Disclosures relating to Ratings and References

Google reviews

Google reviews are as seen on Google, and not edited in any way. On our homepage, we display the latest ten reviews. These are updated once a month.

Disclosure: GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are unaware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser. Some existing clients may be members of employees’ extended families; they have not been paid to provide a testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training.

Client satisfaction score is based on Client Surveys sent to the current customers in May of 2024. Out of a total of 351 client households, we received 215 individual client responses, of which 98.1% responded that they are satisfied with their experience at GIA.

Workleap

Workleap’s Spring 2024 “Employee Experience Leaders”

GIA uses an external company (WorkLeap) to conduct regular anonymous surveys among our employees, using WorkLeap’s OfficeVibe product.

WorkLeap currently claims to have almost 3,000 clients (companies) worldwide using OfficeVibe. Starting in May 2024, WorkLeap published 3 lists of 20 companies each, representing companies with the highest overall employee engagement score for 3 categories of company size: 0-99, 100-999, and 1000+ employees.

GIA is proud to be recognized by WorkLeap as one of the Top 20 companies in the 0-99 employee category, in their announcement on June 18, 2024.

More information can be found here:
https://workleap.com/blog/ex-leaders-spring-2024/
https://workleap.com/officevibe/

USA Today

USA Today’s Best Financial Advisory Firms 2025

We are honored to share that Goodwin Investment Advisory has been named one of USA Today’s Best Financial Advisory Firms in 2025, ranking in the top 1.5% of more than 30,000 RIA firms reviewed nationwide. This national recognition reflects both our commitment to exceptional client service and our firm’s consistent growth.

USA Today’s Best Financial Advisory Firms 2025 ranking was developed in collaboration with Statista, an independent research firm. The ranking was determined through a weighted scoring system based on:

• Growth of Assets Under Management (80% of score)
  Measured over both long-term (5 years from 2020–2025) and short-term (12 months from Jan 2024–Jan 2025), using publicly available data. Long-term growth is the dominant part of this scoring. (70/30 for long-term vs short-term)
• Recommendations from clients and peers (20% of score)
  Gathered via an independent survey of over 30,000 clients, industry experts, and financial advisors. Self-recommendations were not permitted.

No fees were paid by Goodwin Investment Advisory for consideration in this ranking or for sharing this ranking here. The description of the ranking method is based on publicly available information.

More information can be found here: https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

Fidelity

Fidelity’s Fastest Growing Independent RIAs

From 2023 to 2024, Goodwin Investment Advisory was in the top 15% of fastest-growing independent Registered Investment Advisory firms that custody at Fidelity Investments.

The Fidelity ranking is based on growth of Assets under Management (AUM), and GIA is in the group of RIAs with AUM between $250M – $500M.