Banyan Wealth's Nicholas Sergio Ranked #54 Nationwide on AdvisorHub's 2026 Advisors to Watch Under $1 Billion List

RED BANK, N.J., Sept. 15, 2026 /PRNewswire/ -- At Banyan Wealth, recognition is never the goal, yet it serves as a meaningful reflection of the trust our clients place in us and the commitment we bring to helping them achieve financial success. We are proud to announce that Banyan Wealth's Nicholas Sergio, AIF®, CPFA®, has been named to AdvisorHub's 2026 Advisors to Watch Under $1 Billion list, earning the distinction of being ranked #54 nationwide.

The annual AdvisorHub Advisors to Watch ranking recognizes top financial advisors from national, regional, and independent wealth management firms across the country. Advisors are evaluated based on factors including the quality of their practice, year-over-year business growth, professionalism, and commitment to serving clients. Out of nearly 2,000 nominations submitted nationwide, only 250 advisors were selected for inclusion on this prestigious list.

For Banyan Wealth, this recognition represents more than an individual achievement. It reflects the confidence our clients place in our financial planning and wealth management services, as well as the dedication of our team to helping families, retirees, executives, and business owners navigate important financial decisions with clarity and confidence.

"I'm honored to be recognized by AdvisorHub and grateful to be ranked among the nation's leading financial advisors," Nick said. "This achievement is a testament to the hard work of our team and, most importantly, the families and business owners who trust us with their financial futures. Their confidence motivates us to remain disciplined through market volatility and focused on helping them pursue their long-term financial goals."

For more than two decades, Banyan Wealth has provided comprehensive wealth management, retirement planning, investment management, and financial planning services to individuals, families, and business owners. Through changing market conditions and economic cycles, our mission has remained the same: to simplify financial complexity, provide objective guidance, and help clients make informed decisions that support their long-term goals.

Our approach is built on the belief that financial success is about more than investment performance alone. It is about creating a strategy that aligns with what matters most in a client's life. That philosophy forms the foundation of our proprietary WHY Wealth Building Process™, which begins by identifying each client's unique purpose and priorities. Whether the goal is retirement readiness, legacy planning, business succession, wealth preservation, or creating opportunities for future generations, every recommendation is designed around that deeper vision.

While awards and industry recognition highlight professional achievement, true success is measured by the impact we have on the lives of our clients. Helping families gain financial confidence, prepare for retirement, build lasting wealth, and achieve peace of mind remains the driving force behind everything we do.

We are grateful to AdvisorHub for this recognition and deeply appreciative of the trust our clients continue to place in Banyan Wealth. We accept this honor with humility and look forward to continuing to help individuals, families, and business owners turn their financial goals into lasting financial confidence and peace of mind.

Learn more about Banyan Wealth, our team, and our unique WHY Wealth Building Process™ at https://banyanwealth.com/about-us/our-approach/

2026 AdvisorHub 1,000 Advisors to Watch is based on the period from 12/31/2024 – 12/31/2025 and was released on 6/16/2026. 2,172 nominations were received, and 1,000 advisors won across five categories. 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/4ba0rlE

Media Contact:
Trish Collins
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732-747-8540

SOURCE Banyan Wealth | Raymond James Red Bank