Top Financial Advisory Firms of 2026 by USA Today
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.”
America’s Top Financial Advisory Firms in 2025 & 2026 by Newsweek
We are proud to be acknowledged by NEWSWEEK as one of the Top 5% of the advisory firms they evaluated.
The companies on America’s Top Financial Advisory Firms 2025 and 2026 are leading the charge, providing clients with the expertise, transparency and personalized attention they’re looking for. These firms are not only helping individuals and businesses grow their wealth but empowering them to navigate complex financial decisions with confidence.
This rating is as of December 2024 and December 2025, respectively, based upon a survey completed by Oak Wealth and other participating advisers. Rankings are generally limited to participating advisers.
Oak Wealth Advisors Wins 2023 NAPFA Award
We’re honored to be named the 2023 NAPFA Excellence in DEI Award Winner by the National Association of Personal Financial Advisors, recognizing our commitment to diversity, equity, and inclusion in the financial planning profession.
At Oak Wealth Advisors, we focus on serving families who have loved ones with disabilities—providing education, resources, and wealth management services to help them thrive. Our work highlights the talents of individuals with disabilities, from sourcing client gifts and office art to supporting inclusive organizations through creative partnerships.
Founder Mike Walther, a member of NAPFA’s DEI Committee, continues to advance awareness of special needs planning through national conferences and advisor education.
Our Current Relationships
Oak Wealth Advisors stays connected to the special needs community through participating in and supporting a number of organizations.
Oak Wealth Advisors (“Oak Wealth”) is not affiliated with the issuers of the rankings/recognition displayed on this page and these rankings/recognitions should not be construed as a current or past endorsement of Oak Wealth by any of its clients. The rankings/recognitions referenced on this page are generally based on information exclusively prepared by the recognized adviser/company. Oak Wealth did not pay a fee to be included in any such ranking. However, after receiving the designation (and not as a condition to receiving it), Oak Wealth may have paid a fee in exchange for logo licensing, plaques, or other means to commemorate the designation. Rankings/recognitions by unaffiliated rating services, publications, or other organizations, and the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed as a guarantee that a client or prospective client will experience a certain level of results if they engage Oak Wealth to provide investment advisory services.
