Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List

Sequent Planning has been recognized on USA TODAY’s list of the Best Financial Advisory Firms 2026. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 15, 2026, and can be viewed on USATODAY.COM.

“Making this list is further recognition that the work we’re doing at Sequent Planning is making a mark in the industry and in people’s lives,” said Chelsea Kiehler, CFA, Managing Principal at Sequent Planning.

The Best Financial Advisory Firms 2026 list awards the top registered investment advisory (RIA) firms in the United States based on two 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 (five-year) AUM development were analyzed using publicly available data.

Statista publishes hundreds of worldwide industry rankings and company listings with high-profile media partners. This research and analysis service is based on the success of statista.com, the leading data and business intelligence portal that provides statistics, relevant business data, and various market and consumer studies and surveys.

Sequent Planning

Sequent Planning is a Registered Investment Adviser (RIA) dedicated to helping individuals and families navigate complex financial decisions with clarity and confidence. In 2021, Sequent Planning joined Senior Market Sales^® (SMS) to expand its national reach and connect more people with integrated health and wealth planning. Sequent’s fiduciary advisors deliver customized strategies spanning wealth accumulation, retirement income and legacy planning, while also addressing risk mitigation through insurance solutions. Sequent Planning is registered with the Securities and Exchange Commission (SEC) to do business in all 50 states. For more information, visit sequentplanning.com.

The Best Financial Advisory Firms 2026 recognition was given on April 15, 2026, by USA Today and Statista. Receipt of the ranking is based on recommendations from clients, industry experts, and financial advisors, and on the firm’s development in assets under management (AUM). To be eligible, firms must be registered as an investment advisory firm (RIA firm) with the SEC and/or at state level for at least one year, maintain a principal office in the United States, have a clean disciplinary record, provide financial planning or portfolio management services to individuals and/or small businesses, and manage more than $500,000 in AUM. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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