Credent Wealth Management Celebrates National Rankings Among RIAs in 2025
In what marks a significant achievement for the firm, Credent Wealth Management, operating as CX Institutional, LLC from its headquarters in Auburn, Indiana, has been acknowledged in various prestigious rankings in 2025. The recognition highlights the firm's rapid growth and dedication to its Midwestern ethos as it expands its reach across the nation.
This year alone, Credent has made its mark in a number of notable lists. For instance, Financial Advisor Magazine included it in their Top 50 Fastest Growing Firms, celebrating firms that have seen impressive increases in assets under management and client bases. This accolade emphasizes the firm's prowess in scaling efficiently while remaining client-focused.
Additionally, InvestmentNews bestowed upon them the title of 5-Star RIA Firm, which is reserved for those who excel in crucial performance metrics such as client retention and overall firm performance. Such distinctions put Credent on a platform among the leaders in the RIA landscape, showcasing their commitment to exceptional service and client outcomes.
The ThinkAdvisor 2025 Luminaries Awards also took notice, naming Credent’s Chief Investment Officer, Edison Byzyka, a finalist for Chief Investment Officer of the Year, while CEO David Hefty was also recognized as a finalist for MA Leader of the Year. These awards will culminate at an upcoming ceremony in New York on December 4, where finalists will compete for top honors within the industry.
Forbes has also acknowledged Credent, placing it in their prestigious list of America’s Top RIA Firms. This ranking evaluates firms based on various criteria, including assets under management, revenue growth, and customer satisfaction, highlighting those firms that provide robust and comprehensive wealth management services. Coupled with AdvisorHub’s recognition of Credent as one of the 250 RIAs to Watch, the firm continues to demonstrate innovation, strategic growth, and a client-centric approach in wealth management.
Reflecting on these accolades, David Hefty, CEO of Credent Wealth Management, stated, “These recognitions reinforce what we've always believed—that an RIA firm can stay true to its values and roots while delivering top-tier service across the country.” He highlighted the firm's vision to become a legacy institution that serves clients across generations, building enduring relationships with both clients and advisors. The recognitions affirm the firm’s growth trajectory while confirming its dedication to a client-first approach which lies at the core of its operational philosophy.
Credent Wealth Management has been expanding its footprint, having recently integrated TFG Advisors based in Michigan into its broadening network. Their emphasis on long-term client outcomes and nurturing advisor success remains central to their ongoing operations. Interested firms looking to explore collaboration opportunities with Credent can find further details about the advantageous prospects of joining their expanding network at JoinCredentWealth.com.
Founded in 2018, Credent Wealth Management has rapidly ascended in the ranks of Registered Investment Advisors with over $4 billion in assets under management. By offering a transparent and commission-free approach to wealth management, the firm prioritizes impactful financial planning and investment strategies tailored to the unique needs of each client. It has swiftly gained recognition for its personalized service and dedication to creating lasting relationships. As it continues to grow through organic means and strategic acquisitions, the culture at Credent is committed to supporting advisors in doing their best work, ensuring clients are equipped to meet their financial goals without worry.
For more information about Credent Wealth Management, visit CredentWealth.com.
This year alone, Credent has made its mark in a number of notable lists. For instance, Financial Advisor Magazine included it in their Top 50 Fastest Growing Firms, celebrating firms that have seen impressive increases in assets under management and client bases. This accolade emphasizes the firm's prowess in scaling efficiently while remaining client-focused.
Additionally, InvestmentNews bestowed upon them the title of 5-Star RIA Firm, which is reserved for those who excel in crucial performance metrics such as client retention and overall firm performance. Such distinctions put Credent on a platform among the leaders in the RIA landscape, showcasing their commitment to exceptional service and client outcomes.
The ThinkAdvisor 2025 Luminaries Awards also took notice, naming Credent’s Chief Investment Officer, Edison Byzyka, a finalist for Chief Investment Officer of the Year, while CEO David Hefty was also recognized as a finalist for MA Leader of the Year. These awards will culminate at an upcoming ceremony in New York on December 4, where finalists will compete for top honors within the industry.
Forbes has also acknowledged Credent, placing it in their prestigious list of America’s Top RIA Firms. This ranking evaluates firms based on various criteria, including assets under management, revenue growth, and customer satisfaction, highlighting those firms that provide robust and comprehensive wealth management services. Coupled with AdvisorHub’s recognition of Credent as one of the 250 RIAs to Watch, the firm continues to demonstrate innovation, strategic growth, and a client-centric approach in wealth management.
Reflecting on these accolades, David Hefty, CEO of Credent Wealth Management, stated, “These recognitions reinforce what we've always believed—that an RIA firm can stay true to its values and roots while delivering top-tier service across the country.” He highlighted the firm's vision to become a legacy institution that serves clients across generations, building enduring relationships with both clients and advisors. The recognitions affirm the firm’s growth trajectory while confirming its dedication to a client-first approach which lies at the core of its operational philosophy.
Credent Wealth Management has been expanding its footprint, having recently integrated TFG Advisors based in Michigan into its broadening network. Their emphasis on long-term client outcomes and nurturing advisor success remains central to their ongoing operations. Interested firms looking to explore collaboration opportunities with Credent can find further details about the advantageous prospects of joining their expanding network at JoinCredentWealth.com.
Founded in 2018, Credent Wealth Management has rapidly ascended in the ranks of Registered Investment Advisors with over $4 billion in assets under management. By offering a transparent and commission-free approach to wealth management, the firm prioritizes impactful financial planning and investment strategies tailored to the unique needs of each client. It has swiftly gained recognition for its personalized service and dedication to creating lasting relationships. As it continues to grow through organic means and strategic acquisitions, the culture at Credent is committed to supporting advisors in doing their best work, ensuring clients are equipped to meet their financial goals without worry.
For more information about Credent Wealth Management, visit CredentWealth.com.
Topics Financial Services & Investing）
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