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Basepoint Wealth Named to USA TODAY Best Financial Advisory Firms 2024 List

We are excited to announce we have been recognized as one of the Best Financial Advisory Firms 2024. The list by Statista for USA TODAY resulted from the evaluation of over 32,000 RIA's to develop a list of the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers.

Basepoint Wealth, LLC, a leading fee-only registered investment advisor (RIA), is proud to announce its inclusion in the prestigious USA Today list of the Best Financial Advisory Firms in the United States for 2024.

Basepoint Wealth’s Chief Investment Officer and Founding Partner, W. Allen Wallace states, “We are humbled to be recognized on this list. Our inclusion illustrates our commitment to providing a client experience that is unique, useful, and understandable. It is because of the trust that clients place in us that we stand out in an industry of thousands of investment advisors. We would like to extend our heartfelt appreciation to the many families who allow us to help them on their journey to reach their goals.”

Now in its second year, USA TODAY and Statista have unveiled their selection of the "Best Financial Advisory Firms 2024" across the nation. With approximately 32,600 registered investment advisors (RIA) firms managing a staggering $115 trillion in client assets by the end of 2022, the financial advisory landscape continues to evolve. USA Today emphasizes the growing importance of partnering with a trusted registered investment advisor (RIA) who provides strategic, fee-only advice without conflicts of interest. At Basepoint Wealth, we remain steadfast in our fiduciary commitment to prioritize our client's best interests in all our advice and investment management solutions.

Statista, in collaboration with USA Today, evaluated over 30,000 RIA firms based on their Assets Under Management (AUM) growth and recommendations by financial advisors, clients, and industry experts. From this rigorous assessment, only the top 500 RIAs were honored on the final list. It's noteworthy that Basepoint Wealth did not compensate for its inclusion in the USA Today rankings, underscoring our dedication to merit-based recognition.

For more details on Statista’s methodology, click here. Read the full USA Today article here.

About Basepoint Wealth

Established in Cedar Rapids, Iowa in 2017, Basepoint Wealth was founded by wealth advisors boasting over 150 years of collective industry experience. Our founding principle was to revolutionize wealth management by prioritizing a client-centric approach and eliminating unnecessary barriers between clients and their financial success.

At Basepoint Wealth, we offer a comprehensive suite of financial services, including financial planning, investment management, tax planning and preparation, risk management, estate planning, business owner planning, and retirement plan solutions, all delivered with a fiduciary standard of care and a collaborative team approach.

With $730 million in assets under management, we proudly serve clients across four locations and have expanded to include Basepoint Tax & Accounting for holistic tax and accounting solutions.


Basepoint Wealth, LLC is a registered investment adviser. The information provided is for educational purposes only and does not constitute an offer or solicitation for specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed unless otherwise stated. It's recommended to consult with a qualified financial adviser and/or tax professional before implementing any discussed strategy. Past performance is not indicative of future results.

For important disclosures and more about our services, please visit


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