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Navigating Uncertainty: Meet the Top Advisors of 2025 Driving Growth and Innovation in Client Wealth Management

March 19, 2025
Smart Money

Navigating Uncertainty: The Accomplishments of InvestmentNews’ Top Advisors of 2025

In a year marked by geopolitical uncertainty, low interest rates, and a contentious political climate, financial advisors in the United States have faced numerous challenges in serving their clients. In this challenging environment, the best advisors have showcased their resilience and expertise, managing to reassure clients while navigating complex financial landscapes.

According to Dave Goodsell, executive director at the Natixis Center for Investor Insight, these times have put investment strategies to the test. "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," Goodsell noted. He also emphasized that portfolio construction has become increasingly intricate as advisors explore a broader range of products and incorporate private investments into their strategies.

Exceptional Growth Amidst Trials

Despite these obstacles, the Top Advisors of 2025, as recognized by InvestmentNews, have demonstrated remarkable achievements in assets under management (AUM) and client acquisition. From August 2023 to August 2024, these top advisors collectively achieved a 19% growth in AUM and a 10% increase in client numbers, overseeing a staggering total of $77,154,581,827 in AUM.

The success of these advisors stems not only from their individual skills but also from their emphasis on teamwork, strategic use of technology, and a genuine understanding of client communication and needs. Below are some of the standout advisors from this recognition.

Featured Advisors

Jeff DeHaan – Clearwater Capital Partners

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

DeHaan attributes his success to a comprehensive approach that prioritizes understanding each client’s unique financial situation. "It’s not about quick answers, but truly digging into the totality of their financial world," he explained. He noted that nearly all new client relationships stem from referrals.

Ted Lauzen – Grey Fox Wealth Advisors

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

With a background as a combat helicopter pilot, Lauzen draws on his experience to offer stability and confidence to his clients. “We are always in the boat with our clients…it’s essential to have trusted, hardworking, and smart advisors during tough times,” he shared. Lauzen’s growth in AUM and clients illustrates his commitment to exceptional service.

Wayne McCormick – McCormick Wealth Management of Steward Partners

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

McCormick stands out for his focus on refining operational efficiencies as part of his service offerings. "Competence and access to investments are table stakes; we constantly ask what extra we can provide,” he stated. McCormick’s personalized approach to client relationships lays the foundation for long-term partnerships.

Tim DiSette – Infinitas LLC

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

Growing up in a family farming business instilled a sense of compassion in DiSette, which he translates to managing clients’ finances. Emphasizing a cash-flow-based financial planning model, he believes in a holistic approach that accounts for every aspect of a client’s situation.

Gregory Guenther – GRANTvest Financial Group

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

Guenther’s commitment to education and comprehensive planning defines his practice. “Our success formula has been simple: put the client first and always do the right thing,” he reiterated. Guenther’s focus on accessible financial advice and strategic planning has resonated with his clients.

Strategies for Sustained Growth

The success of the Top Advisors reflects not only their individual merits but also their strategies for sustainable growth. McCormick, for instance, recognized the need for additional support and brought on another partner to ensure ongoing quality service. His selective client onboarding process is designed to foster lasting relationships.

DiSette emphasizes the importance of holistic financial planning and consulting external resources for complex situations. This approach has refined workflows and has effective onboarding processes for new clients, improving overall service delivery.

Lauzen’s focus on responsive service, paired with a commitment to exceeding expectations, has been fundamental in driving growth. However, he acknowledges the challenge of finding qualified advisors who can share this dedication.

The double-edged sword of success is a common theme among these advisors. DeHaan articulates the struggle of managing growth without compromising the quality of service expected by clients. He insists on a rigorous selection process for new team members, emphasizing character as a non-negotiable trait.

Conclusion

As the financial landscape continues to evolve, the Top Advisors of 2025 represent a beacon of resilience and adaptability within the advisory sector. Their ability to maintain growth and build enduring client relationships amidst uncertainty is a testament to their expertise and commitment to delivering exceptional service. As the future unfolds, these advisors will surely continue to navigate complexities and lead with integrity, offering valuable lessons in client stewardship and financial management.