AWARDS & RECOGNITION
Recognition that means something.
We don't chase awards. But when independent organizations recognize the work we do for our clients, we're proud to share it — because it reflects what they already know.
2025
Our recognition
USA TODAY x STATISTA
Best Financial Advisory Firms 2025
TruNorth Capital was named to USA TODAY's Best Financial Advisory Firms 2025 list — selected from thousands of RIA firms nationwide based on client and industry recommendations and verified AUM growth over both one-year and five-year periods.
30,000+
Advisors, clients & experts surveyed
Top 500
Firms recognized nationwide
5 years
AUM growth window evaluated
WHAT THIS MEANS
Third-party validation of what our clients already know.
This recognition was determined entirely by independent evaluation — not self-nomination. It reflects our consistent growth, the trust our clients place in us, and our commitment to doing things the right way. We're honored, and we're not done.
Award Disclosure: The USA TODAY / Statista ranking is based on two dimensions: (1) recommendations by clients, industry experts and financial advisors, and (2) the RIA's growth in short-term (Jan.2024 to Jan. 2025) and long-term (2020 to 2025) 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, and any events after February 13, 2025 were also not considered in the analysis. 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". TruNorth Capital did not pay to obtain this rating. TruNorth Capital paid a licensing fee to USA TODAY/Statista for the right to display the award logo and use the designation in its marketing. The rating is not indicative of any client's experience or future performance and should not be considered a guarantee of the quality of advice.