HIGH PROBABILITY ADVISORS NAMED TO NEWSWEEK'S AMERIA'S TOP FINANCIAL ADVISORY FIRMS FOR 2026
Rochester, NY – January 14, 2026 – High Probability Advisors, a majority employee-owned investment and wealth manager headquartered in Rochester, announced today that it has been recognized as one of America's Top Financial Advisory Firms 2026 by Newsweek and Plant-A Insights Group. This is the second year that HPA has been included on Newsweek’s list.
Newsweek and Plant-A Insights Group analyzed more than 16,000 SEC-registered investment advisory firms screened for clean disciplinary records (from Form ADV Part 1) as well as firm age and size. Shortlisted firms were analyzed and scored on AUM growth, client base growth, adviser credentials and client-to-adviser ratio, breadth of service offerings, and conflicts of interest.
“This award recognizes HPA’s impact and commitment to delivering low-cost, tax-efficient, and evidence-based solutions,” said CEO Steve Carl. “Most importantly, it reflects the confidence our clients place in us. This honor reinforces our responsibility to continue providing the highest probability of success for those we serve.”
Last year, High Probability Advisors was also featured on USA TODAY’s list of Best Financial Advisory Firms for 2025. Presented by USA TODAY and Statista Inc., the list awarded the top registered investment advisory (RIA) firms in the US based on recommendations from financial advisors, clients, and industry experts; as well as development of assets under management (AUM).The firm is an affiliate of The Bonadio Group, a top 50 national CPA firm.

About High Probability Advisors
High Probability Advisors (HPA) is an SEC-registered investment advisor launched in 2017 by experienced investment professionals looking to create the next generation of investment management firms. With more than $1 billion in AUM, the firm serves individuals and families, not-for-profit endowments/foundations, businesses, and retirement plans. By focusing on only evidence-based investment & planning strategies and delivering low-cost, tax-efficient, and risk-managed portfolios, HPA aims to give each client a high probability of successfully meeting their goals.
For important disclosures about Rankings & Awards, please visit: https://highprobabilityadvisors.com/our-firm/awards.
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