Email Disclosures

Plant-A Insights Group and Newsweek have partnered to identify America’s Top Financial Advisory Firms 2026. Firm’s with 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 are eligible. Firms were also screened for clean disciplinary records and availability of portfolio management services to individual investors. Companies with disciplinary disclosures were disqualified from the study. These shortlisted firms were then analyzed and scored based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest using publicly available data. Plant-A Insights Group calculated a score for each firm with the maximum being 100. The top 1,000 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2026. Eligibility for this award did not require any form of compensation. The Dala Group received the award on November 14, 2025.

The BusinessRate Score is a comprehensive 0-300 performance metric that analyzes the firms’ business performance against local competitors using advanced Google review data, combining recent performance (90 days), historical reviews, and review quality. All review data comes directly from Google Maps and Google My Business. BusinessRate analyzes publicly available information to calculate scores and provide insights, ensuring accuracy and reliability. No compensation was made by the firm to be eligible for this award. The firm received this award in December 2025.