Treehouse Wealth Advisors Named One of USA Today’s Best Financial Advisory Firms for 2026

Treehouse Wealth Advisors is proud to announce our inclusion on USA Today’s list of Best Financial Advisory Firms for 2026. The list is a national ranking that recognizes leading Registered Investment Advisory (RIA) firms across the country based on peer and client recommendations as well as firm growth metrics. Firms were evaluated through an independent survey process and an analysis of publicly available regulatory data, with the goal of identifying advisory practices that demonstrate strong client relationships, industry credibility, and sustained business momentum.

We are honored by this recognition, which speaks to our team’s shared belief that financial planning done well is deeply personal, and built on trust, transparency, and a genuine understanding of what each client is working toward. This acknowledgment motivates us to keep raising the bar for what client-centered financial guidance can look like, and to continue building a firm our clients and community can be proud of.

https://treehousewealth.com/important-disclosures/

Source: USAToday.com (published April 14, 2026) USA TODAY and Statista (market research firm) compiled this list of 1,000 RIAs in the U.S by looking at firms’ assets under management over short and long-term periods alongside an independent survey sent to clients, financial professionals, and industry experts. Rankings are not indicative of future performance and may not reflect the experience of any single client. Treehouse Wealth Advisors did not pay a fee to be included in or promote this ranking.

Disclosures:

Recommendations from financial advisors, clients, and industry experts: Recommendations were collected through an independent survey among over 30,000 individuals.
A firm’s AUM growth was analyzed using publicly available data from the SEC IAPD regulatory database, measuring both short-term growth (January 2025–January 2026) and long-term growth over the past five years (2021–2026) using a 30%/70% weighting, respectively.
Rankings are based on a final score, tabulated by Statista, of which 20% is weighted based on the independent survey collected and 80% based on AUM development. Furthermore, events preceding or following 02/11/2026 were not included in the metrics. The final score 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 USA Today or any affiliated research partner.

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Treehouse Wealth Advisors

Disclosure:

Form CRS (Client Relationship Summary) is a summary of the services and fees we offer to “retail” investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.

Click here to download a PDF of Treehouse Wealth Advisors’ Form CRS.

Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) is an investment advisor based in Walnut Creek, CA and 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.

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