Newsweek Top 10 Financial Advisory firms in the US with the highest growth in 2026

Valerie Charoux
11 hours ago
3 min read

Financial News - Here is the Newsweek ranking of the Top 10 Financial Advisory firms in the US with the highest growth in 2026, as per Assets Under Management by CAGR (Compound Annual Growth Rate):

Top 10 Financial Advisory firms in the US with the highest growth in 2026:

1 - Gallagher – USA

Gallagher ranks No. 1 Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range over $10 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges between Its Compound Annual Growth Rate (CAGR) ranges over 100%.

2 - F/m Investments

F/m Investments ranks 2nd Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range up to over $10 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges between 91%-100%.

3 - The Ameriflex Group

The Ameriflex Group ranks 3rd Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $5 Billion - $10 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

4 - Eversource Wealth Advisors - USA

Eversource Wealth Advisors ranks 4th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $1 Billion - $5 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

5 - Mayflower Advisors

Mayflower Advisors ranks 5th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $1 Billion - $5 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

6 - Veratis Advisors

Veratis Advisors ranks 6^th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $1 Billion - $5 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

7 - Vise AI Advisors

Vise AI Advisors ranks 7^th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $1 Billion - $5 Billion as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

8 - SogoTrade Asset Management (By Marketriders)

SogoTrade Asset Management (By Marketriders) ranks 8^th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $250 Million - $500 Million as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

9 - Stiles Financial Services

Stiles Financial Services ranks 9^th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range between $250 Million - $500 Million as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.

10 - W&S Brokerage Services

W&S Brokerage Services ranks 10^th Financial Advisory firm in the US in 2026, according to Newsweek. Its Assets Under Management range up to $250 Million as at September 2025. Its Compound Annual Growth Rate (CAGR) ranges over 100%.