FOR IMMEDIATE RELEASE
Fairfield, Connecticut – May 2, 2025 – Moneco Advisors is honored to announce its inclusion on the USA Today list of Best Financial Advisory Firms for 2025, a prestigious national ranking compiled in collaboration with Statista Inc.
“We are deeply appreciative to be recognized by USA Today as one of the Best Financial Advisory Firms for 2025,” said Charlie Rocco, Managing Partner & CEO. This honor reinforces our unwavering commitment to putting clients first. It’s also a reflection of the tireless work our team does every day to build a culture of care and trust to help the families, individuals, and businesses we serve.”
USA Today’s ranking identifies top-performing financial advisory firms across the United States based on peer and client recommendations, as well as measurable firm performance. The full
methodology for this ranking is available here.
To learn more about Moneco, please visit monecoadvisors.com.
ABOUT THE FIRM:
Established in 1980, Moneco is a partner- and advisor-owned, multigenerational wealth management firm providing integrated financial planning, tax consulting, and investment management services serving clients nationwide, with offices across Connecticut, in the Berkshires, and the NYC metro. They serve individuals, families, and business owners with customized strategies, prioritizing clients’ interests. Ranked among Forbes’ Top 250 RIAs 2025, Newsweek’s Top Financial Advisory Firms 2024, Inc5000’s Fastest-Growing Private Companies 2024, and Investment News Best Places to Work, 2023 – 2025, Moneco asks the deeper questions to offer clients guidance and support while helping them pursue their financial goals. The firm specializes in financial planning solutions that evolve with their clients’ needs, through all stages of their lives.