Celebrating Excellence: The Top Financial Advisors in the USA for 2025
In a challenging financial landscape marked by geopolitical uncertainties, fluctuating interest rates, and a contentious electoral climate, the performance of financial advisors in the United States has come under scrutiny. InvestmentNews recently announced the Top Financial Advisors of 2025, celebrating a select group of professionals who have successfully guided their clients through these turbulent times. Through skill, teamwork, and an unwavering commitment to client values, these advisors have shown exemplary growth and resilience.
Navigating a Complex Financial Environment
Dave Goodsell, the executive director at the Natixis Center for Investor Insight, elaborated on the current difficulties facing financial advisors. “Investment assumptions are being tested by lower inflation, lower rates, and slowing growth,” he noted. He highlighted the growing demand for specialized services as clients become more discerning in their expectations for investment performance. Additionally, portfolio construction has become increasingly intricate as advisors incorporate diverse products and private investments into their strategies.
Against this backdrop, the Top Advisors of 2025 reported impressive metrics in their performance. Between August 2023 and August 2024, they collectively achieved a remarkable 19 percent growth in Assets Under Management (AUM) and a 10 percent increase in client growth, overseeing a staggering $77,154,581,827 in AUM.
Spotlight on Top Advisors
Among those honored, several prominent advisors shared their insights into building successful practices in an increasingly competitive environment.
Jeff DeHaan – Clearwater Capital Partners
- AUM Growth: 28 percent
- Client Growth: 8 percent
- Location: Hoffman Estates, IL
Jeff DeHaan has carved a niche for Clearwater Capital Partners by prioritizing comprehensive client engagement. “It’s about really digging in with our client families to understand their complete financial picture,” he explained. DeHaan attributes much of his success to new client relationships forged through referrals, a testament to the trust placed in him by existing clients.
Ted Lauzen – Grey Fox Wealth Advisors
- AUM Growth: 67 percent
- Client Growth: 90 percent
- Location: Rockland, DE
Ted Lauzen draws on his experience as a combat helicopter pilot to offer stability and confidence to his clients. “Being in the trenches with our clients is critical; it’s important to have trusted advisors during tough times,” he stated. Lauzen’s approach focuses on high responsiveness and personalized service, which have been integral to his rapid growth.
Wayne McCormick – McCormick Wealth Management of Steward Partners
- AUM Growth: 26 percent
- Client Growth: 18 percent
- Location: Manchester, NH
Wayne McCormick emphasized his team’s efficiency and operational refinement as keys to growth. Through careful client selection and onboarding, he ensures that his firm genuinely fits each client’s needs. He promotes a “clients for life” mentality, aiming for long-term partnerships.
Tim DiSette – Infinitas LLC
- AUM Growth: 48 percent
- Client Growth: 16 percent
- Location: Overland Park, KS
For Tim DiSette, coming from a farming background instilled in him a strong work ethic and a deep sense of compassion for clients. His firm focuses on holistic, cash-flow-based financial planning. By engaging external consultants for fresh perspectives, DiSette has been able to streamline client services and workflows significantly.
Gregory Guenther – GRANTvest Financial Group
- AUM Growth: 34 percent
- Client Growth: 133 percent
- Location: Matawan, NJ
Gregory Guenther’s dedication to educating clients stands out in his approach. With a focus on comprehensive financial and retirement planning, he strives to empower clients to achieve financial comfort and freedom. His unwavering commitment to putting clients first has driven his firm’s impressive growth.
Strategies for Sustained Success
The successful advisors not only attribute their achievements to internal strategies but also to their ability to manage growth responsibly. With heightened client expectations amid success, they are committed to maintaining high service standards.
For instance, McCormick carefully considers which new clients to accept to ensure a solid fit, while DiSette continuously evaluates and refines their service offerings for better alignment with client goals. Lauzen advocates for exceeding client expectations daily, emphasizing relationship-building as paramount in sustaining long-term growth.
DeHaan shared insights into hiring practices, underscoring the significance of character, integrity, and shared values among new advisors. “It’s essential for our team to recognize the high standards we set for ourselves and our clients alike,” he stated.
Conclusion
The top financial advisors in the USA have shown incredible resilience and adaptability in 2025, distinguishing themselves through outstanding performance metrics and client relationships. As the financial environment continues to evolve, their proactive strategies and emphasis on service excellence position them well for future challenges and opportunities. Their success serves as a model for the financial advisory industry, highlighting the importance of integrity, expertise, and a client-centered approach.
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