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Tony Reilly Joins Elite Rank of Barron’s Top 1200 Financial Advisors
- Ascend Advisory Group
- Mar 10
- 2 min read
Updated: Apr 7
DUBLIN, OH – March 25, 2025 – Ascend Advisory is proud to announce that Tony Reilly, CEO, has been recognized on the select ranking of Barron’s Top 1200 Financial Advisors.*
Reilly commented on the practice’s recent success with, "as a financial advisor, it's not about fleeting moments or short-term gains like this—it's about building lifelong relationships and focusing on long-term success. Achieving $2.2 billion in assets under management is not just a milestone, but a reflection of the trust and commitment we've earned over the years (as of 12/11/24).”
2025 Barron's Top 1,200 Financial Advisors
Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
“Being named to Barron's Top 1200 Financial Advisors list is truly an honor, as I believe it recognizes the enduring impact of focusing on what truly matters: the financial well-being of our clients for years to come,” Reilly shared.
The rankings are based on data provided by over 7,000 of the nation's advisors.
Factors included in the rankings:
assets under management,
revenue produced for the firm,
regulatory record,
quality of practice,
and philanthropic work.
Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. Every advisor will have his or her own approach to investment planning and other services.
About Ascend Advisory Group
Ascend Advisory Group (Ascend), headquartered in Dublin, Ohio is a leading financial advisory with clients in 44 states and $2.2B assets under management (as of 12/11/24), starting with $27M in 2001.
Ascend was built upon the belief that planning should be about stewardship. The company is rooted in service, with a commitment to humbleness and honesty. While the company has grown tremendously, the culture remains steadfast and true to the mission of helping clients ask the right questions and understand the nuances of their options. Ascend works to help ensure the mission for each client’s dollar is achieved.
Ascend has been recognized on Forbes 2025 Best-In-State Wealth Management Teams.**
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Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, smooney@ascendadvisory.com.
*2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com) View Award Disclosures.
**2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
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