To compile the third annual Top Financial Professionals (previously Top Advisors) list, InvestmentNews opened a public nomination process for eligible financial professionals. Nominations were accepted from advisors, colleagues, industry professionals, and clients. Only professionals who were formally nominated were considered for the 2026 list. All nominee information was required to be reviewed and verified by each professional’s compliance department before it was accepted into the evaluation process.

A total of 394 nominations were received, and 100 professionals were ultimately selected as recipients of the 2026 Top Financial Professionals recognition.

Evaluation criteria and scoring

Professionals were evaluated solely on quantifiable business metrics covering the period from August 2024 through August 2025. The ranking was based on the following weighted calculations:

 

  • 50% – total 2025 AUM
     
  • 25% – AUM growth over the evaluation period
     
  • 25% – client growth over the evaluation period


InvestmentNews assigned each professional a ranking within each of the three categories and then applied the weighting formula above to calculate a combined score. Nominees were placed on the 2026 Top Financial Professionals list based on their final composite ranking.

What the award measures

This recognition is based only on the business metrics listed above: AUM, AUM growth, and client growth.

 

 

Advisor to watch: Under $1B

Eligibility included $150M+ AUM and 7+ year's experience.

Scored on practice scale, year-over-year growth and professionalism.

 

“Awards and recognition disclosure: Rankings and recognitions are based on criteria established by the respective sponsoring organizations and are not indicative of future performance or client experience. No compensation was paid or received in connection with these awards or recognitions. Please follow the applicable links above for selection criteria and methodology.” We’d also like “Recognition” added to the website’s main navigation or another appropriate menu location so visitors can easily find the page. The design should match the existing Endurance Wealth Partners branding and display well on both desktop and mobile devices. - Awards and recognition disclosure: Rankings and recognitions are based on criteria established by the respective sponsoring organizations and are not indicative of future performance or client experience. No compensation was paid or received in connection with these awards or recognitions. Please follow the applicable links above for selection criteria and methodology. 
https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-usa/265192#methodologySection
“Awards and recognition disclosure: Rankings and recognitions are based on criteria established by the respective sponsoring organizations and are not indicative of future performance or client experience. No compensation was paid or received in connection with these awards or recognitions. Please follow the applicable links above for selection criteria and methodology.”

We’d also like “Recognition” added to the website’s main navigation or another appropriate menu location so visitors can easily find the page. The design should match the existing Endurance Wealth Partners branding and display well on both desktop and mobile devices.
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Awards and recognition disclosure: Rankings and recognitions are based on criteria established by the respective sponsoring organizations and are not indicative of future performance or client experience. No compensation was paid or received in connection with these awards or recognitions. Please follow the applicable links above for selection criteria and methodology.