Fortis Capital Advisors Named a Top Firm Amid Evolving Wealth Landscape

NEW YORK, NY – January 07, 2026 – In a financial advisory market projected to reach over $124 billion in 2026, earning a place among the nation's elite is a significant distinction. Fortis Capital Advisors, a registered investment advisory firm, has achieved this by being named to Newsweek's prestigious list of America's Top Financial Advisory Firms for 2026. This recognition highlights the firm's performance in a crowded field of over 16,000 SEC-registered advisories and underscores a broader industry shift toward prioritizing client trust, comprehensive planning, and measurable results.

The annual ranking, produced for the second year in partnership with data and insights firm Plant-A Insights Group, serves as a guide for consumers navigating an increasingly complex financial environment. As Jennifer H. Cunningham, Editor-in-Chief of Newsweek, stated, "We hope this ranking helps readers identify firms that can support their financial goals, regardless of income, life stage, or long-term objectives."

Deconstructing Excellence: The Anatomy of a Top Advisory Firm

Selection for Newsweek's list is not a matter of chance or popularity; it is the result of a rigorous, data-driven evaluation process. To even be considered, firms had to meet stringent baseline criteria, including holding at least $20 million in assets under management (AUM), maintaining a clean disciplinary record, and having been registered with the SEC for a minimum of two years.

From this shortlisted group, Plant-A Insights Group conducted a deep analysis based on several key performance indicators. The methodology scrutinized:

• Asset and Client Performance: This involved measuring both short-term and long-term growth in assets under management and the client base. The Compound Annual Growth Rate (CAGR) over a five-year period (from September 2020 to September 2025) was a critical factor, rewarding firms that demonstrated sustained, healthy expansion.
• Adviser Expertise and Client Ratio: The evaluation considered the professional credentials within a firm, such as the percentage of employees registered as financial advisory representatives. A favorable client-to-adviser ratio was also a key metric, suggesting a firm's capacity to provide personalized attention.
• Breadth of Services: Firms offering a comprehensive suite of services, including detailed financial planning and pension consulting, scored higher, reflecting the growing client demand for holistic advice.
• Management of Conflicts of Interest: In a move toward greater transparency, the methodology penalized firms with potential conflicts of interest, rewarding those structured to put client needs first.

This multi-faceted approach ensures the ranking reflects not just size, but the quality, stability, and client-centricity of the advisory services provided. It paints a detailed picture of what constitutes excellence in the modern wealth management industry.

Fortis Capital's Blueprint for Client-Centric Growth

Fortis Capital Advisors' inclusion on the list validates its business model, which is built on providing customized, comprehensive strategies for individuals, families, and business owners. Founded in 2020 and becoming fully operational in 2021, the firm has demonstrated remarkable growth, surpassing $1 billion in AUM by early 2025. This trajectory aligns with the performance metrics prioritized by Newsweek's ranking.

The firm's philosophy emphasizes what it calls "disciplined planning, transparency, and long-term relationships." Rather than offering one-size-fits-all solutions, its advisors focus on holistic financial modeling, asset protection, legacy planning, and business succession. This approach requires a deep, collaborative culture where specialists in asset management, financial planning, insurance, and estate planning work together to craft strategies tailored to each client's unique vision and goals.

Roman Moldavsky, Chief Executive Officer of Fortis Capital Advisors, views the award as a direct reflection of this client-first commitment. "We are honored to be recognized by Newsweek," Moldavsky stated in the company's announcement. "This recognition speaks to the trust our clients place in us and the continued commitment of our advisors and team to providing personalized, long-term planning aligned with each client's objectives."

The Trust Economy: Validation in a Complex Financial World

In an era where 77% of Americans report feeling uncertain about their financial future, third-party validation has become an invaluable currency. For consumers, distinguishing between thousands of advisory firms can be daunting. Rankings like Newsweek's provide a data-backed starting point, helping to build confidence by highlighting firms that have demonstrated strong performance and a commitment to high standards.

An important aspect of this transparency involves the common industry practice of licensing awards for marketing. While Fortis Capital Advisors did not pay any fee for consideration or selection, it did pay a licensing fee to use the Newsweek logo, a practice disclosed by the firm and common among award recipients. The ranking's methodology explicitly states that selection is based on public data and that licensing does not influence the outcome, ensuring the award's credibility remains intact. This distinction is crucial for maintaining the integrity of the recognition while allowing firms to rightfully promote their achievement.

This ecosystem of merit-based selection and transparent marketing helps create a more informed marketplace, where clients can more easily identify firms that have been independently vetted against objective criteria. It shifts the focus from marketing claims to proven results, a critical evolution in a service industry built on trust.

Navigating the Future of Wealth Management

Fortis Capital's recognition comes as the wealth management industry undergoes a profound transformation. The modern client demands more than just investment management; they seek hyper-personalized, holistic advice that integrates everything from tax and estate planning to values-based investing principles like ESG (Environmental, Social, and Governance). The demand for fiduciary advice—where the advisor is legally obligated to act in the client's best interest—is at an all-time high.

Simultaneously, technology is reshaping service delivery. The rise of AI-powered tools and hybrid advisory models, which combine human expertise with digital platforms, is setting new expectations for accessibility and engagement. Firms that successfully integrate these technologies to enhance, not replace, the client-advisor relationship are poised for success.

Against this backdrop of intense competition, M&A activity, and evolving client demands, firms like Fortis Capital Advisors stand out. Their focus on a collaborative, client-centric, and comprehensive planning model appears well-aligned with the future direction of the industry. By meeting the rigorous, objective standards set by the Newsweek and Plant-A Insights ranking, the firm has demonstrated a blueprint for success that prioritizes the very elements that today's investors value most: performance, expertise, and unwavering trust.