Member News

Rochester, N.Y. June 2, 2026 – Prentice Wealth Management (PWM) is honored to be recognized among the
nation’s leading firms in a ranking that evaluates both reputation and business momentum. The USA TODAY
list provides a transparent and credible benchmark of the most trusted and high-performing financial advisors
in the United States. In today’s complex and rapidly evolving financial landscape, advisory firms play a vital role in helping individuals, families, and institutions pursue their long-term goals. As market volatility persists and the number of firms continues to grow, identifying partners that demonstrate consistent performance while fostering trusted relationships has become increasingly challenging. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading statistics portal and industry ranking provider.

The Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the
United States based on two primary dimensions:

• Recommendations from financial advisors, clients, and industry experts:
  Recommendations were collected via an independent survey among over 30,000 individuals. Clients,
  industry experts, and financial advisors working for an RIA firm could recommend the RIA firms they
  find commendable.
• Development of Assets under Management (AUM):
  Both short-term (12-month) and long-term (5-year) AUM development were analyzed using publicly
  available data.

This distinction reflects the invaluable confidence expressed by PWM’s clients and associates, as well as the
firm’s sustained growth in assets under management. PWM is ranked among the top 15 firms nationally
within its AUM category, placed in the top 10 across New York State, and first in the Rochester area. Our
commitment to improving our clients’ financial outcomes remains steadfast, and we are deeply grateful for
their continued partnership and advocacy, which serve as the foundation of our mutual success.

Disclosure: This recognition is not indicative of future performance or any one client’s experience. No fee was paid to obtain this ranking. The USA TODAY Best Financial Advisory Firms 2026 list was published April 15, 2026, and is available at usatoday.com. Short term growth was evaluated during the 12-month period from January 2025 to January 2026. Longterm/Mid-term growth was measured over a three-year span January 2023 to January 2026.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Prentice Wealth Management LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities.