General

Endowment Wealth Management, Inc. (“EWM”) has been recognized by Newsweek in partnership with Plant-A Insights Group as one of America’s Top Financial Advisory Firms for 2026. This recognition places us among the top 1,000 SEC-registered firms nationwide, highlighting our ongoing commitment to delivering personalized financial guidance, disciplined investment management, and a fiduciary standard of care.

Recognition Overview

Being included in the 2026 list of top financial advisory firms by Newsweek reflects our continued focus on providing personalized financial advice and long-term guidance. This marks the second consecutive year our firm has been included in this ranking, following our inclusion in the 2025 ranking.

The selection process evaluated over 16,000 financial advisories registered with the SEC using a combination of factors, including growth metrics, advisor experience, breadth of services offered, and policies designed to address conflicts of interest.

Who We Are: Endowment Wealth Management

Headquartered in Appleton, Wisconsin, EWM provides investment management and financial planning services to individuals, families, and institutions.

Our “Endowment Investment Philosophy®” incorporates a diversified approach that may include traditional and alternative investments, comprehensive financial planning, and ongoing risk management designed to align with each client’s individual objectives and circumstances.

We are committed to helping clients make informed financial decisions through personalized guidance and a fiduciary standard of care.

Thank You for Your Trust

We sincerely appreciate the trust our clients, team members, and community partners place in EWM. These relationships continue to be central to our firm’s growth and long-term focus.

 

Learn More

View the Newsweek ranking methodology here: Newsweek Ranking Methodology

 

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

 

Disclosure: The Newsweek America’s Top Financial Advisory Firms 2026 ranking was published on November 14, 2025, and developed by Newsweek in partnership with Plant-A Insights Group. The award was based on an analysis of over 16,000 SEC-registered RIAs using data evaluated through September 2025, including short-term growth from September 2024–2025 and long-term growth from September 2020–2025, in assets under management and client base, adviser expertise, breadth of services, and conflicts of interest. No compensation was paid by Endowment Wealth Management, Inc., directly or indirectly, to obtain this award. After publication, firms may license the award badge for marketing purposes; any such licensing does not affect selection. EWM paid approximately $350 to purchase commemorative plaques for display purposes after the ranking was awarded. Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee a similar experience for all clients. Information regarding Newsweek’s ranking methodology can be found Here.

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Endowment Wealth Management, Inc. (“EWM”) is proud to announce its recognition as one of USA TODAY’s Best Financial Advisory Firms for 2026. This national recognition reflects EWM’s continued commitment to fiduciary excellence, personalized wealth management, and long-term client relationships.

The ranking recognizes financial advisory firms across the United States based on a combination of short- and long-term growth metrics and recommendations from clients and peers. EWM is honored to be included among firms recognized for their dedication to helping clients pursue their financial goals through comprehensive planning and disciplined investment management.

A Recognition Rooted in Fiduciary Commitment

At EWM, our mission has always been centered on helping individuals, families, and institutions build, preserve, and transfer wealth through customized financial strategies aligned with their unique goals and values.

We believe this recognition reflects the trust our clients place in us and the dedication of our team to delivering objective guidance and personalized service. As a fiduciary, EWM is committed to acting in the best interests of our clients while maintaining a disciplined, long-term approach to financial planning and investment management.

About Endowment Wealth Management

Headquartered in Appleton, Wisconsin, EWM serves clients throughout the United States with comprehensive wealth management and financial planning services. Our proprietary Endowment Investment Philosophy® combines traditional and alternative investment strategies with proactive risk management and customized financial planning.

Our team works closely with clients to develop personalized strategies designed to help them navigate changing markets, prepare for life transitions, and pursue long-term financial confidence.

Thank You to Our Clients and Community

We are honored to receive this recognition and appreciate the confidence our clients place in our firm. Relationships remain at the center of everything we do, and we are honored to continue serving as a trusted resource for our clients’ financial lives.

As we look ahead, EWM remains committed to delivering thoughtful guidance, fiduciary care, and personalized wealth management strategies tailored to each client’s unique needs.

Learn More

View the USA TODAY ranking methodology here: USA TODAY’s Ranking Methodology

 

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

 

Disclosure: The USA TODAY Best Financial Advisory Firms 2026 ranking was published on April 15, 2026 and developed by USA TODAY in partnership with Statista Inc. The award is based on data evaluated through January 2026, including AUM growth over the 12 months from January 2025–January 2026 and mid-term growth from 2023–2026. Recommendations were weighted at 20% and AUM development at 80%. No compensation was paid by Endowment Wealth Management, Inc., directly or indirectly, to obtain or market this award. After publication, firms may license the award badge for marketing purposes; any such licensing does not affect selection. EWM paid approximately $350 to purchase commemorative plaques for display purposes after the ranking was awarded. Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee a similar experience for all clients. Information regarding Statista’s ranking methodology can be found Here.[/vc_column_text][/vc_column][/vc_row]

Endowment Wealth Management, Inc. has been recognized by Newsweek and Plant-A Insights Group as one of America’s Top Financial Advisory Firms for 2025. This prestigious honor places us among the top 750 SEC-registered firms nationwide, highlighting our commitment to fiduciary excellence, personalized service, and long-term client success.​

A Testament to Our Client-Centered Approach

The selection process for this ranking was rigorous, evaluating over 15,000 financial advisory firms based on key performance indicators such as asset and client growth, advisor expertise, breadth of services, and conflict-of-interest management.

This recognition underscores our dedication to delivering tailored financial strategies and maintaining the highest standards of fiduciary responsibility.​

Who We Are: Endowment Wealth Management

Headquarter in Appleton, WI, Endowment Wealth Management is more than a financial advisory firm; we are stewards of your financial future. We serve individuals, families, and institutions through our innovative “Endowment Investment Philosophy^®.” Our approach integrates traditional and alternative investments, customized financial planning, and proactive risk management to align with your unique goals and values.​

Our mission is to help clients build, protect, and sustain multi-generational wealth with strategies tailored to their unique values, visions, and goals.

We’re grateful for this national recognition and remain dedicated to empowering our clients’ financial future – with the same fiduciary care and forward-thinking approach that defines our firm.

Thank You for Your Trust

We extend our heartfelt gratitude to our clients, team members, and community partners. Your trust and collaboration have been instrumental in achieving this milestone. As we continue to grow and evolve, our commitment to your financial well-being remains steadfast.​

For more information on the Newsweek rankings, please visit: Newsweek’s America’s Top Financial Advisory Firms 2025.

Contact: Robert Riedl, Director of Wealth Management

Rob@EndowmentWM.com

920.785.6011

Award recognition does not ​qualify as an endorsement of any firm, index, investment, or investment strategy. America’s Top Financial Advisory Firms 2025 was awarded 11/19/2024 by Newsweek,com in partnership with Plan-A Insights Group. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Judging criteria for the award can be found at: https://rankings.newsweek.com

Titan CEO and headline sponsor Wipfli LLP are pleased to announce Prateek Mehrotra, Chief Investment Officer, Endowment Wealth Management as a 2023 Wisconsin Titan 100. The Titan 100 program recognizes Wisconsin’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Collectively, the 2023 Wisconsin Titan 100 and their companies employ more than 100,000 individuals and generate $36 billion dollars in annual revenues.  This year’s honorees will be published in a limited-edition Titan 100 book and profiled exclusively online. They will be honored at the annual awards ceremony on January 12th, 2023 at Fiserv Forum, and will be given the opportunity to interact and connect multiple times throughout the year with their fellow Titans.

“The Titan 100 are shaping the future of the Wisconsin business community by building a distinguished reputation that is unrivaled and preeminent in their field. We proudly recognize the Titan 100 for their successes and contributions. We know that they will have a profound impact that makes an extraordinary difference for their customers and clients across the nation.” says Jaime Zawmon, President of Titan CEO.

As a visionary co-founder of Endowment Wealth Management and its affiliates, ETF Model Solutions, LLC and Global Alternative Investment Management, LLC, Prateek leads the investments team which is the backbone of the firm’s 3-dimensional Endowment Investment Philosophy®. Expanding a portfolio beyond just stocks and bonds, Prateek’s responsible for researching a virtually limitless expanse of investment opportunities including real assets, hedge strategies, private equity, venture capital, exchange-traded funds, private debt. He has led his firm to create a national index, an ETF strategist that designs and manages ETF portfolios, a private fund management firm that invests opportunistically on a global scale, and a digital investment platform for millennials and digitally-savvy investors.

 

“It is an incredible honor to be recognized as a Titan 100 and to be a part of this remarkable program.  While this is an individual award, it truly belongs to the great team we have at Endowment Wealth Management.  I am fortunate to be surrounded by a group of dedicated, hard-working, compassionate professionals.  I look forward to utilizing this opportunity to make meaningful connections with other accomplished, passionate, like-minded leaders to become an even better leader in my organization and our Wisconsin community.”

Prateek Mehrotra and the other award winners will be honored at the annual Titan 100 awards celebration on January 12th, 2023 at Fiserv Forum, home of the Milwaukee Bucks. This unique cocktail-style awards event will gather 100 Titans of Industry and their guests for an evening unlike anything that exists in the Wisconsin business community.

“On behalf of all the partners and associates at Wipfli we congratulate all the Titan 100 winners. It’s an honor to recognize this diverse group of leaders in Wisconsin. We appreciate the lasting impact each leader has made, and continues to make, in building organizations of significance both here in Wisconsin and abroad. Your ingenuity and creativity have set you apart, and the honor of being seen as an industry Titan is richly deserved,” says Gina Skibo, Partner at Wipfli.

Contact: Tim Landolt

Tim@EndowmentWM.com

920.785.6012

For more information, visit: https://www.titan100.biz/2023wisconsintitan100

Award recognition does not qualify as an endorsement of any particular index, investment, or investment strategy. The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz.