Navalign Named One of America’s Best Financial Advisory Firms by USA Today
Thursday, May 1st, 2025
Team members of Navalign Wealth Partners

Los Angeles, CA – May 1, 2025 — Navalign Wealth Partners is proud to announce its inclusion on USA Today’s list of “Best Financial Advisory Firms 2025.” The prestigious ranking, developed in collaboration with market research firm Statista, highlights the top 500 Registered Investment Advisers (RIAs) in the U.S. based on client satisfaction, peer recommendations, and long-term asset growth.

This national recognition reinforces Navalign’s core mission: delivering independent, fiduciary financial advice paired with an exceptional level of personal service.

We built Navalign to provide a better way forward for our clients—by acting as true fiduciaries, offering conflict-free advice, and putting their goals above all else,” said David Jacobs, Partner ar Navalign. “Being ranked by USA Today is a reflection of the trust our clients place in us and the results we strive to deliver every day.

Unlike many large advisory firms that rely on national marketing campaigns, call centers and one-size-fits-all solutions, Navalign stands apart through its customized, hands-on approach.

There’s a big difference between a sales pitch and real financial advice” said Stephen Rischall, Partner at Navalign. “At Navalign, our clients work directly with a dedicated team that knows them, their families, and their long-term goals. We serve multiple generations of family clients, helping them navigate everything from building wealth to legacy planning. We deliver the personalized guidance and continuity that larger firms simply can’t match.

The USA Today/Statista ranking is based on a comprehensive evaluation of over 30,000 clients and financial professionals, with criteria that include client satisfaction, industry recommendations, short-term and long-term growth of assets under management.

A Fiduciary Approach in a Complex Financial Landscape
Navalign’s recognition comes at a time when economic uncertainty has made expert financial guidance more important than ever. As a fiduciary, Navalign is legally and ethically obligated to act in clients’ best interests—unlike broker-dealers, who may be incentivized to sell high-fee products.

With a client-first philosophy and modern, secure tools that make managing wealth easier, Navalign continues to redefine what it means to be a trusted financial partner.