Destiny Wealth Partners Named a 5-Star RIA Firm

InvestmentNews,
Sept. 10, 2025

Destiny Wealth Partners Named a 5-Star RIA Firm

InvestmentNews list recognizes the nation’s top-performing wealth management firms setting a benchmark for excellence in the industry

 
We’re excited to announce that Destiny Wealth Partners, our independent registered investment advisory (RIA) firm conducting business as Destiny Wealth, Destiny Family Office, Ruggie Wealth Management and Nichols Wealth Partners, has been recognized by InvestmentNews’ on its inaugural list of 5-Star RIA Firms for 2025. The distinction honors the nation’s top-performing wealth management firms, selected through a comprehensive months-long evaluation process based on assets under management (AUM), AUM growth, and client engagement.
 
To qualify, firms needed at least $1 billion in AUM during 2024 and demonstrated consistent growth and strong client relationships. The inaugural cohort of 28 firms averaged 23% client growth last year, reflecting the impact of high-touch service and results-driven strategies.
 
Our Founder and CEO Tom Ruggie, ChFC®, CFP® said, “Being named a 5-Star RIA highlights our focus on objective financial planning and investment strategies designed to help clients reach their long-term goals. InvestmentNews noted that ‘the real incentive of deciding to go with an RIA firm is the attractiveness of having a team composed of captains of their own destiny.’ We couldn’t agree more. Our independence allows us to put clients first, and this recognition validates that approach.”
 
The award underscores trends among the highest-performing firms, including accountability, differentiated offerings, and integrated planning. Destiny Wealth Partners’ success reflects a client-first philosophy, disciplined growth, and early adoption of leading-edge technology.
 
Ruggie added, “This honor reflects the trust our clients place in us and our commitment to delivering measurable results and thoughtful guidance at every stage of their financial journey.”
 
InvestmentNews’ 5-Star RIA list sets a benchmark for excellence, recognizing firms that deliver outstanding client outcomes while maintaining strong growth and operational strength.
 
 

Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the names Destiny Family Office, Ruggie Wealth Management, Nichols Wealth Partners, and Destiny Wealth. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth Partners or its firms are engaged, or continue to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth Partners by any of its clients.

InvestmentNews requested initial submissions for entries based on category criteria. Applications could be submitted by an individual or team depending on the category or anyone could apply on their behalf. Finalists (awardees) were selected based on submissions and research performed by InvestmentNews. Awardees then submitted more detailed entries, which were judged by an independent panel of industry leaders, and winners were selected based on a simple points system. No fee was submitted for consideration. For additional information, visit https://www.ruggiewealth.com/recognitions-disclosures