Lexington, MA – October 2, 2025 – Wingate Wealth Advisors, an independent, fee-only wealth management and financial planning firm, has been recognized on the annual CNBC Financial Advisor 100 for 2025.
This marks the fourth consecutive year that Wingate Wealth Advisors has made the Financial Advisor 100 which, according to CNBC, “recognizes those advisory firms that help clients successfully navigate their financial lives.” CNBC prepared the ranking methodology in partnership with data provider AccuPoint Solutions, analyzing information on more than 40,000 registered investment advisors in the United States.
A variety of data points were used to evaluate firms, including years in business, number of certified financial planners, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total accounts and assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered, country of domicile, and an advisory firm’s regulatory/compliance record. There was no direct or indirect compensation exchanged in connection with obtaining the ranking.
Wingate Partner John Slupski said, “This marks the fourth year in a row that CNBC has recognized our firm, and it’s a testament to the passion, dedication, and collaboration of our entire team. At Wingate, we measure our success by the confidence and peace of mind our clients feel, whether they are planning their retirement, funding their children’s or grandchildren’s education, looking for ways to be smarter about tax planning or concerned about how to invest in a complex and rapidly changing world. We’re grateful to our clients for entrusting us with their financial lives and proud to continue delivering guidance that aligns with their goals and values.”
Chief Operating Officer Rich Byron added, “Since our founding in 1986, our mission has been to provide thoughtful, client-focused financial guidance. Being named to CNBC’s Financial Advisor 100 for the fourth year running is a meaningful recognition of that mission. It reflects not just the hard work of our team, but the trust and partnership of our clients, who inspire us every day to innovate, plan carefully, and help them achieve their financial and life goals.”
About Wingate Wealth Advisors
Wingate Wealth Advisors is an independent, fee-only wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families.
Since 1986, we have been providing financial guidance that is objective and individualized. Our integrated approach begins with financial planning to ensure a client’s investment plan is aligned with their particular needs, goals, and circumstances.
For more information on our firm and services, please visit www.wingatewealthadvisors.com
Contact: Rich Byron, Chief Operating Officer, [email protected]
