Equilibrium Wealth Advisors has been recognized in USA TODAY and Statista’s 2026 Best Financial Advisory Firms ranking, placing #19 nationally, #1 in Pennsylvania, and #3 among firms in our assets under management (AUM) size category ($500M–$1B). This is EWA’s second consecutive year earning a spot on the list.
The full list can be found here: Ranking the top financial advisory firms of 2026
We’re proud of this milestone and grateful for the clients and team that made it possible. This recognition reaffirms what we’ve been building at EWA: a fully integrated wealth management model where investment strategy, tax planning, estate coordination, and long-term family decision-making all work together under one roof. It’s the standard we hold ourselves to every day, and it’s rewarding to see that reflected on a national stage.
USA TODAY partnered with Statista to evaluate registered investment advisory firms across the country. The 2026 edition recognized the top 1000 firms based on recommendations from financial advisors, clients, and industry experts (collected via independent survey) and short-and long-term growth of assets under management. Recommendations were weighted at 20% and AUM development at 80%.
View the full ranking and methodology on USA TODAY’s website.
Disclosures
USA TODAY and Statista Best Financial Advisory Firms 2026. EWA was ranked #19 nationally, #1 in Pennsylvania, and #3 in its asset size category ($500M–$1B). Ranking based on recommendations from financial advisors, clients, and industry experts (weighted 20%) and short- and long-term AUM development (weighted 80%). Recommendations collected via independent survey. AUM analyzed using publicly available data over trailing one- and three-year periods ending January 2026.
EWA did not pay compensation, directly or indirectly, to be considered for, included in, or in connection with the use of this ranking. EWA has not licensed the official award logo. EWA is not affiliated with or endorsed by USA TODAY or Statista. This ranking does not evaluate investment performance or client experience, and inclusion does not imply endorsement by USA TODAY or Statista. This recognition is not indicative of future performance or advisory outcomes.
This ranking is a third-party rating as defined under Rule 206(4)-1 of the Investment Advisers Act of 1940. No material conflicts of interest existed between the Firm and USA TODAY or Statista in connection with
this rating.
Neither rankings nor recognitions by unaffiliated rating services, publications, or other organizations should be construed by a client or prospective client as a guarantee of future results. Equilibrium Wealth Advisors (EWA LLC) is a registered investment adviser. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please find our important disclosures at ewa-llc.com/disclosures/.
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Important Disclosures:
Securities and advisory services offered through EWA LLC dba Equilibrium Wealth Advisors (a SEC Registered Investment Advisor).
* Contents for information purposes only and nothing herein shall constitute an offer to buy or sell securities, nor does it amount to tax, legal or investment advice.
* Government bonds and Treasury Bills are guaranteed by the U.S. government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value. However, the value of fund shares is not guaranteed and will fluctuate.
* Corporate bonds are considered higher risk than government bonds but normally offer a higher yield and are subject to market, interest rate and credit risk as well as additional risks based on the quality of issuer coupon rate, price, yield, maturity, and redemption features.
* The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. You cannot invest directly in this index.
* All indexes referenced are unmanaged. The volatility of indexes could be materially different from that of a client’s portfolio. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. You cannot invest directly in an index.
* The Dow Jones Global ex-U.S. Index covers approximately 95% of the market capitalization of the 45 developed and emerging countries included in the Index.
* The 10-year Treasury Note represents debt owed by the United States Treasury to the public. Since the U.S. Government is seen as a risk-free borrower, investors use the 10-year Treasury Note as a benchmark for the long-term bond market.
* Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce.
* The Bloomberg Commodity Index is designed to be a highly liquid and diversified benchmark for the commodity futures market. The Index is composed of futures contracts on 19 physical commodities and was launched on July 14, 1998.
* The DJ Equity All REIT Total Return Index measures the total return performance of the equity subcategory of the Real Estate Investment Trust (REIT) industry as calculated by Dow Jones.
* The Dow Jones Industrial Average (DJIA), commonly known as “The Dow,” is an index representing 30 stock of companies maintained and reviewed by the editors of The Wall Street Journal.
* The NASDAQ Composite is an unmanaged index of securities traded on the NASDAQ system.
* International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.
* Yahoo! Finance is the source for any reference to the performance of an index between two specific periods.
* The risk of loss in trading commodities and futures can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. The high degree of leverage is often obtainable in commodity trading and can work against you as well as for you. The use of leverage can lead to large losses as well as gains.
* Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
* Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
* Past performance does not guarantee future results. Investing involves risk, including loss of principal.
* The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee it is accurate or complete.
* There is no guarantee a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
* Asset allocation does not ensure a profit or protect against a loss.
* Consult your financial professional before making any investment decision.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.