We’re thrilled and honored to announce that Trinity Wealth Management has been awarded on USA TODAY’s list of the Best Financial Advisory Firms 2025. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 23rd, 2025, and can be viewed on USATODAY.COM.
The Best Financial Advisory Firms 2025 awarded the top registered investment advisory (RIA) firms in the United States based on two dimensions:
- Recommendations from financial advisors, clients, and industry experts:
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. - Development of Assets under Management (AUM):
Both short-term (12-month) and long-term (5-year) AUM development were analyzed using publicly available data.
Based on the results of the study, Trinity Wealth Management is ecstatic to be recognized on USA TODAY’s list of the Best Financial Advisory Firms 2025.
Being included in this elite group is more than an accolade—it’s a testament to the trust our clients place in us and our commitment to delivering personalized, holistic financial planning.
What makes this recognition especially meaningful is that firms cannot pay to participate or apply for consideration. The list is based on independent surveys and publicly available industry growth data, making it a true testament to impact and reputation.
A message from Charlie Mann, President of Trinity Wealth Management:
“We’re deeply grateful for this recognition, but even more grateful for our clients. Achievements like these remind us why we do what we do: helping you achieve financial peace of mind, clarity, and freedom. Thank you for your continued trust and partnership.”
This recognition fuels our mission: helping you live a life full of meaning and purpose.
See the complete list at USA Today
Trinity Wealth Management has been ranked by USA Today in the Best Financial Advisory Firms in 2025 out of the top 500 Registered Investment Advisory firms (“RIA Firms”).The ranking, conducted by Statista, was based solely on the growth of the companies’ AUM over the short term and long term and the number of recommendations they received from clients and peers. Trinity Wealth Management did not pay a fee to be included in this ranking.
About USA TODAY’s Best Financial Advisory Firm List: The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. The ranking of the best (“RIA Firms”), published in April 2025, is based on two dimensions: recommendations by peer financial advisors, clients as well as industry experts and a firm’s development of AUM. Recommendations were collected via an independent survey among over 25,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend another RIA firm 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 January 2020 to February 2025 with the ADV data being as of 12/31 each year. 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 final score was calculated as follows: 20% x recommendation score + 80% x AUM development score = final score. All surveyed individuals were selected at random.
Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Trinity Wealth is engaged, or continues to be engaged, to provide investment advisory services.
