Recognized as a leading firm in the nation for 2025
We are honored to announce that Oarsman Capital was named by Newsweek as one of America’s Top Financial Advisory Firms in 2025. The ranking reflects Oarsman’s consistent focus on detailed, client-centered financial planning, and investment management based on experience and expertise.
“Every day is an opportunity to improve what we do for our clients. We are honored to see our commitment to that philosophy recognized,” said Bob Phelps, CFA, President of Oarsman Capital. “We will continually work to serve our clients with the best financial planning and wealth management we can.”
Newsweek, in partnership with Plant-A Insights Group, analyzed more than 15,000 firms and scored them based on the following factors:
- Asset Performance: Growth in assets under management (AUM), reflecting both financial performance and a solid client base.
- Client Performance: Retention and growth of the client base, a hallmark of strong relationships and ability to attract new clients.
- Advisor Expertise: Credentialed expertise and client-to-advisor ratios, helping to ensure personalized attention.
- Service Offerings: The breadth of services provided, including financial planning and investment management.
- Absence of Conflicts: Commitment to fiduciary responsibility
To qualify for the ranking, firms must manage at least $20 million in assets, employ a minimum of three wealth advisors, have at least five individual clients, and maintain two years of SEC registration. Firms were also assessed on their disciplinary records and the availability of portfolio management services for individual investors.
For the complete list of America’s Top Financial Advisory Firms, visit newsweek.com.
About Oarsman Capital
Oarsman Capital is a Wisconsin-based, independent, fee-only firm with over $1 billion in assets under management, now in our 25th year serving clients. As an investment advisor, Oarsman Capital offers investment management and financial planning to high-net-worth individuals and institutions.
Newsweek America’s Top Financial Advisory Firms 2025: This rating was published in November 2024. Newsweek partnered with Plant-A Insights group to analyze over 15,000 SEC-registered RIA firms, and shortlisted firms with more than $10 million in AUM, a minimum of three wealth advisors, at least five individual clients, and at least two years of SEC registration. The data was sourced from SEC filings in September 2024. The shortlisted firms were analyzed and scored based on the following factors: asset performance, client performance, advisor expertise and client ratio, breadth of service offerings, and conflicts of interests. Oarsman Capital did not pay a fee for participation in the ranking, however, Oarsman paid a fee to Newsweek to use the ranking in marketing.
Oarsman Capital, Inc. is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Awards, rankings, ratings, and/or recognition 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. The award listed does not require membership or payment for consideration. By virtue of disclosing an award ranking, Oarsman is disclosing favorable ratings (to the extent that Oarsman is ranked above other advisors) and unfavorable ratings (to the extent that Oarsman is ranked below other advisors). The awards and rankings are independently granted. Oarsman is not affiliated with the awarding rating services or and/or publications listed.