Madison, CT – Warner Wealth is proud to announce that it has been recognized by AdvisorHub as one of the nation's top-performing advisory teams, earning the No. 162 ranking on the publication's list of the 1,000 Advisors to Watch.
AdvisorHub's annual ranking recognizes advisory teams that have demonstrated exceptional growth, operational excellence, and a commitment to delivering outstanding client service. From an initial universe of sophisticated advisory practices, AdvisorHub identified 1,000 firms and teams that exemplify professionalism, efficiency, and sustained success. Warner Wealth's ranking at No. 162 reflects the firm's continued focus on building a scalable business while maintaining the personalized service clients have come to expect.
"We're honored to be recognized by AdvisorHub alongside so many outstanding advisory firms across the country," said James Warner, CFP®, CEO and Lead Wealth Advisor at Warner Wealth. "This recognition is a testament to the incredible dedication of our entire team. We've worked hard to build a firm that combines exceptional client service with thoughtful growth, and we're grateful to our clients for the trust they place in us every day."
Warner Wealth has experienced significant growth in recent years by remaining committed to its client-first philosophy, investing in technology, expanding its team of professionals, and continually enhancing the client experience. While the firm has grown in size and capabilities, its mission has remained unchanged: helping individuals, families, and business owners pursue their financial goals through personalized advice and long-term relationships.
AdvisorHub's methodology recognizes advisory practices that have successfully achieved scale without sacrificing the quality of service provided to clients. The rankings consider factors such as growth, productivity, professionalism, and overall practice quality.
"This recognition belongs to every member of our team," Warner added. "Their passion, collaboration, and unwavering commitment to our clients are what make Warner Wealth the firm it is today."
About AdvisorHub
AdvisorHub is a leading publication covering the wealth management industry, providing news, insights, and rankings that recognize top-performing financial advisors and advisory teams across the United States. Its annual rankings highlight firms that demonstrate strong growth, operational excellence, and a commitment to serving clients at the highest level.
Link to view rankings: https://www.advisorhub.com/advisors-to-watch-under-1b-2026/
*AdvisorHub 250 Advisors To Watch (Under $1B on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth and professionalism. A total of 1984 applications were received and included team member/self-nominations with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate or promote the award. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results.