Newsweek Names Stokes Family Office One of America’s Top Financial Advisory Firms 2026
November 17, 2025
NEW ORLEANS, Nov. 17, 2025—Stokes Family Office, LLC, a 100% family-owned SEC-registered investment adviser* located in New Orleans, is pleased to announce that on November 14, it was named to Newsweek’s 2026 list of America’s Top Financial Advisory Firms. The firm is passionate about a client-first, relationship-building strategy, and with over $3 billion in assets under management** and multiple top rankings, it is clear that this approach is achieving outstanding results.
“With an innovative mindset, we aim to create relationships that measure in decades,” said Doug Stokes, Managing Partner at Stokes Family Office. “As a 100% family-owned business with no outside investors or shareholders seeking immediate results, we can focus on serving our clients with a long-term mindset while being nimble enough to make changes that add value to clients in the short term. The growth of the firm and the recognition by Newsweek are further confirmations that we continue to move in the right direction.”
Newsweek partners with Plant-A Insights to compile their list of America’s Top Financial Advisory Firms 2026, highlighting 1,000 companies across the country to help Americans achieve their financial goals. This ranking was built on a shortlist of firms with more than $20 million assets under management, at least three wealth advisers, a minimum of five individual clients and at least two years of SEC registration. These companies were then evaluated on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest.
This study analyzed over 16,000 SEC-registered firms and scored across factors such as AUM and client growth, adviser expertise, service breadth, and conflicts of interest. The top RIA firms that met the highest standards for performance, compliance, and transparency were selected as America’s Top Financial Advisory Firms 2026.
Note: No compensation was provided either directly or indirectly by SFO in connection with obtaining or using this rating. See the full list here.
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Methodology
Date of rating – November 14, 2025
Time Period – September 2020 to September 2025
Plant-A Insights Group and Newsweek have partnered to identify America’s Top Financial Advisory Firms 2026. Over 16,000 Financial advisories registered with the SEC were analyzed to find the best of the best.
To be eligible for evaluation, a financial advisory firm had to have more than $20 million assets under management (AUM), a minimum of 3 wealth advisers, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records (as defined by the 12 disciplinary items in Form Adv Part 1) and the availability of portfolio management services to individual investors. These shortlisted firms were then analyzed and scored based on the following factors:
A percentile rank between 0 and 100 was calculated for each RIA, and the top 1,000 financial advisories
The top 1,000 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2026. The performance of firms not included in the ranking is not disputed.
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About Newsweek
Newsweek https://www.newsweek.com/is headquartered in New York City a trusted voice in global media with a legacy spanning more than 90 years since its founding in 1933. Newsweek is committed to fair, independent, and transparent journalism. Newsweek reaches 100 million people each month with thought-provoking news, opinion, images, graphics, and video delivered across a dozen print and digital platforms. Headquartered in New York City,
No direct or indirect compensation was paid by Stokes Family Office for inclusion.
About Stokes Family Office, LLC
Stokes Family Office, LLC is a 100% family-owned SEC-registered investment adviser* located in New Orleans. As a fiduciary, the firm works on behalf of its clients through wealth management services, retirement plan consulting services, and family office services. The Stokes Family Office’s youthful leadership approaches the complexities of wealth management with fresh eyes, providing a modern, innovative point of view and radically transparent guidance from one clear and patient voice.
*Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Stokes has attained a certain level of skill, training, or ability.
**Assets Under Management as of 09/30/25
*Stokes Family Office does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
