America's Top Financial Advisory Firms 2025

The Cynosure Group is pleased to be listed fourth on the list of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. The rankings, which were published in November 2024, were determined after analyzing over 15,000 financial advisory firms using September 2024 data published by the SEC and scored based on certain factors, including (but not limited to) a firm’s assets under management, regulatory registration and disciplinary history, client base size and adviser to client ratio, breadth of service offerings and the analysis of certain parameters assessing potential conflicts of interests.** As a diversified investment firm, we’re proud of our team and the collaborative investment solutions we seek to provide to our investors and clients.

Read the full article here.

** Cynosure did not provide compensation to be included in the ranking but did a pay a licensing fee to Plant-A Insights Group for the use and referencing of the ranking externally.  Further information on the methodology used by Newsweek and Plant-A Insights Group to identify and rank firms can be found on the above external link.  Please note that this ranking is not exhaustive, does not include all financial advisory firms or considered individual client portfolio performance.  A firm’s inclusion in this ranking does not constitute an endorsement or guarantee of its services and investors should conduct their own due diligence before selecting an advisory firm.