Wealthtender 2025

Voice of the Client Highly Rated Firm Award Recipients

Wealthtender’s Voice of the Client Highly Rated Firm Award™ recognizes wealth management firms that consistently receive superior client reviews.

To qualify for a Highly Rated Firm award, an advisory firm must achieve an average client review rating of 4.75 or higher (on a scale of 1 to 5) based on a minimum number of eligible client reviews published on Wealthtender within a defined timeframe. Eligible reviews are limited to clients (as of the review submission date) that advisory firms must self-attest have no material conflicts of interest and received no compensation in exchange for their reviews.

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Although financial advisors and wealth management firms compensate Wealthtender for marketing services (including eligibility to be considered for awards), Wealthtender’s award criteria is objective and not influenced by compensation. Wealthtender Voice of the Client Awards are not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. Read the full methodology here where you’ll learn more about specific award criteria and eligibility requirements.

List of Wealthtender 2025 Voice of the Client Highly Rated Firm Award Recipients

Use the table below, search tool, and column sorting options to find highly rated wealth management firms ready to help you enjoy life with less money stress.

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