Activest named to Newsweek’s top financial advisory firms for 2026

We are pleased to share some news: Activest named to Newsweeks top financial advisory firms for 2026. Newsweek included Activest Wealth Management on its list of America’s Top Financial Advisory Firms 2026. Below, we explain what the ranking covers, how we suggest reading it, and the disclosures that come with it.

Activest named to Newsweeks top financial advisory firms for 2026

According to Newsweek, the ranking considered more than 16,000 registered firms, and 1,000 appeared on the final list. In addition, the full list and methodology appear on Newsweek’s rankings site.

Newsweek, not Activest, chose the criteria and weighting behind the list. For that reason, we encourage readers to review the methodology directly rather than rely on our summary. The publisher’s own explanation is the most accurate account of how it built the ranking and which data it used.

How to read a ranking like this one

Every publisher that ranks advisory firms makes choices. First, it decides which firms qualify for consideration. Next, it selects the data it will gather and the weight each factor carries. As a result, two publishers can review the same group of firms and reach different conclusions.

In practice, a ranking is one data point among many. It can tell you that a publisher reviewed a firm against a defined set of criteria. However, it cannot tell you whether that firm suits your family, your goals, or your comfort with risk. Only a direct conversation can answer those questions.

Timing also matters. A ranking reflects data from a specific period, and a firm can change after that period ends. Therefore, you should always check the date of a ranking and the period its data covers. You should also check whether the firm paid to take part. The disclosures at the end of this article include all three details.

What the recognition means, and what it does not

We are grateful for this recognition. However, a ranking reflects the criteria and data the publisher chose. It does not indicate future performance or guarantee that any client will have a similar experience. Instead, we view it as encouragement to keep serving the families who work with us.

Of course, the families we serve care most about the work itself. They want clear advice and honest communication. Above all, they want a plan they understand. Seeing Activest named to Newsweeks top financial advisory firms for 2026 is a welcome moment, but it does not change how we approach that work day to day.

Questions worth asking any advisory firm

Whether or not a firm appears on a list, a few questions can help you judge the fit. We suggest asking them of any advisor you consider, including us.

• First, ask how the firm earns its fees and whether any conflicts of interest exist.
• Next, find out who will handle your account day to day and how often you will hear from them.
• In addition, request an explanation of the firm’s investment approach in plain language.
• Finally, ask how the firm will measure progress toward your goals and report it to you.

Clear answers to these questions often reveal more than any single award. In other words, the ranking can start a conversation, and the conversation should do the rest. If you would like to talk through these questions with our team, we welcome the chance.

Important disclosures

Newsweek issued this ranking on [DATE], based on data covering [DATA PERIOD]. Activest [did / did not] pay a fee to participate in the ranking or for Newsweek to consider it. The firm also [did / did not] pay to publicize the award. Finally, rankings and recognitions are not indicative of future results.