--- title: Clarendon Private Named a Top Financial Advisory Firm description: Clarendon Private has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek. Learn how our client-focused wealth management approach delivers personalized investment solutions, expert guidance, and financial confidence. image: https://blog.clarendonprivate.com/hubfs/clarendon-private-newsweek-top-financial-firm.jpg --- [Skip to Content](https://blog.clarendonprivate.com/clarendon-private-named-a-top-financial-advisory-firm#body) [![Clarendon Private logo](https://blog.clarendonprivate.com/hs-fs/hubfs/clarendon-private-logo.webp?width=600&height=100&name=clarendon-private-logo.webp)](https://clarendonprivate.com/) - [About](https://www.clarendonprivate.com/about) Toggle children for About - [Our Team](https://www.clarendonprivate.com/our-team) - [Who We Serve](https://www.clarendonprivate.com/who-we-serve) Toggle children for Who We Serve - [Families & Individuals](https://clarendonprivate.com/who-we-serve/families-and-individuals/) - [Endowments & Foundations](https://clarendonprivate.com/who-we-serve/endowments-and-foundations/) - [Services](https://clarendonprivate.com/services/) Toggle children for Services - [Investments](https://clarendonprivate.com/services/investments/) - [Wealth Planning](https://clarendonprivate.com/services/wealth-planning/) - [Private Banking](https://clarendonprivate.com/services/private-banking/) - [Insights](https://blog.clarendonprivate.com/our-insights) Toggle children for Insights - [Our Insights](https://blog.clarendonprivate.com/our-insights) - [Thought Leadership](https://clarendonprivate.com/thought-leadership/) - [News & Commentary](https://blog.clarendonprivate.com/our-insights-news-and-commentary) - [Contact](https://clarendonprivate.com/contact/) [Skip to Content](https://blog.clarendonprivate.com/clarendon-private-named-a-top-financial-advisory-firm#body) [![Clarendon Private logo](https://blog.clarendonprivate.com/hs-fs/hubfs/clarendon-private-logo.webp?width=300&height=50&name=clarendon-private-logo.webp)](https://clarendonprivate.com/) Click to open Menu Menu Close Menu Close Close Menu Close - [Home](https://blog.clarendonprivate.com/) - [Blog](https://blog.clarendonprivate.com) --- - [News](https://blog.clarendonprivate.com/topic/news) - [News & Commentary](https://blog.clarendonprivate.com/topic/news-commentary) - 3 min read # Clarendon Private Named a Top Financial Advisory Firm Clarendon Private has been named one of America’s Top Financial Advisory Firms 2025 by Newsweek. Learn how our client-focused wealth management approach delivers personalized investment solutions, expert guidance, and financial confidence. - [By: Clarendon | PRIVATE](https://blog.clarendonprivate.com/author/clarendon-private) - June 11, 2025 ![Clarendon Private - Newsweek Top Financial Firm in Boston](https://blog.clarendonprivate.com/hubfs/clarendon-private-newsweek-top-financial-firm.jpg) SHARE [Share to Facebook](http://www.facebook.com/sharer.php?u=https%3A%2F%2Fblog.clarendonprivate.com%2Fclarendon-private-named-a-top-financial-advisory-firm) [Share to LinkedIn](http://www.linkedin.com/shareArticle?url=https%3A%2F%2Fblog.clarendonprivate.com%2Fclarendon-private-named-a-top-financial-advisory-firm) [Share to Pinterest](http://pinterest.com/pin/create/button/?url=https%3A%2F%2Fblog.clarendonprivate.com%2Fclarendon-private-named-a-top-financial-advisory-firm&media=https%3A%2F%2F44520401.fs1.hubspotusercontent-na1.net%2Fhubfs%2F44520401%2Fclarendon-private-newsweek-top-financial-firm.jpg) [Share through email](mailto:%20?subject=Clarendon%20Private%20Named%20a%20Top%20Financial%20Advisory%20Firm&body=https%3A%2F%2Fblog.clarendonprivate.com%2Fclarendon-private-named-a-top-financial-advisory-firm%0AClarendon%20Private%20has%20been%20named%20one%20of%20America%26rsquo%3Bs%20Top%20Financial%20Advisory%20Firms%202025%20by%20Newsweek.%20Learn%20how%20our%20client-focused%20wealth%20management%20approach%20delivers%20personalized%20investment%20solutions%2C%20expert%20guidance%2C%20and%20financial%20confidence.) In an ever-changing financial landscape, uncertainty is the only certainty. That is not just a cliché—it is a reality. A recent [survey](https://www.cnbc.com/select/how-to-take-control-of-your-finances/) found that more than 77% of Americans feel unsure about their financial future. With markets evolving, economic conditions shifting, and personal financial needs becoming increasingly complex, investors need a guide—someone who can navigate the twists and turns, much like a seasoned sherpa leading an expedition to the summit. > “In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals,” says Nancy Cooper, Global Editor in Chief of *Newsweek*. Recognizing the growing demand for expertise, transparency, and personalization, *Newsweek* partnered with market-data research firm Plant-A Insights to identify America’s Top Financial Advisory Firms 2025. Their extensive analysis examined over 15,000 SEC registered financial advisories, scoring them based on asset performance, client outcomes, advisor expertise, client ratio, breadth of services, and fiduciary responsibility. After the vetting, only the top 5% have been recognized as America's Top Financial Advisory Firms 2025.  [Clarendon Private is proud to be named to this exclusive list.](https://www.newsweek.com/rankings/americas-top-financial-advisory-firms-2025) “We see this recognition as a validation of what we strive for every day—helping our clients find solutions to the financial concerns that keep them up at night,” says Marc A. White, Jr., President and CEO of Clarendon Private. “We are committed to providing the highest level of personalized financial guidance, comprehensive wealth management, and access to premier investment solutions.” **Redefining What Clients Expect from a Financial Advisor** “When I founded Clarendon Private, I saw an opportunity to redefine what high-net-worth individuals and families could expect from their financial advisors,” Marc explains. “We built a firm that offers the sophistication and investment acumen of a large institution, but with the personalized attention and flexibility of a boutique.” Traditional wealth management models often force clients to choose: a large institution with premier investment solutions but impersonal service, or a boutique firm with a more tailored approach but fewer top-tier investment options. Marc believed there was a better way. “With Clarendon Private, we started with a blank slate, knowing that clients should not have to chose between high-touch service or access to best-in-class investment solutions. We think you should have both—and that is what we built.” he says.  **A Commitment to Client-Centered Wealth Management** The firms recognized on *Newsweek’s* America’s Top Financial Advisory Firms 2025 list are setting the standard in wealth management, providing the expertise and insights needed to navigate today’s financial complexities with confidence. “These companies exemplify what it means to be a financial leader in today’s market,” Cooper adds. At Clarendon Private, this distinction reaffirms our commitment to redefining wealth management. For us, it is not just about delivering strong investment results—it is about ensuring our clients feel confident, informed, and truly cared for. Every solution we offer is designed with their unique needs in mind, reinforcing our role not just as financial advisors, but as lifelong partners in their financial journey.   Clarendon Private, LLC was awarded the ranking of America’s Top Financial Advisory Firms 2025, developed by Plant-A Insights Group. The award was presented on November 19, 2024 and based on the period of September 2023 to September 2024, scored and ranked based on asset performance, client performance, advisor expertise, breadth of service offerings and the absence of conflicts. The full methodology can be viewed [here](https://clarendonprivate.com/wp-content/themes/generatepress_child/downloads/methodology-americas-top-financial-advisory-firms.pdf). The ranking was developed with the intention to help investors make informed, confident financial decisions. Neither Clarendon Private nor its advisors paid a fee to Newsweek or Plant-A Insights Group to obtain or be considered for the ranking, however, compensation was provided for promotional use of the ranking. Clarendon Private, LLC is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Clarendon Private and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at [https://www.clarendonprivate.com/](https://www.clarendonprivate.com/) or the Investment Adviser Public Disclosure website at [www.adviserinfo.sec.gov](http://www.adviserinfo.sec.gov) by searching with Clarendon’s CRD # 316616. --- ###### Clarendon | PRIVATE ## Leave A Comment ### Related Articles - ![Why Boutique Private Wealth? | Clarendon Private](https://blog.clarendonprivate.com/hubfs/clarendon-private-boston-fi.jpg) ### [Boutique private wealth firms: Uniquely positioned to solve two big problems–access and service](https://blog.clarendonprivate.com/why-boutique) - ![Boston brownstone](https://blog.clarendonprivate.com/hubfs/boston-brownstone.jpg) ### [The rise in women’s wealth is exposing an old weakness in financial advice](https://blog.clarendonprivate.com/the-rise-in-womens-wealth-is-exposing-an-old-weakness-in-financial-advice) - ![](https://blog.clarendonprivate.com/hubfs/Untitled%20design%20(25).png) ### [How to Use College Funding as a Wealth Planning Tool](https://blog.clarendonprivate.com/how-to-use-college-funding-as-a-wealth-planning-tool) ### Related Programs - ### [Boutique private wealth firms: Uniquely positioned to solve two big problems–access and service](https://blog.clarendonprivate.com/why-boutique) - ### [The rise in women’s wealth is exposing an old weakness in financial advice](https://blog.clarendonprivate.com/the-rise-in-womens-wealth-is-exposing-an-old-weakness-in-financial-advice) - ### [How to Use College Funding as a Wealth Planning Tool](https://blog.clarendonprivate.com/how-to-use-college-funding-as-a-wealth-planning-tool) ![Clarendon Private icon](https://blog.clarendonprivate.com/hubfs/clarendon-private-icon-183b60.jpg) ### Clarendon Private 131 Clarendon Street Boston, MA 02116 (617) 927-7999 ### Stay Connected [Follow us on Linkedin](https://www.linkedin.com/company/clarendon-private/) ### [About Us](https://clarendonprivate.com/about/) - [Our Team](https://clarendonprivate.com/about/our-team/) - [Contact Us](https://clarendonprivate.com/contact/) ### [Who We Serve](https://clarendonprivate.com/who-we-serve/) - [Families & Individuals](https://clarendonprivate.com/who-we-serve/families-and-individuals/) - [Endowments & Foundations](https://clarendonprivate.com/who-we-serve/endowments-and-foundations/) ### [Services](https://clarendonprivate.com/services/) - [Investments](https://clarendonprivate.com/services/investments/) - [Wealth Planning](https://clarendonprivate.com/services/wealth-planning/) - [Private Banking](https://clarendonprivate.com/services/private-banking/) ### [Insights](https://blog.clarendonprivate.com/our-insights) - [Our Insights](https://blog.clarendonprivate.com/our-insights/) - [Thought Leadership](https://clarendonprivate.com/thought-leadership/) - [News & Commentary](https://blog.clarendonprivate.com/our-insights-news-and-commentary) © 2024 Clarendon Private [Privacy Policy](https://clarendonprivate.com/wp-content/uploads/2026/05/Clarendon-Private-Privacy-Policy-March-2026.pdf) · [Disclosures](https://clarendonprivate.com/disclosures/) · [Client Relationship Summary](https://clarendonprivate.com/wp-content/uploads/2024/10/Clarendon-Private-Form-CRS-March-2023.pdf) · [Investor Relations](https://www.beaconfinancialcorporation.com/) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Clarendon | PRIVATE", "url" : "https://blog.clarendonprivate.com/author/clarendon-private" }, "dateModified" : "2025-06-11T19:36:45.945Z", "datePublished" : "2025-06-11T19:36:45.000Z", "headline" : "Clarendon Private Named a Top Financial Advisory Firm", "mainEntityOfPage" : { "@id" : "https://blog.clarendonprivate.com/clarendon-private-named-a-top-financial-advisory-firm", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.clarendonprivate.com/hubfs/clarendon-private-logo.webp" } } } ```