Awards & Recognition

Loeffler Wealth Management, in affiliation with Kingswood U.S., was recognized as one of USA Today's Best Financial Advisory Firms for 2026, based on assets under management growth and recommendations from clients and peers.

Kingswood U.S. was named to Newsweek's America's Top Financial Advisory Firms list for 2026 — a second consecutive year of recognition, in partnership with Plant-A Insights Group.

Kingswood U.S. was named to Forbes' list of America's Top RIA Firms, as researched and ranked by SHOOK Research.

Our business is built on a foundation of thoughtful client relationships.

Kingswood U.S. was recognized by Grady Campbell among the Top 50 Investment Banks in the Middle Market.

Kingswood U.S. was named to Financial Advisor magazine's list of the 50 Fastest-Growing RIAs for 2026.

Kingswood U.S. was named to Financial Advisor magazine's list of America's Top RIAs for 2026.