OneSeven: A 5-Star Leader in Top Financial Advisory Firms 2026

At JTM Williams Capital Management, our mission has always been to provide clients with clarity, confidence, and a long-term strategy for building sustainable wealth. Our mission is strengthened by the partnerships we choose and today, we are proud to celebrate a major milestone for OneSeven, who has been named to Newsweek’s America’s Top Financial Advisory Firms 2026, earning a 5-star rating across Advisor Support, Growth, and Performance.

OneSeven’s recognition reinforces something we experience every day: being part of OneSeven gives us the resources, infrastructure, and strategic guidance to deliver an elevated client experience while growing our own practice with purpose.

 Top Financial Advisory Firms 2026: A Year of Growth and Momentum

In 2025, OneSeven expanded its assets under management from $5 billion to $8.5 billion, reflecting both strong market performance and a surge in advisor growth. More than 70 new advisors and staff joined the firm this year alone, an impressive accomplishment that highlights OneSeven’s ability to scale without sacrificing their personalized, advisor-first culture.

OneSeven’s momentum translates into increased collaboration, shared expertise, and the strength of a forward-thinking network designed to support independent advisory firms like JTM.

Why This Matters for Our Clients

Being part of The Top Financial Advisory Firms 2026 is more than a headline; it directly impacts the service and value we provide.

OneSeven equips its advisors with:

• Streamlined back-office operations

• Compliance management

• Industry-leading financial planning tools

• Marketing and lead-generation support

• Tailored business strategy guidance

• Professional development, coaching, and mentorship

The infrastructure provided by collaborating with OneSeven allows us at JTM to stay focused on what matters most: delivering personalized guidance, building long-term plans, and showing up for our clients with clarity and intention.

The better supported we are as advisors, the better we can support you.

A Values-Driven Ecosystem Aligned With Our Philosophy

OneSeven’s recognition of Top Financial Advisory Firms 2026 also highlights the strength of its partnership with Merchant, a strategic collaborator that connects advisors to a nationwide ecosystem of:

• 100+ leading firms

• 4,000+ advisors and staff

• A wealth of shared capital, resources, and operational expertise

For JTM, this ecosystem enhances our ability to evolve, scale, and continue offering innovative wealth strategies backed by a large, trusted, and reputable network.

Our Commitment to Excellence

The Newsweek ranking, Top Financial Advisory Firms 2026, was created in partnership with Plant-A Insights Group, evaluated more than 16,000 SEC-registered advisory firms nationwide. Firms were measured on:

• Asset performance

• Client retention

• Advisor expertise

• Breadth of services

• Transparency around conflicts of interest

To be recognized at the top of such a rigorous list speaks volumes about OneSeven’s leadership, a leadership we are proud to stand behind and contribute to.

Look Ahead in 2026

As OneSeven celebrates Top Financial Advisory Firms 2026, JTM remains dedicated to carrying that standard forward. Our clients deserve a firm that is always evolving, always improving, and always prioritizing long-term outcomes over short-term noise.

Backed by OneSeven’s resources and aligned with its values-driven approach, we look forward to another year of growth, innovation, and meaningful client impact. From retirement planning and investment management to tax strategies, estate planning, and risk management, we work closely with clients to create actionable plans that build and preserve wealth across generations.

If you are ready to take control of your financial future, schedule a consultation with JTM today. Let us show you how our advisor-focused approach and access to OneSeven’s 5-star resources can help you achieve clarity, confidence, and lasting results.