FOR IMMEDIATE RELEASE

Hixon Zuercher Capital Management Named One of America’s Top Financial Advisory Firms by Newsweek

Findlay, OH – December 12, 2024 – Hixon Zuercher Capital Management is proud to announce its recognition as one of America’s Top Financial Advisory Firms 2025, as published by Newsweek. The list, which appeared in the December 6th print edition of Newsweek magazine, ranks the top 750 financial advisory firms in the nation.

To compile the rankings, over 15,000 SEC-registered financial advisory firms were evaluated. Criteria included short-term and long-term asset performance, client performance, advisor expertise, client-to-advisor ratio, breadth of services offered, and the absence of legal or public reputational issues. Eligible firms were required to have a minimum of $20 million in assets under management (AUM).

“We are deeply honored to be recognized on this list,” said Tony Hixon, CEO of Hixon Zuercher Capital Management. “It really reflects the dedication of our team. We put two feet on the ground each morning to help our clients steward generational wealth while living purpose-filled lives.”

Hixon Zuercher Capital Management, an independent, fee-only wealth management firm based in Findlay, Ohio, has been serving clients for over two decades. The firm specializes in investment management and financial planning, with over $420 million in assets under management (AUM). The firm’s customized approach combines portfolio management and financial advising with life coaching services, ensuring clients experience a fulfilling life beyond the numbers.

 


Disclaimer

• Rankings Placement & Firm Requirements
Placement in the rankings (defined below) is a positive recognition based on research of publicly available data sources from the time period in question. Firm’s selected are RIAs and disclose holdings to U.S. SEC. Over 15,000 financial advisories registered with the SEC were analyzed, and the top 750 were ranked.  Registered Investment Advisers (RIAs) are financial firms that manage the assets of individual and institutional investors. RIAs managing $100 million or more are required to disclose their holdings to the U.S. Securities and Exchange Commission (SEC).

• Intellectual Property Rights
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• Nature of the Rankings
The rankings are prepared by Plant-A and reflect an editorial content piece, based on both primary and secondary market research. This includes publicly available data and specific data provided directly to Plant-A. These rankings are published in conjunction with Newsweek and should be viewed as an editorial work, not as definitive financial or business guidance.

• Data Accuracy and Periodicity
The rankings are generated from data sources deemed reliable and formed based on a methodological analysis of data spanning the last 24 months. They are inherently a reflection of historical data and may not include subsequent developments, unforeseen events, or additional data not covered during the research period.

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