FOR IMMEDIATE RELEASE
Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again
Orlando, May 7, 2025 – For the third consecutive year, USA Today has named Moisand Fitzgerald Tamayo, LLC (MFT) as one of the Best Financial Advisory Firms in the United States in 2026. The publication teamed with research firm Statista, whose methodology examined growth and recommendations from peers and clients. MFT serves financial planning and wealth management clients as a Registered Investment Advisor (RIA), works only for clients directly, never sells products and is 100% locally owned and independent. The firm is highly respected and is no stranger to top firm lists, having been so recognized at various times by Forbes, Financial Advisor, the Financial Times, Advisor HQ, and RIA Biz, most recently when CNBC named the firm to its list of the top 100 financial advisors in the U.S. MFT has also been named one of the Best Places to Work for Financial Advisors by Investment News six times since 2019 and by Financial Planning magazine in 2024 and 2025. These and other accolades make MFT one of the most decorated truly independent financial advisor firms in the U.S.
The USA Today list was compiled by Statista. “These advisers are trained to take a holistic approach to your financial life and have a duty to act in your best interests at all times….To determine this ranking, we looked at firms’ assets under management (AUM) over the short and long term. We also looked at the number of recommendations they received from both clients and peers.” Full detail about the methodology can be found here.
Moisand Fitzgerald Tamayo, LLC serves as financial advisors in Orlando, Melbourne, Tampa, Jacksonville, Daytona Beach, Lake Mary, Lakeland, Ft. Pierce, West Palm Beach, Boca Raton, Ft. Lauderdale and Dallas.
Limitations of awards & recognitions: Moisand Fitzgerald Tamayo, LLC does not participate in any program requiring a fee to participate or receive an award. Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Moisand Fitzgerald Tamayo, LLC is engaged to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by participating advisers. No ranking or recognition should be construed as a current or past endorsement of Moisand Fitzgerald Tamayo, LLC by any of its clients. ANY QUESTIONS: Moisand Fitzgerald Tamayo, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. (Additional important disclosures)