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Treehouse Named One of America’s Top Financial Advisory Firms for 2026 by Newsweek

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Treehouse Wealth Advisors is proud to announce our inclusion on Newsweek’s list of America’s Top Financial Advisory Firms for 2026. The list is a national ranking compiled in partnership with Plant-A Insights Group that highlights leading Registered Investment Advisory firms across the U.S. evaluated from more than 16,000 SEC-registered advisories based on criteria including asset performance, client outcomes, adviser expertise, service breadth, and ethical standards.

Inclusion on this list reflects our team’s ongoing dedication to providing thoughtful, client-centric financial planning and guidance that supports individuals and families in pursuing meaningful financial lives.

See the full list here.

Disclosures:

  • Source: https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026 (Awarded November 2025).
  • This ranking was determined based on an evaluation process conducted by Plant-A Insights Group, LLC (a data analytics firm) in partnership with Newsweek (the publisher) for the following time periods: Sept 2024-Sept 2025 and Sept 2020-Sept 2025.
  • Neither Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) nor its employees paid a fee to Plant-A Insights Group LLC or Newsweek for placement on its rankings.
  • This ranking is based on Plant-A Insights Group, LLC’s research and analysis of firms’ publicly disclosed Form ADV information that includes:
    1. Only firms with more than $20 million in assets under management (AUM), at least three wealth advisers, five individual clients, and a minimum of two years of SEC registration were considered. Firms with disciplinary disclosures were excluded.
    2. A measure of client development (both short term (Sep 2024 to Sep 2025) and long term individual client growth (Compound annual growth rate (CAGR) Sep 2020 to Sep 2025), Firm AUM growth (both short term AUM (Sep 2024 to Sep 2025) and long term AUM (CAGR Sep 2020 to Sep 2025) for the firm and assets managed for individuals were analyzed), Advisory Firm services (including number of employees registered as Financial Advisory Representatives), and potential conflicts to arrive at a total score for a percentile rank of the firm.
  • Rankings are based on the opinions of Plant-A Insights Group LLC and may not be representative of any one client’s experience; individuals must carefully review their own situation and perform their own due diligence. This ranking is not indicative of TWA or its employees’ future performance. TWA is not affiliated with Plant-A Insights or Newsweek.

For more information, see https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026

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Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) is an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. TWA only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of TWA’s current written disclosure brochures, Form ADV Part 1 and Part 2A, filed with the SEC which discusses among other things, TWA’s business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Certain hyperlinks or referenced websites, if any, are for your convenience and forward you to third parties’ websites, which generally are recognized by their top-level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with TWA with respect to any linked site or its sponsor, unless expressly stated by TWA. Any such information, products or sites have not necessarily been reviewed by TWA and are provided or maintained by third parties over whom TWA exercises no control. TWA expressly disclaims any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.

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