#USA #Destiny Wealth Partners #Tavares #InvestmentNews #5-Star RIA

Destiny Wealth Partners Recognized as a Premier RIA Firm

On October 2, 2025, Destiny Wealth Partners, an independent and SEC-registered investment advisory firm, proudly announced its inclusion in the inaugural 5-Star RIA Firms list by InvestmentNews. This prestigious recognition underscores the company’s commitment to excellence in wealth management, distinguishing it as one of the top-performing firms in the nation.

The selection process for the 5-Star RIA Firms list involved a rigorous evaluation over several months, assessing various factors such as assets under management (AUM), growth in AUM, and robust client engagement. To be eligible, firms needed to manage at least $1 billion in AUM during 2024 and demonstrate sustained growth and successful relationships with their clients.

Among the 28 firms selected, Destiny Wealth Partners achieved an impressive 23% client growth rate in the previous year. This statistic not only highlights the effectiveness of their high-touch service but also demonstrates the successful implementation of strategic, results-driven practices.

Tom Ruggie, the Founder and CEO of Destiny Wealth Partners, stated: "Being named a 5-Star RIA is a testament to our team's dedicated focus on comprehensive and objective financial planning. Our strategies are designed with the sole purpose of helping clients achieve their long-term goals. Our independence is a key factor in our appeal to clients, enabling us to work solely in their best interests."

InvestmentNews highlighted that choosing an RIA firm like Destiny Wealth Partners allows clients to work with a team that genuinely prioritizes their interests—something Ruggie and his team passionately advocate.

"We are deeply honored to be recognized among the country’s top advisory firms. Our dedication to our clients and the principles of doing what is right have shaped our success. Through personalized and thoughtful guidance, we strive to empower our clients as they navigate their financial journeys," Ruggie added.

The success of Destiny Wealth Partners is reflective of broader trends within high-performing advisory firms, which exhibit strong accountability, unique service offerings, and integrated strategies for financial planning. Through a commitment to transparency and a client-first philosophy, Destiny maintains its focus on long-term wealth management and organic client growth.

Ruggie elaborated: "Our growth stems from the trust our clients place in us and the tangible results we deliver. This recognition is not just an award—it's a reflection of our unwavering commitment to fostering lasting relationships with our clients and guiding them through their financial landscapes with confidence."

The 5-Star RIA list sets a significant benchmark in the wealth management sector, honoring firms that excel in delivering exceptional client outcomes while maintaining strong growth and operational efficacy. For anyone seeking comprehensive wealth management services, Destiny Wealth Partners stands out not just for its accolades but for its dedication to achieving client success.

To explore the full range of services offered by Destiny Wealth Partners, visit their website at destinywealthpartners.com.

About Destiny Wealth Partners

Destiny Wealth Partners, LLC, is an independent investment advisor registered with the SEC, managing over $1.4 billion in assets. With a network of firms, including Destiny Family Office, Ruggie Wealth Management, and Nichols Wealth Partners, the company provides a full suite of wealth management services, including investment advisories, estate planning, and access to alternative investment opportunities. Founded by Thomas H. Ruggie, a respected figure in the financial industry, Destiny Wealth Partners has received accolades including recognition as one of America’s Top RIA Firms by Forbes/Shook Research and being named RIA Team of the Year by InvestmentNews.