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Warner Wealth Ranks 201st on the 2025 Inc. 5000 List of Fastest Growing Private Financial Companies!

Warner Wealth Ranks 201st on the 2025 Inc. 5000 List of Fastest Growing Private Financial Companies!

August 12, 2025

Warner Wealth Ranks 3104 on the 2025 Inc 5000 List, and comes in 201st on the list of America’s Fastest-Growing Private Financial Companies---and 19th among Connecticut’s fastest-growing private companies

NEW YORK, August 12, 2025 – Inc., the leading media brand and playbook for entrepreneurs and business leaders shaping our future, today announced that Warner Wealth is No. 3104 on the annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list provides a data-driven snapshot of the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. Past honorees include companies such as Microsoft, Meta, Chobani, Under Armour, Timberland, Oracle, and Patagonia.

Not only did Warner Wealth grab the 3,104 spot for fastest growing companies in America, it nabbed the 201st on America’s Fastest-Growing Private Financial Companies---and 19th among Connecticut’s fastest-growing private companies.

CEO and Lead Wealth Advisor, James Warner said, “Ranking 3,104 out of 5,000 on the inc. 5000 list is more than just a number—it’s proof of our team’s dedication, resilience, and commitment to serving our clients at the highest level. We’re honored to be recognized among the fastest-growing companies in the nation, and we’re just getting started. I’m also extremely proud of the fact that we have been recognized for our specific growth as a financial firm, earning the 201st spot in the nation, and the 19th spot in Connecticut for fastest growing private companies.”

This year’s Inc. 5000 honorees have demonstrated exceptional growth while navigating economic uncertainty, inflationary pressure, and a fluctuating labor market. Among the top 500 companies on the list, the median three-year revenue growth rate reached 1,552 percent, and those companies have collectively added more than 48,678 jobs to the U.S. economy over the past three years.

For the full list, company profiles, and a searchable database by industry and location, visit: https://www.inc.com/inc5000/2025.

“Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company’s tenacity and clarity of vision,” says Mike Hofman, editor-in-chief of Inc. “These businesses have thrived amid rising costs, shifting global dynamics, and constant change. They didn’t just weather the storm—they grew through it, and their stories are a powerful reminder that the entrepreneurial spirit is the engine of the U.S. economy.”

Inc. will celebrate the honorees at the 2025 Inc. 5000 Conference & Gala, taking place October 22–24 in Phoenix, and the top 500 will be listed in the Fall issue of Inc. magazine.

Warner Wealth continues to grow and thrive, earning national recognition while staying true to what matters most---the clients. As the company expands, it remains committed to the personalized service, attention to detail, and the client-first approach that have become hallmarks of the Warner Wealth brand. This year, Warner Wealth expanded to include tax services under the title Warner Allred Tax Solutions, and plans for continued expansion are in the works for 2026 and beyond.

Methodology

Companies on the 2025 Inc. 5000 are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent—not

subsidiaries or divisions of other companies—as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.

About Inc.

Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit www.inc.com.

***Professionals associated with Warner Wealth may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Warner Wealth, a registered investment advisor; or (2) solely tax professionals of Warner Allred Tax Solutions, and not affiliated with LPL Financial. Tax related services offered through Warner Allred Tax Solutions DBA Warner Wealth. Warner Allred Tax Solutions is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services. Warner Wealth and DBA Warner Wealth are separate entities from LPL Financial.

***Inc. 5000, is an annual ranking of the fastest-growing private companies in the U.S. The list ranks companies based on three years of annual revenue growth supported by firm financial statements and tax returns. o be eligible for the Inc. 5000, a company must: be privately held, for profit, and independent (not a subsidiary or a division of another company), have been founded and generating revenue as of March 31, 2020, have generated a minimum of $100,000 in revenue in 2020, have generated a minimum of $2 million in revenue in 2023