Newsweek Recognizes Luken in America’s Top Financial Advisory Firms 2026

When I started what is now Luken Wealth Management, my goal wasn’t to win awards. It was to help families—especially first-generation wealth builders—make smart decisions about the money they’ve worked so hard to create.

That’s why I’m grateful and excited to share some news with you today.

Newsweek has recognized Luken Investment Analytics (Luken Wealth Management) on its list of America’s Top Financial Advisory Firms 2026. You can view the full list and methodology on Newsweek’s rankings page here: Newsweek – America’s Top Financial Advisory Firms 2026.

What This Recognition Means

According to Newsweek and their research partner, Plant-A Insights Group, this ranking evaluated more than 16,000 SEC-registered advisory firms across the country and looked at factors such as:

• Growth in assets under management and client base

• Adviser expertise and client-to-adviser ratios

• Breadth of services offered

• Efforts to minimize conflicts of interest

• Overall performance, compliance, and transparency

  
  

This honor reflects the trust clients place in us because of the work the team does every single day.

Our Team Deserves the Spotlight

If you’ve ever called the office, had a meeting to update your Wealth Roadmap, or worked through a major life transition with us, you know this already:

We believe success is a team sport.

This recognition has our firm’s name on it, but it belongs to:

• Hannah & Jack, the advisers who sit across the table from clients and help them navigate both calm and stormy markets.

  
  

• Bridget, Carri, Kelly, and Rachael, the client service and operations team who make sure transfers are accurate, paperwork is correct, compliant, and nothing important slips through the cracks.

  
  

I get to be the one writing this post, but I’m very aware: none of this happens without an incredible team of people who care deeply about doing what’s right.

To every member of the Luken Wealth Management team: Thank you. Your dedication, humility, and commitment to excellence are the reason this recognition found its way to our inbox.

A Heartfelt Thank-You to Our Clients

More than anything, this is about the people we’re privileged to serve.

To our clients—whether you’ve just started working with us or you’ve been with us for decades—thank you for trusting us with such an important part of your life.

You invite us into:

• Your dreams for retirement and legacy

  
  

• Your worries about markets and volatility

  
  

• Your hopes for children and grandchildren

  
  

• Your businesses, transitions, and big decisions

  
  

That trust is not something we ever take lightly.

We’ve always believed that first-generation wealthy families—entrepreneurs, professionals, and diligent savers—deserve a thoughtful, disciplined, and values-driven approach to wealth. Our mission has never been “how big can we get?” but “how well can we serve the people right in front of us?”

If this Newsweek recognition says anything, I hope it simply says:“The way Luken serves its clients is consistent, transparent, and built to last.”

Looking Ahead: Same Mission, Renewed Resolve

Awards come and go. Lists are updated every year. Markets move up and down.

But our mission remains the same: Client success is our mission.

If you’re already part of our community, please know how grateful we are for you. This recognition is as much yours as it is ours.

If you’re not yet a client and you’re looking for guidance let us know if you’d  like to explore whether our approach is a good fit for you, we’d be honored to have a conversation.

From all of us at Luken Wealth Management:

Thank you for allowing us to do this work.

— Greg Luken