InvestmentNews list recognizes the nation’s top-performing wealth management firms setting a benchmark for excellence in the industry
Destiny Wealth Partners, a leading independent, SEC registered investment advisory (RIA) firm, has been recognized on InvestmentNews’ inaugural list of 5-Star RIA Firms for 2025. The distinction honors the nation’s “top-performing wealth management firms, selected through a comprehensive months-long evaluation process based on assets under management (AUM), AUM growth, and strong client engagement.”
To qualify, firms were required to manage a minimum of $1 billion in AUM during 2024 and demonstrate strong client engagement and consistent growth. The freshman cohort of 28 firms achieved an average client growth rate of 23% last year, reflecting both the value of high-touch service and strategic, results-driven practices.
Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners, commented, “Being named a 5-Star RIA is a testament to the way our team focuses on comprehensive, objective financial planning and investment strategies that are designed to help our clients achieve their long-term goals. I believe they’ve chosen us as an independent RIA in large part because we are independent and work in their best interests.
“InvestmentNews recently wrote that “the real incentive of deciding to go with an RIA firm is the attractiveness of having a team composed of captains of their own destiny.” We couldn’t agree more and are honored that our desire to always do the right thing for our clients has led us to be recognized among the country’s top-performing advisory firms. We remain committed to delivering individualized, thoughtful guidance to every client.”
The award highlights several trends among the highest-performing firms, including a culture of accountability, differentiated offerings, and an integrated approach to financial planning. Destiny Wealth Partners’ success reflects a disciplined, transparent, and client-first philosophy, emphasizing long-term wealth management and organic growth, as well as the ability to rapidly adapt strategies and adopt leading-edge technology.
Ruggie added, “Our growth is driven by the trust our clients place in us and the measurable results we deliver. This recognition reflects our commitment to building lasting relationships and helping clients navigate their financial journeys with confidence.”
InvestmentNews’ inaugural 5-Star RIA list sets a benchmark for excellence in the wealth management industry and recognizes firms that consistently deliver outstanding client outcomes while maintaining robust growth and operational strength.
For more information on Destiny Wealth Partners and its full range of wealth management services, visit destinywealthpartners.com.
