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Benchmark Financial Named to Inaugural USA TODAY List of Nation's Best Financial Advisory Firms Thumbnail

Benchmark Financial Named to Inaugural USA TODAY List of Nation's Best Financial Advisory Firms


Boca Raton, Florida (May 16, 2023) – Benchmark Financial Wealth Advisors, LLC (Benchmark Financial), an Investment Advisory and Wealth Management Firm based in Boca Raton, is pleased to announce it has been named to the first-ever USA TODAY ranking of Best Financial Advisory Firms in the U.S.

USA TODAY developed the list in tandem with independent market research and data firm Statista. More than 32,000 Registered Investment Adviser (RIA) firms were considered by Statista, and the top list recognizes the top 500 firms that are most frequently recommended and best rated by the survey participants. In addition to survey results, Statista also included metrics in relation to assets under management in the final analysis.

“We are so excited to be recognized by USA Today on their inaugural list of the nation’s best financial advisors,” said Benchmark Founder & Managing Partner Roger Kalina.  “We have made it our goal to exceed client needs and support our employees, we see these things as the key to being a leading wealth management firm in today’s highly competitive market.”

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. No fee was paid for consideration of any ranking or award.

The full methodology for the Best Financial Advisory Firms 2023 list can be found here.