In their 2025 rankings, InvestmentNews has named Altfest President and Principal Advisor, Andrew Altfest, as one of the Top Financial Advisors in the US.  As a leader of Altfest Personal Wealth Management, Andrew strives to both deliver industry-leading advisory services to clients and also lead the firm forward by adopting the latest technologies and methods.

The Top Financial Advisors in the USA – Investment News

To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted.  
 
The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list.

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