Firm named among industry's fastest-growing and top-performing RIAs in the country, bringing Midwestern culture and values to a national stage
CX Institutional, LLC d/b/aCredent Wealth Management (Credent), a fee-only RIA headquartered inIndiana, has been recognized across multiple prestigious industry lists in 2025, underscoring its position as a destination firm for clients and advisors alike.
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This year, Credent was recognized across multiple prestigious lists, including:
— Financial Advisor Magazine's Top 50 Fastest Growing Firms: Recognizes firms that have achieved significant growth in assets under management and client base, highlighting their ability to scale effectively and efficiently.
— InvestmentNews5-Star RIA Firms: Honors firms that demonstrate excellence in key performance indicators such as asset growth, client retention, and overall firm performance, identifying them as leaders in the RIA industry.
— ThinkAdvisor2025 Luminaries Awards Finalists: Recognizes top individuals and firms making outstanding contributions to the industry. This year, Credent's Chief Investment Officer, Edison Byzyka, was named a finalist for Chief Investment Officer of the Year, and CEO David Hefty was named a finalist forM&A Leader of the Year. Winners will be announced at the 2025 Luminaries Awards ceremony in New York on December 4.
— Forbes America's Top RIA Firms: Highlights top-performing independent advisory firms based on criteria including assets under management, revenue growth, and client satisfaction, showcasing firms that excel in delivering comprehensive wealth management services.
— AdvisorHub's250 RIAs to Watch: Spotlights emerging leaders and innovative firms in the RIA space, recognizing their potential to shape the future of wealth management through strategic growth and client-centric approaches.
“These recognitions reinforce what we've always believed-that an RIA firm can stay true to its values and roots while delivering top-tier service across the country,” said David Hefty, CEO of Credent Wealth Management. “We've built Credent to be a forever firm, one that serves clients across generations and creates an enduring home for advisors who share our client first mission. Being consistently recognized among the nation's top firms reflects both our growth and the strength of that vision.”
With headquarters in Auburn, Ind., and offices nationwide, Credent Wealth Management continues to expand, most recently with the addition of TFG Advisors in Michigan, while maintaining a focus on long-term client outcomes and advisor success.
Firms interested in exploring partnership opportunities with Credent or learning about the award-winning benefits of joining its growing network can visitJoinCredentWealth.com.
About Credent Wealth ManagementCX Institutional, LLC d/b/a Credent Wealth Management is a Registered Investment Advisor (RIA) headquartered in Indiana withover $4 billion in assets under management, offering a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their own succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. For more information, visit CredentWealth.com.
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SOURCE Credent Wealth Management
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