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Tony Reilly Joins Elite Rank of 2025 Barron’s Top 1200 Financial Advisors

Updated: Oct 23

DUBLIN, OH - March 25, 2025 - Ascend Advisory is proud to announce that Tony Reilly, CEO, has been recognized on the select ranking of 2025 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

Tony Reilly, CEO, Ascend Advisory pictured in the conference room looking towards North Market Bridge Park.
Tony Reilly, CEO, Ascend Advisory pictured in the conference room looking towards North Market Bridge Park.

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 practice with clients in 44 states and $2.2B assets under management (as of 5/31/25), 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 humility 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 is proud to be recognized on the Forbes 2025 Best-In-State Wealth Management Teams for the State of Ohio along with the previous years of 2024-2023. Tony Reilly, CEO along with other advisors have been recognized on Forbes Best-In-Wealth Advisors among other accolades.

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Media: Samantha Mooney, Marketing Director, Main: 614-784-6000, Samantha.mooney@wfafinet.com

 

2025-2023, Forbes Best-In-State Wealth Management Teams; Awarded January 2025-2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24, 3/31/22 - 3/31/23, 3/31/21 – 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures.

2025-2021 Forbes Best-In-State Wealth Advisors – Tony Reilly, CEO; 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures.

2025 Barron's Top 1,200 Financial Advisors - Tony Reilly, CEO: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). View Award Disclosures.

2009 Barron’s Top 100 Financial Advisors - Tony Reilly, CEO: Awarded April 2009; Data Compiled by Barron's based on the time period from Jan. 2008 - Dec. 2008 (Source: Barrons.com). View Award Disclosures.

2025-2019 Forbes Best-In-State Wealth Advisors – David Thompson, Financial Advisor; 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures.

2025-2021 Forbes Top Next-Gen Wealth Advisors Best-In-State – David Thompson, Financial Advisor: Awarded August 2025, 2024, 2023, 2022, September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25, 3/31/23– 3/31/24, 3/31/22 – 3/31/22, 3/31/20 - 3/31/21(Source: Forbes.com).  View Award Disclosures.

2023 Forbes Best-In-State Wealth Advisors​ – Mike Aljancic, Financial Advisor; 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). View Award Disclosures.


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