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 by Newsweek in partnership with Plant-A Insights Group (a data analytics firm) that highlights leading Registered Investment Advisory firms across the U.S.
The ranking evaluated more than 16,000 SEC-registered advisories for the following time periods: Sept 2024-Sept 2025 and Sept 2020-Sept 2025, and based on criteria including asset performance, client outcomes, adviser knowledge, service breadth, and ethical standards. The evaluation process considered client development metrics, firm AUM growth, advisory services offered, and potential conflicts to arrive at a total score for each firm.
TWA views inclusion on this list as a reflection of our team’s ongoing dedication to providing thoughtful, client-centric financial planning and guidance that helps individuals and families pursue meaningful financial lives. 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. 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.
Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes and work toward fulfilling, meaningful lives.
