Important Disclosure Information

Disclosure: USA TODAY’s Best Financial Advisory Firms 2026 ranking, developed in partnership with Statista, is based on a combination of client and peer recommendations along with firm growth in assets under management (AUM). To be considered, firms must be registered as an investment advisory firm with the SEC and/or at the state level for at least one year, maintain a principal office in the United States, have a clean regulatory record, and provide financial planning or portfolio management services to individuals or small businesses.

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This ranking reflects a point-in-time evaluation and is not indicative of future performance. No compensation was provided by Straight Path Wealth Management to be included in the ranking.

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For additional award details, click here.