USA Today’s Top Ranked Financial Advisers in 2026
Thank you to all our clients and peers who have recommended S.E.E.D. to be recognized by USA today, in coordination with market research firm Statista, as a top 1,000 ranked Registered Investment Adviser in the United States for 2026.
(This ranking was based on recommendations from clients, industry experts, and financial advisors, as well as short- and long-term assets under management (AUM) growth measured from January 2025 - January 2026 and January 2021 - January 2026. There are around 32,000 Registered Investment Advisers in the US.)
Inspire Others By Sharing Your Story
We’re collecting stories about the kinds of financial challenges people bring to us and what helped most. Would you be open to sharing your experience? No performance or investment numbers; just your short story about how we’ve helped.
Potential Ideas:
What was the financial situation or concern you were dealing with before working with us?
How did that situation affect how you felt or the decisions you were making?
What part of the process helped you most?
What feels different now (clarity, confidence, habits, organization, stress level)?
What type of person would you recommend to our services?
Options:
Written. 2-3 sentences will work; more is great but not required.
Short questionnaire. We can provide you with a PDF or online form to complete.
Audio or short video. 1.5 minutes will work, more than 5 is too long. You can send us a recording from your phone, Zoom, Teams, etc. We can also help facilitate a recording.
Odds and Ends:
Your story may be featured on our website, newsletter, or other publications.
Be real and be yourself. People relate to authenticity. You don’t need to be perfect; we will provide editing (with your approval on the final version).
Avoid information about specific investments and the terms best, guaranteed, or outperformed.
Focus on confidence and peace of mind, decision clarity, improved habits, reduced stress, and understanding tradeoffs or context.
Participation is completely voluntary; no compensation or incentives are provided.
If you are interested in participating, please notify one of our client experience team members (contact information below) for assistance, to provide the short questionnaire, or to send in your materials.
Tonya Laughing
607-217-5091 ext: 120
[email protected]
Lori Zawiski
607-217-5091 ext: 132
[email protected]
Cyber Fraud & Identity Theft On The Rise
Have you or someone you know been a victim of cybercrime, identity theft, or some sort of fraud through computer popups, email, phone, or text? With the rise of AI, we are seeing a rise in clients dealing with sophisticated attacks. First, keep in mind that even smart people are duped by these attacks, so while you need to stay diligent, we encourage you not to be embarrassed if/when it happens to you. Please contact us immediately if you even suspect you might be a victim of cybercrime or fraud so we can help you protect your accounts. Her is a link to a resource that we think will help you better protect yourself from fraudsters.
If you’re ready to make decisions that intentionally build what’s next, we’re here to have that conversation.
S.E.E.D. Planning Group, LLC
Values-Based Financial Planning • Smart (Tax) Planning • Coordinated Estate Planning • Integrated Investment Planning
New York • Tennessee • Florida
www.seedpg.com | 607-217-5091 | [email protected]
