At Banyan Wealth, recognition is never the goal, yet it serves as a reminder of the trust our clients place in us and the commitment we bring to them. This year, that commitment has earned Banyan Wealth’s Nicholas Sergio, AIF®, CPFA®, a spot on AdvisorHub’s 2025 list of 250 Advisors to Watch Under $1B.
The ranking recognizes advisors from national, regional, and independent firms, with particular weight placed on quality of practice, year-over-year growth, and professionalism. Out of nearly 2,000 nominations nationwide, only 250 advisors earned this distinction.
While the award highlights individuals, we view it as a reflection of the confidence clients show in working with us and the dedication of our team in supporting them through each stage of their financial journey.
“I’m grateful to be included on AdvisorHub’s list this year,” Nick said. “The honor reflects not only the dedication of our team, but also the families and business owners who entrust their financial goals to us. Their confidence inspires us to stay disciplined through market volatility and focused on what matters most in their lives.”
For more than two decades, Banyan Wealth has guided clients through periods of both growth and uncertainty. In every economic environment, our mission has been the same: to navigate complexity, create clarity, and help families and business owners stay aligned with their long-term goals. That consistency allows our clients to focus on what truly matters — their families, their health, and their purpose — over the noise of day-to-day markets.
The recognition also validates the foundation of our WHY Wealth Building Process™, which begins with identifying each client’s “why.” Whether that purpose is building a legacy, planning for retirement, or creating opportunities for the next generation, it shapes every strategy we develop. Awards may draw attention to outcomes, but it’s the alignment of financial planning with a client’s deeper values that defines true success.
We are grateful to AdvisorHub for the acknowledgment, and above all, we are grateful to our clients for the trust they continue to place in us. We accept this recognition with humility and look forward to continuing to help turn financial goals into lasting peace of mind. Learn more about our team and unique WHY Wealth Building Process™.
“2025 AdvisorHub 250 Advisors to Watch under $1b, is based on the period from 12/31/2023 – 12/31/2024 and was released on 6/20/2025. 1,972 nominations were received, and 250 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/45jwlKC