SGH Wealth Management ranked #1 Financial Advisory Firm in Michigan by USA TODAY

Rachel Barber | USA TODAY | April 23rd, 2025

USA TODAY, one of the nation’s largest and most widely read newspapers with a daily readership of approximately 2.6 million, partnered for the third consecutive year with Statista, an internationally respected data analytics and market research firm, to conduct a rigorous, independent evaluation of Registered Investment Advisory (RIA) firms across the U.S.

Out of thousands of firms, only the top 500 earned a place on this year’s list — and SGH Wealth Management is honored to be among them.

The Ranking Criteria – The selection process considered two key dimensions:

• Peer and client recommendations: More than 25,000 financial professionals, clients, and industry insiders were surveyed to identify firms they trust and would recommend.

• Asset growth performance: Both short-term (12-month) and long-term (5-year) growth in Assets Under Management (AUM) were analyzed using publicly available data.

Earning a spot on the 2025 Best Financial Advisory Firms list further affirms SGH Wealth Management’s standing as a trusted partner to clients and a respected name among industry peers.

In a financial landscape marked by uncertainty and rapid change, choosing the right advisor can feel overwhelming. That’s why independent recognition matters. With millions of Americans seeking trustworthy guidance, USA TODAY’s annual list—developed in partnership with data research firm Statista—serves as a reliable resource to help cut through the noise. This year, SGH Wealth Management stands out not just as one of the top 500 firms nationwide, but as the first firm listed from the entire state of Michigan.

Registered Investment Advisors (RIAs) have a fiduciary responsibility to act in the best interest of their clients — not product providers. Unlike brokers who may earn commissions, RIAs are fee-based professionals held to the highest standard of care. At SGH Wealth Management, that principle isn’t just a regulation — it’s the foundation of how we work every day

Methodology

The recommendations for each RIA firm are summarized and evaluated anonymously. In addition to the survey results additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

A proud moment for all of our staff and very thankful to all of our clients who have given us their trust.