In a world of rising uncertainty, Americans are craving expert guidance to help navigate their financial decisions. The advisors on this year’s 2025 InvestmentNews Top advisors list stand out for their transparent, customized strategies, thorough support and ability to anticipate market shifts. They also prioritize client experience, ensuring open communication and an understanding of their clients’ unique goals.

These advisors know that success is not just about the money they manage, it’s about the relationships they build with their affluent clients. They are quick to embrace new ideas and technologies, and have a growth mindset that propels them towards greater achievement. They’ll tell you why being self-aware is vital, and how to create an emotional connection that helps them stand out in a busy industry.

Top Advisors: Choosing the Best Financial Experts for Your Needs

To earn a spot on the 2025 Top Advisors list, advisors must have at least $100 million in assets under management (AUM) and meet other qualitative criteria, including best practices, compliance record, industry experience, referrals and nominations. SHOOK Research interviews each candidate in person or via virtual meeting and considers both quantitative and qualitative factors when creating rankings. The final ranking is based on weighted AUM, AUM growth and client growth from August 2017 to August 2024. Client composition and firm acquisitions can skew asset under management numbers, so it’s important to understand the totality of an advisor’s business. SHOOK Research only publishes the rankings of role models, advisors who are leading the way in offering best practices and providing a high-quality experience for their clients.