We are honored to be recognized in USA Today’s Top Financial Advisory Firms of 2026 ranking. This recognition follows our inclusion on Newsweek’s list of America’s Top Financial Advisory Firms earlier this year.
In the USA Today ranking, Oak Wealth Advisors was named #268 out of 1,000 firms nationwide. Within our category of firms managing under $500 million in assets, we ranked #50 and #2 in Illinois.
We view this recognition of a reflection of our ongoing commitment to providing thoughtful financial planning, investment management, and guidance for families navigating special needs planning. We are grateful for the continued trust our clients place in us.
Oak Wealth Advisors did not pay to be included in the rankings.
About the Ranking
USA Today partnered with Statista to develop this year’s ranking. According to their methodology “To determine this ranking, we looked at firms’ assets under management (AUM) over the short and long term. We also looked at the number of recommendations they received from both clients and peers. Firms are grouped by four asset-size categories: up to $500 million in assets, $500 million to $1 billion in assets, $1 billion to $5 billion in assets, and more than $5 billion in assets.”
Click here for full methodology information
