Banyan Wealth announced today that managing partner, chief investment officer and wealth advisor Nicholas Sergio, AIF®, CPFA®, has been recognized with two significant industry honors. Sergio, who founded Banyan Wealth in 2001, was named to AdvisorHub’s 250 Advisors to Watch Under $1B list and appointed to Raymond James’ newly established Independent Contractor Division Leadership Advisory Board.
Together, these acknowledgments highlight the trust clients place in Banyan Wealth and the firm’s broader role in shaping the future of financial advising. The AdvisorHub recognition reflects the consistency and quality of service that Banyan Wealth clients experience every day, while the Leadership Advisory Board appointment demonstrates the value of bringing that same perspective to the national stage.
The 2025 AdvisorHub 250 Advisors to Watch under $1B ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. Out of 1,972 total nominations received, only 250 advisors earned the distinction. Raymond James and Banyan Wealth do not pay a fee in exchange for the ranking.
“I’m grateful to be included on AdvisorHub’s list this year,” Sergio 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.”
Separately, Sergio was appointed to Raymond James’ inaugural Independent Contractor Division Leadership Advisory Board. The national group of 11 advisors, all independent business owners, was selected by Raymond James senior management to collaborate directly with executive leadership. The board meets quarterly to provide feedback on firm strategy, representing the perspectives of thousands of advisors in the Independent Contractor Division.
“Being invited to serve on the Leadership Advisory Board is both a privilege and a responsibility,” Sergio said. “It’s rewarding to collaborate with peers from across the country and contribute to decisions that will shape the future of independent advisors with Raymond James. After nearly 25 years with the firm, it’s meaningful to give back, while continuing to put our clients’ ‘why’—their purpose, their families, their future—at the center of everything we do.”
For more than three decades, Sergio has guided clients through major market shifts and global events. Banyan Wealth’s WHY Wealth Building Process™ helps clients navigate complexity, create clarity, and find inspiration in their values while navigating life’s financial journey.
Additional information about Banyan Wealth and the WHY Wealth Building Process™ is available at banyanwealth.com.
“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