Newsweek | America’s Top Financial Advisory Firms 2025

In a world where financial uncertainty is at an all-time high, finding a trusted partner to navigate your financial future is more important than ever. According to recent surveys, over 77 percent of Americans feel unsure about their financial outlook, underscoring the growing demand for expert guidance.

That’s why we’re thrilled to share that Newsweek has named Schechter one of America’s Top Financial Advisory Firms for 2025. This recognition highlights the dedication, expertise, and client-first approach that have been the foundation of our work for decades.

A Commitment to Excellence
Newsweek’s rigorous analysis reviewed over 15,000 SEC-registered financial advisory firms, evaluating them on key factors like:

•    Asset and client performance
•    Adviser expertise and client ratio
•    Service breadth and conflict-of-interest transparency

We are proud of each member of the Schechter team for exhibiting the firm’s values and demonstrating a culture of excellence.   

Read the full article here

Disclosure: The ranking was given on November 19, 2024, and was based data taken from Schechter’s SEC filings as of September 2024 (12.31.22 to 12.31.23) The period of time upon which the CAGR data was based is Sept 2019 to Sept 2024.  Newsweek in conjunction with Plant -A Insights Group created and tabulated this rating. No compensation has been provided directly or indirectly by the Schechter in connection with obtaining or using this Newsweek rating.