InvestmentNews list recognizes the nation’s top-performing wealth management firms setting a benchmark for excellence in the industry
We’re excited to announce that Destiny Wealth Partners, our independent registered investment advisory (RIA) firm conducting business as Destiny Wealth, Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners, has been recognized by InvestmentNews’ on its inaugural list of 5-Star RIA Firms for 2025. The distinction honors the nation’s top-performing wealth management firms, selected through a comprehensive months-long evaluation process based on assets under management (AUM), AUM growth, and client engagement.
To qualify, firms needed at least $1 billion in AUM during 2024 and demonstrated consistent growth and strong client relationships. The inaugural cohort of 28 firms averaged 23% client growth last year, reflecting the impact of high-touch service and results-driven strategies.
Our Founder and CEO Tom Ruggie, ChFC®, CFP® said, “Being named a 5-Star RIA highlights our focus on objective financial planning and investment strategies designed to help clients reach their long-term goals. InvestmentNews noted that ‘the real incentive of deciding to go with an RIA firm is the attractiveness of having a team composed of captains of their own destiny.’ We couldn’t agree more. Our independence allows us to put clients first, and this recognition validates that approach.”
The award underscores trends among the highest-performing firms, including accountability, differentiated offerings, and integrated planning. Destiny Wealth Partners’ success reflects a client-first philosophy, disciplined growth, and early adoption of leading-edge technology.
Ruggie added, “This honor reflects the trust our clients place in us and our commitment to delivering measurable results and thoughtful guidance at every stage of their financial journey.”
InvestmentNews’ 5-Star RIA list sets a benchmark for excellence, recognizing firms that deliver outstanding client outcomes while maintaining strong growth and operational strength.