Momentous Wealth Management Ranked #52 by USA TODAY!

We’re thrilled to share some exciting news: Momentous Wealth Management has been ranked #52 in USA TODAY's list of the 500 Best Financial Advisory Firms in the US!

USA TODAY partnered with market research firm Statista for the second straight year to rank the top 500 registered investment advisers (RIAs) in the US. Over 32,000 RIA firms across the country were assessed and only 500 made the cut! We’re number 52 on that list!

We also ranked #3 best financial advisory firm in Washington and #13 nationally in the category of assets under management (AUM) class size of up to $500 million.

And here’s the best part: these rankings are not solely based on assets; they also consider factors such as asset growth, fees, peer recommendations, and client satisfaction.

We couldn’t be prouder of this achievement, and none of it would be possible without you! So, thank you for trusting us with your financial journey. Your satisfaction and success are at the heart of everything we do, and we're honored to have your support.

Here's to many more milestones together!

Momentous Wealth Management


Erica Stupfel

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Behavioral Finance