Calamos Wealth Management Hits Repeat Forbes Ranking, Reflects RIA Sector Surge

Chicago, IL – November 15, 2025 – In a market increasingly defined by volatility and complex financial landscapes, clients are seeking trusted partners to navigate the challenges. Calamos Wealth Management (CWM) has once again earned a place among America’s Top 100 Registered Investment Advisors (RIAs), as recognized by Forbes | SHOOK Research. This repeat recognition, announced today, underscores not only CWM’s strong performance but also a broader industry shift towards independent wealth management firms.

CWM, a subsidiary of Calamos Investments, saw its assets under management (AUM) climb to over $5 billion in 2025, a 25% increase year-over-year. This growth, coupled with a consistently strong compliance record, has positioned the firm as a key player in a competitive landscape. According to SHOOK Research’s methodology, the ranking considers factors beyond AUM, including revenue trends, advisor credentials, and client experience – a testament to CWM’s holistic approach.

“The Forbes ranking isn’t just a number; it’s validation of the hard work and dedication of our team,” stated a representative from Calamos Wealth Management. “We’ve intentionally built a firm focused on building long-term relationships and delivering customized solutions for our clients.”

The Rise of the Independent Advisor

The success of CWM isn’t happening in isolation. The RIA sector is experiencing a surge in demand, as investors increasingly prioritize personalized service, fiduciary duty, and transparent fee structures. A recent report from Cerulli Associates highlights this trend, noting a significant shift away from traditional brokerage firms towards independent advisors who are legally obligated to act in their clients' best interests.

“Investors are becoming more sophisticated and demanding more from their financial advisors,” explains a financial industry analyst familiar with the RIA sector. “They want advisors who are truly focused on their needs, not on selling products. Independent RIAs, with their fee-only model and fiduciary standard, are well-positioned to meet this demand.”

This shift is being accelerated by technological advancements. While some feared automation would replace financial advisors, it’s actually empowering them to deliver more value to their clients. AI-powered tools are streamlining administrative tasks, providing deeper data analytics, and enabling advisors to offer more personalized financial planning.

Calamos' Growth Strategy: Balancing Innovation with Client Focus

Calamos Wealth Management appears to be successfully navigating this evolving landscape. The firm's growth strategy focuses on a few key areas: leveraging technology to enhance client service, expanding its team of experienced advisors, and maintaining a strong focus on compliance.

“We are committed to investing in the tools and talent that will enable us to deliver the best possible experience for our clients,” stated a Calamos representative. “We believe that technology can be a powerful enabler, but it's important to remember that financial planning is ultimately about building relationships and understanding our clients' unique needs.”

Competitive analysis reveals that Calamos differentiates itself through a combination of personalized service, innovative investment strategies, and a strong emphasis on risk management. While many firms offer similar services, Calamos appears to have successfully built a reputation for delivering consistent results and providing a high level of client satisfaction.

“Calamos has carved out a niche for itself by focusing on high-net-worth individuals and families,” explains another financial industry expert. “They have a strong team of advisors who are able to provide sophisticated financial planning and investment management services.”

Navigating Market Volatility and Future Challenges

As market volatility continues to be a concern for investors, the role of a trusted financial advisor has become even more critical. Clients are looking for guidance on how to protect their assets, manage risk, and achieve their long-term financial goals.

“In times of uncertainty, investors often turn to their advisors for reassurance and guidance,” says a financial planner. “It’s important for advisors to be able to communicate effectively, provide sound advice, and help clients stay focused on their long-term goals.”

Looking ahead, Calamos Wealth Management faces several challenges, including increased competition, evolving regulatory requirements, and the need to adapt to rapidly changing technology. However, with its strong track record, experienced team, and commitment to client service, the firm appears well-positioned to continue its success in the years to come.

The Forbes ranking isn’t just a recognition of past achievements; it’s a signal of confidence in Calamos Wealth Management’s ability to navigate the challenges and opportunities of the future. It reflects a growing recognition of the value of independent wealth management and the importance of having a trusted partner to help clients achieve their financial goals.