We are excited to announce that XML Financial Group has been named to Newsweek’s List of America’s Top Financial Advisory Firms 2025!
This prestigious recognition celebrates firms that deliver transparent, client-first services, helping individuals and businesses make informed financial decisions with confidence. The award highlights our unwavering commitment to providing tailored wealth management solutions designed for each client's unique needs.
The list, compiled in partnership with Plant-A Insights Group, highlights firms that go beyond traditional financial advisory services by offering comprehensive and forward-thinking strategies. Newsweek and its research team evaluated more than 15,000 financial advisories registered with the SEC and scored them based on a variety of factors, including asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest. Firms were ranked and scored on a scale of 0 to 100, with the top 750 earning recognition as America’s Top Financial Advisory Firms 2025.
For more information on the methodology behind Newsweek’s ranking, click here.
To view the full list and see XML's ranking, click here.
Have questions about this award and how we can assist you? Let’s talk.
This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.