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Generational Wealth Advisors Recognized by USA TODAY and Statista as a Top 500 RIA

via Business Wire

Generational Wealth Advisors (GWA), a provider of personalized financial planning and investment advisory services, is proud to announce its inclusion in the list of the Top 500 Registered Investment Advisors (RIAs) in the United States, as ranked by USA TODAY in partnership with Statista.

Generational Wealth Advisors was included in USA TODAY and Statista’s 2025 survey of top-rated firms, which considered factors such as peer recommendations and firm growth. The rankings were based in part on an analysis of assets under management (AUM) and input from approximately 30,000 industry professionals.

“We are honored to be included among the firms identified in this year’s listing,” said Brent Everett, Founder and CIO of Generational Wealth Advisors. “This recognition is based in part on peer feedback and firm-level data, and we believe it reflects our ongoing efforts to provide clients with thoughtful financial guidance and to maintain transparent, trust-based relationships.”

As the financial landscape continues to evolve with unprecedented market volatility, selecting a fiduciary-focused advisor has never been more important. Registered Investment Advisors (RIAs) like Generational Wealth Advisors are uniquely positioned to guide investors through economic uncertainties, offering fee-based services that prioritize client outcomes over product sales.

“Being recognized by USA TODAY and Statista is a reflection of the exceptional work our Generational Wealth Advisors team delivers every day,” said Ryan Binkley, President and CEO of Generational Group. “I appreciate the team’s continued focus on serving our clients and upholding our firm’s values and commend the Generational Wealth Advisors team for this recognition.

Generational Wealth Advisors’ inclusion in USA TODAY’s Top 500 RIAs list highlights the firm’s growth and its presence within the industry. The firm’s emphasis on holistic financial planning, tailored investment solutions, and proactive risk management has enabled it to stand out among peers across the country.

About the USA TODAY/Statista Top 500 RIA Rankings

The USA TODAY and Statista ranking evaluates RIAs based on objective criteria, including AUM growth rates over one and five years and the volume of peer and client recommendations. The comprehensive methodology ensures that recognized firms demonstrate not only financial performance but also a commitment to client-centric service.

About Generational Wealth Advisors

Generational Wealth Advisors is a nationally recognized, award-winning wealth management firm headquartered in Dallas, Texas. The firm provides independent, objective financial advice to clients across the country. Committed to acting solely in their clients’ best interests, they steer clear of incentives that might favor specific strategies, asset classes, fund managers, or service providers. Their investment approach is grounded in strategies that have consistently delivered long-term results. Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission and does not provide legal or tax advice. Please see important disclosure information, including details on award methodology, at: www.generationalwealthadv.com/disclosure-information.

About Generational Group

Generational Group, headquartered in Dallas, is a leading, award winning, full-service M&A advisory firm. With over 300 professionals across 15 offices in North America, the company helps business owners unlock the full value of their businesses through a comprehensive suite of advisory services. These services include strategic growth consulting, exit planning education, business valuation, value enhancement strategies, M&A advisory, digital solutions, and wealth management.

Generational Group was honored as the 2024 USA Investment Banking Firm of the Year by the Global M&A Network and named Investment Banking Firm of the Year by The M&A Advisor in both 2024 and 2022. The firm also received recognition as Valuation Firm of the Year and Consulting Firm of the Year in 2022 and 2023, further cementing its reputation as a leader in M&A advisory services.

Awards Disclosure 2025 USA Today Best Financial Advisory Firms

USA TODAY and Statista awarded the “Best Financial Advisory Firms” in the US. The ranking of the best registered investment advisory firms (“RIA Firms”) is based on two dimensions: recommendations by clients, industry experts and financial advisors and a firm’s development of assets under management (AUM). Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation.

AUM development was analyzed both in the short- and long-term using publicly available data. Short-term AUM development was calculated over a twelve-month period from January 2024 to January 2025, while long-term development spanned a five-year period from 2020 to 2025. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70.

The 500 RIA firms with the highest score were awarded as USA TODAY’s Best Financial Advisory Firms.

To view the complete program description click here.

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