We are proud to to announce that Newsweek once again recognized Oak Wealth Advisors as one of the Best Financial Advisors in the United States. We have earned this recognition from Newsweek since its inception in 2024.
Oak Wealth Advisors did not pay to be included in the rankings. Oak Wealth Advisors did pay to use the award logo.
Methodology
Plant-A Insights Group and Newsweek have partnered to identify America’s Top Financial Advisory Firms 2026. Over 16,000 Financial advisories registered with the SEC were analyzed to find the best of the best.
To be eligible for evaluation, a financial advisory firm had to have more than $20 million assets under management (AUM), a minimum of 3 wealth advisers, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records (as defined by the 12 disciplinary items in Form Adv Part 1) and the 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. Both short-term (Sept 2024 vs Sept 2025) and long-term (CAGR Sept 2020 to Sept 2025) measures of asset growth are included in the scoring model.
Client Performance: Great advisories retain their clients and attract new ones. Both short and long-term measures of client base growth/shrinkage for short term (Sept 2024 vs Sept 2025) and long term (CAGR Sept 2020 to Sept 2025) are included in the scoring model.
Adviser Expertise and Client Ratio: Measures that capture the credentialed expertise of each firm (% if employees that are registered financial advisory representatives) as well as the client-to-adviser ratio are also considered in the scoring model.
Breadth of service offerings: Great firms offer a bundle of related services for their investors. The number of wealth advisory services, including financial planning services and pension consulting services, are also included in the scoring model.
Conflicts of interests: The best advisories work to prevent conflicts of interest; firms with conflicts of interests are penalized in the scoring model.
A percentile rank between 0 and 100 was calculated for each RIA, and the top 1,000 financial advisories
The top 1,000 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2026. The performance of firms not included in the ranking is not disputed.
DISCLAIMER
Rankings Placement
Placement in the rankings (defined below) is a positive recognition based on research of publicly available data sources from the time period in question.
Intellectual Property Rights
All content within the rankings (“rankings”) is the exclusive property of Plant-A Insights Group LLC (“Plant-A”). This work, including all data, analyses, and derived rankings, is copyrighted under United States and international copyright laws. Unauthorized use, including but not limited to the publication, reproduction, modification, distribution, transmission, or display of any material without the prior written consent of Plant-A, is strictly prohibited.
Nature of the Rankings
The rankings are prepared by Plant-A and reflect an editorial content piece, based on both primary and secondary market research. This includes publicly available data and specific data provided directly to Plant-A. These rankings are published in conjunction with Newsweek and should be viewed as an editorial work, not as definitive financial or business guidance.
Data Accuracy and Periodicity
The rankings are generated from data sources deemed reliable and formed based on a methodological analysis of data spanning the last 24 months. They are inherently a reflection of historical data and may not include subsequent developments, unforeseen events, or additional data not covered during the research period.
No Endorsement or Quality Assurance
Plant-A does not endorse nor validate the business practices or the standing of the ranked companies. The inclusion or exclusion of any company in the Rankings should not be used as a basis for financial, business, or other decisions. All decisions based on any information presented in the rankings should be made in conjunction with other available information and independent advice.
Plant-A Insights Group and Newsweek partnered to analyze over 16,000 financial advisory firms across the country and choose 1,000 to be on their list of Top Financial Advisory Firms for 2026.
You can learn more about the awards and their screening process here.
The recognition of America’s Top Financial Advisory Firms of 2026 was given in November of 2025.
America's Top Financial Advisory Firms of 2026
The recognition of America’s Top Financial Advisory Firms of 2025 was given in December of 2024.
