Top Financial Advisor 2025
The etf.com Leaders list will highlight top advisors meeting client needs — from households starting their financial journey to high net worth individuals. Except where stated, all fields must be filled out to be considered.
This form will take approximately 10-20 minutes to fill out to completion. You will not be able to save the form, so please have all materials handy when completing the nomination.
What will you need to successfully complete the nomination form?
The form will ask for information about portfolio performance, size of client portfolios, and allocation of ETFs in portfolios. You will also need to have a headshot to upload into the form. The nomination form will also require information on advisor specialties, client retention rates, and total number of assets under your management.
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