Vita Planning Group Named to Newsweek’s 2026 America’s Top Financial Advisory Firms List
By Vita on March 4, 2026
[Mountain View, CA] — Vita Planning Group has been named to Newsweek’s 2026 America’s Top Financial Advisory Firms list, recognizing firms across the country based on publicly available data and independent research.
The ranking, developed by Plant-A Insights Group in partnership with Newsweek, evaluated more than 16,000 SEC-registered investment advisory firms using objective criteria, including asset growth, client growth, adviser expertise, breadth of services, and disciplinary record disclosures.
“We are honored to be included in this year’s list,” said Erik Hansen, President of Vita and co-founding Member of Vita Planning Group. “Our work is rooted in long-term relationships and a deep understanding of each client’s goals. This recognition reflects the thoughtful care and steady commitment our team brings to building lasting partnerships.”
The full list and methodology are available on Newsweek’s website here.
About Vita Planning Group
Vita Planning Group is a Registered Investment Advisor firm that specializes in employer-sponsored retirement plans and personal planning advisory. We provide our clients with consulting services, administrative support, ongoing education, plan design guidance, and investment oversight. Our goal is to help protect our clients as a fiduciary while navigating their participants to a meaningful retirement. At Vita Planning Group, our team operates with a fiduciary standard of care and always puts our clients’ needs first. Learn more about Vita Planning Group here.
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