Verum Partners Named to Newsweek’s America’s Top Financial Advisory Firms 2026

We’re honored to share that Verum Partners has been featured in Newsweek’s America’s Top Financial Advisory Firms 2026 list, recognizing 1,000 firms nationwide for their commitment to helping clients pursue long-term financial goals with trust, transparency, and expertise.

This recognition reflects the work our team puts into delivering thoughtful advice, disciplined portfolio management, and comprehensive planning, always anchored in what matters most: our clients’ outcomes.

As part of our long-term planning, Verum engaged a nationally respected consultant in 2024—an expert in executive compensation, succession planning, and the structure of thriving private partnerships. With this guidance, we’ve developed a thoughtful framework to support Verum’s evolution into a more mature and enduring enterprise.

ABOUT THE NEWSWEEK AWARD

Newsweek partnered with Plant-A Insights Group to evaluate over 16,000 SEC-registered investment advisory firms. 

To be considered, firms had to meet baseline eligibility requirements, including a minimum AUM threshold, a minimum number of wealth advisers and clients, and at least two years of SEC registration, along with screening for disciplinary disclosures. 

Shortlisted firms were then scored across key factors, including asset performance, client performance, adviser expertise and client-to-adviser ratio, breadth of service offerings, and conflicts of interest.

LOOKING AHEAD

Verum remains committed to raising the bar in wealth management, and we’re grateful for this recognition as we continue building long-term relationships and helping clients navigate every stage of their financial lives.

Read more about the award and view the full list of honorees here. 

Verum Partners was awarded America’s Top Financial Advisory Firms 2026 on November 14, 2025. The America’s Top Financial Advisory Firms 2026 ranking is created by Newsweek in partnership with Plant-A Insights Group and is based on an evaluation of SEC-registered advisory firms using criteria that include asset performance, client performance, adviser expertise and client-to-adviser ratio, breadth of services, and conflicts of interest. The methodology for the award is available here. 

Verum Partners was featured in Newsweek’s America’s Top Financial Advisory Firms 2026 ranking list on November 14, 2025. To be eligible for evaluation, a financial advisory firm had to have more than $20 million assets under management (AUM), a minimum of 3 wealth advisers, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records (as defined by the 12 disciplinary items in Form Adv Part 1) and the availability of portfolio management services to individual investors.