Spectrum Investment Advisors Earns Distinction Among America's Leading Financial Advisory Firms for 2025
Spectrum Investment Advisors: A Beacon of Excellence in Financial Services
In a notable achievement, Spectrum Investment Advisors has recently been recognized for its outstanding contributions to the financial advisory landscape in the United States. This recognition includes being named one of the nation’s top defined contribution (DC) advisor teams by the National Association of Plan Advisors (NAPA) and a recipient of USA TODAY's honors as one of the Best Financial Advisory Firms of 2025.
Recognition by NAPA: Top DC Advisor Teams
Spectrum Investment Advisors has secured a spot on NAPA’s prestigious list of the top DC advisor teams for 2025. This accolade is reserved for firms managing at least $100 million in assets within their defined contribution practices. The award highlights the company’s significant impact within the retirement plan sector, underscoring their dedication to enhancing the nation's private retirement system. The latest rankings encompass a competitive cohort of 431 teams from 43 states alongside the District of Columbia, reflecting the high-caliber services that Spectrum provides.
The selection criteria for this recognition involved self-reported data regarding DC assets under advisement, showcasing the firm's contributions towards fostering a robust retirement ecosystem for individuals across the country. The recognition is a testament to the expertise and commitment of the Spectrum team in meeting the financial needs of their clients.
USA TODAY’s Best Financial Advisory Firms of 2025
In addition to the NAPA accolade, Spectrum Investment Advisors has also earned a coveted spot on USA TODAY’s list of the Best Financial Advisory Firms of 2025. This acknowledgment reflects the firm’s superior service and client relationships and is based on recommendations from peers and clients alike.
The selection process evaluated significant growth in assets under management (AUM) over both short-term and long-term periods, accounting for performance metrics over the past 12 months and the last five years. This recognition, announced on March 27, 2025, showcases Spectrum's dedication to exceeding client expectations and achieving sustainable growth.
A Commitment to Celebrate
Manuel Rosado, the President of Spectrum Investment Advisors, commented on these exemplary recognitions, expressing, "We’re deeply honored by this recognition, a testament to our unwavering commitment to excellence.” This sentiment is echoed throughout the organization, and one of their guiding principles emphasizes celebrating the achievements of both their team and clients alike.
At Spectrum, the philosophy of