Important Disclosure Information

Awards

  • USA Today's Best Financial Advisory Firms

  • Barron's Top 1500 Financial Advisors

  • America's top RIA's

USA TODAY's Best Financial Advisory Firms

Disclosure: USA TODAY’s Best Financial Advisory Firms 2025 was published on April 23, 2025, and is a ranking of registered investment advisory firms prepared by USA Today and Statista, Inc. The ranking is based on recommendations by financial advisors, clients and industry experts and a firm’s development of Assets Under Management (AUM). Recommendations were collected via an independent survey among over 30,000 individuals, and self-recommendations were prohibited. AUM development was analyzed both in the short-and long-term using publicly available data from the SEC IAPD regulatory database. Short-term AUM development was calculated over a twelve-month period from January 2024 to January 2025, while long-term development spanned a five-year period from 2020 to 2025. The 500 RIA firms with the highest score were awarded as USA TODAY’s Best Financial Advisory Firms. Organizations do not pay for, or need to apply, to appear on this list. Keen Wealth Advisors paid a license fee to USA TODAY to publicize the ranking. For information on the methodology used, click here: USA-TODAYs-Best-Financial-Advisory-Firms-US_Methodology-2025.pdf

Barron's Top 1500 Financial Advisors

Disclosure: Barron’s Top 1500 Financial Advisors 2026 ranking is based on assets under management/revenue/regulatory record/quality of practice. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Arista Wealth Management paid a licensing fee to Barron's to publicize this ranking. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.

America's top RIA's

Disclosure: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

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