DENVER, Nov. 14, 2025—Newsweek has named Class VI Family Office to its America’s Top Financial Advisory Firms 2026 list with a 5-star rating. The ranking lists the firm in the $1 billion to $5 billion assets-under-management range, with a five-year AUM compound annual growth rate of 31% to 40% from September 2020 to September 2025.
Newsweek‘s research partner, Plant-A Insights Group, analyzed more than 16,000 SEC-registered financial advisory firms and recognized the top 1,000 by percentile rank. Plant-A does not accept applications or payment for placement.
About Class VI
Class VI offers an end-to-end solution for entrepreneurs that stretches across the full business lifecycle - from growth-stage advisory to M&A transaction representation and post-deal wealth management.
Integrated services meet entrepreneurs where they are today and accelerate their journey into the future they envision, with greater clarity and confidence at every stage.
- Pathfinder Growth Advisory Services: Helping entrepreneurs grow their businesses and create value, based on real-world experience driving transactions that have delivered over $5 billion* to owners
- Class VI Investment Bank: Selling businesses to the right buyers, with 120+ successful transactions*
- Class VI Family Office: Wealth management advisory tailored to meet entrepreneurs’ unique needs
*Class VI internal data as of 9/1/2026
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Newsweek America’s Top Financial Advisory Firms 2026: Awarded November 2025; Data compiled by Plant-A Insights Group and Newsweek based on the time period from 09/01/2019 – 09/01/2025 and the award was published 11/14/2025 (Source: Financial advisories registered with the SEC; Newsweek.com). The Newsweek America’s Top Financial Advisory Firms 2026 shortlist is based on being an SEC registered entity for at least 2 years, having a minimum of 3 wealth advisors, and having at least 5 clients along with clean disciplinary records and availability of portfolio management services to individual investors. The shortlisted firms are then analyzed based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interests. Over 16,000 Financial advisories registered with the SEC were analyzed; 1,000 were named Newsweek America’s Top Financial Advisory Firms 2026.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. A more thorough disclosure of the criteria used in making these rankings is available by clicking on this link and viewing the end of the site.