3rd Year in a Row for this Prestigious Recognition

Destiny Wealth Partners has been named to the fourth annual Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research.
 
The ranking, published by Forbes on October 1, 2025, highlights the top 250 advisory firms that have “strong track records when it comes to stewarding client wealth and preserving it for the long term.”

Destiny Wealth Partners is an independent RIA based in Central Florida, which conducts business as Destiny Family Office, Ruggie Wealth Management, Destiny Wealth, and Nichols Wealth Partners. Founded by CEO Thomas Ruggie, ChFC®, CFP®, a 30+ year veteran of the financial industry, the firm has also been named a 2025 Five-Star RIA Firm by InvestmentNews, a 2025 Newsweek Top 250 Financial Advisor Firm,  and was named the 2024 InvestmentNews RIA Team of the Year.

Shook Research’s focus on how each client is actually treated by their independent advisor has led them to measure processes that are inherent in each client relationship, the team’s purpose and the underlying culture seen at all levels. They look closely at the leadership who is primarily responsible for shaping the client’s experience, and question, “Would we recommend this firm (or individual) to a friend or family member?

“Quality is always first; if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.”
 
The Forbes ranking, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
 
For the full list and more, 
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Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the names Destiny Family Office, Ruggie Wealth Management, Nichols Wealth Partners, and Destiny Wealth. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Destiny Wealth Partners or its firms are engaged, or continue to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Destiny Wealth Partners by any of its clients.

InvestmentNews requested initial submissions for entries based on category criteria. Applications could be submitted by an individual or team depending on the category or anyone could apply on their behalf. Finalists (awardees) were selected based on submissions and research performed by InvestmentNews. Awardees then submitted more detailed entries, which were judged by an independent panel of industry leaders, and winners were selected based on a simple points system. No fee was submitted for consideration. Additional disclosures and other important information at www.nicholswealth.com/disclosures.

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