Armbruster Capital Management Named a 5-Star Wealth Management Team for 2025
05/14/2025
05/14/2025
InvestmentNews recently recognized Armbruster Capital Management as one of its 5-Star Wealth Management Teams for 2025 in a new report that honors U.S. firms that excel in client service, financial stewardship, and industry leadership.
“We take great pride in the trust and confidence our clients place in us and are grateful for this recognition,” said the firm’s founder and CEO, Mark Armbruster.
This year’s inaugural award recognizes 100 standout advisory firms demonstrating exceptional client growth, retention, and service. Armbruster Capital is one of only a handful of firms based in Upstate and Western New York to receive this achievement.
Qualifying Process
Teams consisting of four or more advisors, nominated by investors across the country, were accessed based on multiple factors, including their meaningful contributions to client outcomes, demonstrated understanding of client needs, measurable impact over a 12-month period, and overall performance based on assets under management (AUM) and team effectiveness.
Over the past year, Armbruster Capital experienced significant growth, including a 30% increase in team members and a substantial rise in managed assets, from $742 million to $900 million. A significant contributor to this growth is the success of the firm’s sub-advisory services, which involve managing assets on an outsourced basis for other financial services firms. The firm’s services include individual wealth management, institutional investments, and business 401(k), and 403(b) retirement plans.
InvestmentNews compiled the 5-Star Wealth Management Teams ranking using data from the past 12- months to determine the rankings. The publication’s May issue now features a full report, available both in print and online. For more information about the recognition, visit InvestmentNews’ official announcement.
And for more information on Armbruster Capital’s investment management philosophy and approach, contact us via our website, call (585) 381-4180, or email info@armbrustercapital.com.
Disclosure: The winners of this award were featured in the 05/12/25 InvestmentNews issue, and data used was from a 12-month period. Armbruster Capital did not pay to participate in the 5-Star Wealth Management Teams ranking. No compensation has been provided, directly or indirectly, by the adviser in connection with obtaining or using the third-party rating. For more information on the selection criteria, visit the above link.