True Wealth Design is proud to have been named one of Newsweek magazine’s America’s Top Financial Advisory Firms 2025. According to Newsweek, “We analyzed over 15,000 financial advisories registered with the SEC and scored them based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest.”
This prestigious ranking is a testament to our unwavering commitment to providing exceptional advice and personalized service to clients, helping them Plan Smarter and Live Better.®
According to Newsweek’s recent coverage, “Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. According to a recent survey, over 77 percent of Americans feel uncertain about their financial future, highlighting the growing need for expert guidance.” From our inception, True Wealth Design chose to eschew commissions on investment product recommendations and serve clients in a fully transparent manner. We also have deep expertise providing integrated services for individuals and families and business owners. in integrating your retirement planning, investment planning, and tax planning and preparation into an effective overall strategy to make the most of what you have. True Wealth Design stands out in this critical aspect.
See the article America’s Top Financial Advisory Firms 2025 and ranking methodology on Newsweek’s website. True Wealth Design did not apply for nor make any payments for inclusion in this ranking.
Have Questions:
Need help making sure your investments and retirement plan are on track? Or need help with integrating tax planning into your financial and investment plans? Click to schedule a free 15-minute call with one of True Wealth’s CFP® Professionals.
Media Contact: Kevin Kroskey | Managing Partner
Methodology:
Plant-A Insights Group and Newsweek have partnered to identify America’s Top Financial Advisory Firms 2025. We analyzed over 15,000 Financial advisories registered with the SEC, and then applied the following methodology to identify the best of the best.
We began by shortlisting firms with more than $20 million assets under management (AUM), a minimum of 3 wealth advisors, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records and availability of portfolio management services to individual investors. These shortlisted firms were then analyzed and scored based on the following factors:
• Asset Performance: Growth in assets under management indicates both financial performance and the health of a firm’s client base, the cornerstones of advisory excellence. We include both short-term (Sept 2024 vs Sept 2023) and long-term (CAGR Sept 2019 to Sept 2024) measures of asset growth in our scoring model.
• Client Performance: Great advisories retain their clients and attract new ones. We again include both short and long-term measures of client base growth/shrinkage for short term (Sept 2024 vs Sept 2023) and long term (CAGR Sept 2019 to Sept 2024).
• Adviser Expertise and Client Ratio: We include measures that capture the credentialed expertise of each firm as well as their client-to-adviser ratio.
• Breadth of service offerings: Great firms offer a bundle of related services for their investors. We considered the number of other wealth advisory services in our scoring model, such as financial planning services and pension consulting services.
• Conflicts of interests: The best advisories work to prevent conflicts of interest; firms with conflicts of interests are penalized in the scoring model.
