Award-Winning Financial Services
Best Financial Advisory Firms 2026
Prentice Wealth Management was recognized by USA TODAY as one of the Best Financial Advisory Firms in 2026 - our 4th year in a row (since the ranking began in 2023). In our AUM category (“up to $500 million”), we ranked top 15 and top 125 overall. We’re also proud to be top 10 in NY (#1 in NY in our category) and #1 in Rochester overall.
This annual list (developed by Statista) evaluates registered investment advisory (RIA) firms using two independent measures:
• Recommendations gathered through a survey of 30,000+ individuals (including advisors, industry professionals, and clients; no self‑recommendations permitted)
• Growth in assets under management (AUM) based on publicly available SEC IAPD data, measuring both short‑term (Jan 2025–Jan 2026) and mid‑term (2023–2026) growth
This recognition would not be possible without our clients, the inspiration behind everything we do. We are grateful to share this achievement with you.
Disclosure: This recognition is not indicative of future performance or any one client’s experience. No fee was paid to obtain, use, or promote this ranking. The USA TODAY Best Financial Advisory Firms 2026 list was published April 15, 2026 and is available at usatoday.com.
2026 Best Place to Work
Our firm was highlighted in InvestmentNews as a Best Places to Work 2026 award-winner. This recognition is especially meaningful because it’s based entirely on anonymous employee feedback, gathered from firms nationwide and analyzed by InvestmentNews. We’re honored to have been spotlighted with a 4.3 out of 5 score. We believe strong outcomes are built on strong habits. Our supportive, dedicated team culture grounded in collaboration, accountability, and continuous improvement directly shapes how we serve our clients every day.
Award notification occured on 1/13/2026 and was conducted by third-party anonymous survey and employee feedback taken in 2025. No fee was paid to be considered for or to win this award.