can largely be attributed to their ability to leverage team expertise and technology. They recognize that competition in the advisory space is fierce, and mastering client communication—along with addressing the emotional aspects of wealth management—is critical to their success.
Spotlight on Individual Achievements
Among those honored in the InvestmentNews report are several advisors whose unique approaches have contributed to their growth.
Jeff DeHaan – Clearwater Capital Partners
- AUM Growth: 28%
- Client Growth: 8%
DeHaan attributes his success to a comprehensive understanding of clients’ financial needs. He believes that in-depth engagement leads to better outcomes. “It’s important to dig in with our client families to understand their financial world,” he explains. “The vast majority of our new client relationships come from referrals.”
Ted Lauzen – Grey Fox Wealth Advisors
- AUM Growth: 67%
- Client Growth: 90%
Drawing from his experiences as a combat helicopter pilot, Lauzen emphasizes the importance of providing stability and confidence to clients during challenging times. “Being in the trenches with clients is vital; they need trusted advisors, especially in tough situations,” he states.
Wayne McCormick – McCormick Wealth Management of Steward Partners
- AUM Growth: 26%
- Client Growth: 18%
McCormick highlights the role of operational efficiency and teamwork in his growth strategy. “We think deeply about our processes to create efficiencies that benefit our clients,” he shares.
Tim DiSette – Infinitas LLC
- AUM Growth: 48%
- Client Growth: 16%
With a background in farming, DiSette brings a compassionate touch to financial planning. He emphasizes the significance of technology and external consultants to refine workflows. “An external consultant can provide valuable perspectives,” he notes.
Gregory Guenther – GRANTvest Financial Group
- AUM Growth: 34%
- Client Growth: 133%
Known for his dedication to client education, Guenther prides himself on his commitment to doing the right thing for his clients. “Our formula for success is simple: put the client first,” he shares.
Strategies Driving Growth
Many of these top advisors employ strategic hiring to manage their growing businesses. For instance, McCormick expanded his team after recognizing capacity limits and the need to maintain high service levels. “We measure potential clients not just by assets but by fit and personality,” he explains.
Similarly, DiSette employs external consultants to reassess operational workflows, ensuring his team can serve clients effectively. Lauzen focuses on robust service delivery, emphasizing the need for new advisors who can match the firm’s standards.
Conclusion
In a time when financial advisors face unprecedented challenges, the Top Advisors of 2025 have not only demonstrated resilience but have also set benchmarks for success in the industry. By focusing on expert teams, technology, and strong client relationships, these advisors showcase the potential for growth even amidst adversity. As the landscape continues to evolve, their strategies may serve as a roadmap for others aiming to navigate the complexities of wealth management successfully.
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