BIP Wealth is proud to be recognized on USA Today’s Best Financial Advisory Firms 2026 list, a national ranking created in partnership with global market research firm Statista to help individuals and families identify trusted wealth management partners across the country. Now in its fourth year, the list highlights 1,000 of the most reputable and high-performing registered investment advisory (RIA) firms in the U.S.
What sets this recognition apart is the rigor behind it. The ranking wasn’t simply a measure of who manages the most money. Statista evaluated firms based on AUM growth, both short-term and long-term, alongside recommendations gathered from more than 30,000 clients, industry experts, and fellow financial advisors. That multi-dimensional approach ensures the list reflects firms that have earned trust across a broad range of voices, not just size.
“BIP Wealth is honored to once again be recognized by USA Today,” said Bill Harris, Co-Founder and CEO of BIP Wealth. “This recognition is a reflection of the relationships we’ve built with our clients and the hard work of our entire team. At BIP, we believe that great financial planning starts with truly understanding the people we serve. Being named to this list affirms that our commitment to putting clients first is making a real difference.”
BIP Wealth focuses on the science of investing paired with a deeply human approach, offering clients holistic wealth management, tax planning, estate planning, private investments, and more, each tailored to the individual. The firm’s inclusion on this list for multiple years reflects not only consistent growth but a sustained dedication to the clients and communities it serves.
To learn more about BIP Wealth’s approach to personal wealth management or to take the first step toward planning your financial future, contact us.
The ranking was developed by USA Today in partnership with Statista based on various methodologies, including size, growth, and recommendations received from clients and peers. For further details on the methodology behind the rankings, please visit Statista’s website. BIP Wealth did not pay a fee to participate in these rankings. Rankings are not indicative of future performance or client experience. Investing involves risk, including loss of principal.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if BIP Wealth is engaged to provide investment advisory services. No ranking or recognition should be construed as an endorsement by any past or current client.
