Navy Federal Investment Services Named One of America’s Top Financial Advisory Firms for 2025
VIENNA, Va. — In a significant acknowledgment of its contributions to the financial services industry, Navy Federal Investment Services (NFIS), a subsidiary of Navy Federal Financial Group, has been recognized as one of America’s Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group. This honor not only underscores NFIS’s commitment to empowering investors in making well-informed financial decisions but also coincides with the 25th anniversary of Navy Federal Financial Group.
A Commitment to Excellence
“We are honored to be recognized as one of the top financial advisory firms for 2025. This achievement reflects the hard work, dedication, and trust our team has cultivated over the past 25 years,” stated Diane Young, Chief Operating Officer of Navy Federal Financial Group. “As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members.”
The Newsweek and Plant-A Insights Group evaluation highlighted the top financial advisory firms in the U.S. after an extensive analysis of over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). This rigorous assessment emphasizes the competitive nature of the financial services sector and the growing demand for reliable financial guidance.
Understanding Market Needs
Nancy Cooper, Global Editor in Chief at Newsweek, commented on the evolving expectations of American consumers regarding financial advisory services. “In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. Newsweek and market-data research firm Plant-A Insights are proud to introduce America’s Top Financial Advisory Firms 2025, highlighting companies that exemplify what it means to be a financial leader in today’s market.”
About Navy Federal Credit Union
Founded in 1933 with just seven members, Navy Federal Credit Union has grown to become the largest credit union in the world, serving more than 14 million members globally. As a member-owned, not-for-profit organization, Navy Federal prioritizes the financial needs of its members. Membership is available to Department of Defense and Coast Guard Active Duty personnel, Veterans, civilian employees, contractor personnel, and their families. The organization employs over 24,000 staff members and operates more than 360 branches worldwide.
For those interested in career opportunities, more information can be found at navyfederal.org/careers.
About Navy Federal Investment Services
Established in 1999, Navy Federal Financial Group was created to expand the range of financial services available to its members. Through its subsidiary, Navy Federal Investment Services, the group provides a multitude of customized financial solutions to Navy Federal members, their families, and the military community. Services offered include personalized financial planning, educational seminars, investment tools, insurance coverage, trust planning and services, title services, and digital platforms.
For more information about Navy Federal Investment Services, please visit navyfederal.org/investment-services.
Note: Navy Federal Financial Group, LLC (NFFG) operates as a licensed insurance agency. Non-deposit investments, brokerage, and advisory products are available through Navy Federal Investment Services, LLC (NFIS), which is a member of FINRA/SIPC and an SEC registered investment advisory firm. Certain products are not insured by NCUA/NCUSIF and come with investment risks. Financial Advisors employed by NFFG are also registered representatives of NFIS. Both entities are affiliated under the common control of Navy Federal Credit Union.