Newsweek recognized Fidelis Capital as one of the top financial advisory firms in the United States, awarding the firm a 5-star rating for excellence in wealth management, financial planning and fiduciary client service.
By coordinating, clarifying and simplifying financial matters, our team helps clients enjoy more of what money can’t buy—time.
As a true fiduciary, Fidelis Capital delivers a uniquely integrated, team-based approach to personalized wealth management, comprehensive planning and multi-generational family office services for ultra-high-net-worth clients across the United States.
How Newsweek Evaluated Top Financial Advisors
The ranking analyzed more than 16,000 RIAs registered with the Securities and Exchange Commission (SEC) based on criteria commonly used by investors evaluating a financial advisor, including:· Asset Performance: Growth in assets under management, capturing both short-term and long-term financial performance.
· Client Performance: Client base growth and retention over short and long terms.
· Adviser Expertise and Client Ratio: Measures reflecting adviser credentials and client-to-adviser ratio.
· Breadth of Service Offerings: Range of wealth advisory services such as financial planning and pension consulting.
· Conflicts of Interest: Firms demonstrating minimal conflicts of interest scored higher.
View Newsweek’s full list of America’s Top Financial Advisory Firms, which lists firms in alphabetical order by rating: https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026
Financial Advisors in Tampa, Dallas, Washington, D.C., Greenwich, Charlotte, St. Louis and Columbia
Fidelis Capital advises ultra-high-net-worth families seeking a strategic, fiduciary partner for complex wealth management, multi-generational planning and family office services.We serve clients through offices in Tampa (FL), Dallas (TX), Washington, D.C., Greenwich (CT), Charlotte (NC), St. Louis (MO), and Columbia (SC).
Contact a financial advisor at Fidelis Capital: https://www.fideliscapital.com/contact
