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Calamos Wealth Management Recognized on Forbes' Top RIA Firms List

Calamos Wealth Management (CWM) has once again demonstrated its excellence in the financial advisory sector by securing a position on Forbes' Top 100 Registered Investment Advisors list for 2025. Holding this prestigious recognition for the second consecutive year highlights the firm’s commitment to delivering exceptional service and managing wealth effectively during diverse market conditions. Under the guidance of President and CEO, John Koudounis, CWM has shown remarkable growth with assets under management (AUM) soaring past $5 billion in 2025, a significant increase from the previous year’s $4 billion.

The recognition by Forbes and SHOOK Research reflects Calamos Wealth Management’s dedication to assisting high-net-worth clients in achieving their financial goals confidently. The inclusion of CWM in the esteemed list is a testament to their nearly 50-year legacy characterized by innovation and a customer-centric approach. John Koudounis expressed pride in the firm’s acknowledgment saying, "Our inclusion among America's Top 100 RIA firms stands as a powerful testament to our legacy of innovation, integrity, and client-first service.”

Continuous Growth and Commitment

Calamos Wealth Management’s growth is mirrored in the figures illustrating its AUM. It has successfully transitioned from $4 billion to $5 billion, showcasing client trust and the firm’s strategic direction under Koudounis's leadership. This accomplishment is recognized not only internally but also by clients who value the firm’s adept handling of complex market scenarios.

Joe Weidenbach, Head of Calamos Wealth Management, stated, "Earning this recognition two consecutive years validates the incredible work our teams are doing across the country." According to Weidenbach, this award resonates deeply with the team’s collective effort to prioritize client relationships while utilizing best practices in advisory services.

The Forbes list spotlights 250 leading advisory firms collectively managing over $1.9 trillion in assets. These firms are selected based on a blend of qualitative criteria executed by SHOOK Research, ensuring that the acknowledged firms not only possess robust compliance records but are also adept at sustainable growth and delivering value to their clients.

The Future of Wealth Management

CWM's mission accentuates its main focus on understanding and anticipating client needs, accompanying them every step of their financial journey. The firm's holistic approach enables them to craft tailored financial solutions for individuals, multi-generational families, family offices, private foundations, endowments, and institutional clients. With headquarters in the heart of the Chicago metropolitan area, Calamos has extended its reach through offices in New York, San Francisco, Milwaukee, Portland, and Miami. This wide-ranging presence capitalizes on local market expertise while offering global investment strategies.

Calamos Investments LLC, the firm behind CWM, specializes in delivering comprehensive financial engineering and asset management solutions to its clientele. Its strategic initiatives have consistently revolved around leveraging innovative investment approaches across varied asset classes, thus enabling customized financial planning.

As wealth management continues to evolve, Calamos Wealth Management remains steadfast in its commitment to enhancing the dignified progress of its clients, ensuring responsive and effective management of their wealth. Through generous advisory practices this firm aims to set new benchmarks in the industry and reflect continuously on what excellence can and should encompass, paving the way for future accolades and honors.