Jeffrey DeHaan Earns Distinguished Recognition as a 2025 Top Advisor by InvestmentNews

Hoffman Estates, IL – Jeffrey DeHaan Earns Distinguished Recognition as a 2025 Top Advisor by InvestmentNews. 

In a year marked by significant challenges and changes in the wealth management landscape, Jeffrey DeHaan has been honored as one of the elite financial professionals recognized in the 2025 InvestmentNews Top Advisors special report. This accolade is a testament to Jeffrey’s steadfast commitment to superior client service and outstanding strategic insight. 

The InvestmentNews Top Advisors report highlights the industry’s leading advisors who have not only demonstrated remarkable growth in Assets Under Management (AUM) and in clients served but have also navigated their clients through turbulent times characterized by geopolitical uncertainty and fluctuating market conditions.  

The 2025 Top Advisors collectively oversee an astounding $77,154,581,827 in AUM, showcasing their ability to excel in a challenging environment. According to Dave Goodsell, executive director at the Natixis Center for Investor Insight, “Investment assumptions are being tested… clients are demanding more specialized services while holding high expectations for investment performance.”  

In DeHaan’s interview with InvestmentNews, he is quick to acknowledge the ambiguity of the past year and its impact on clients. He has made a concerted effort to support clients and help them block out the noise of political and social upheaval. He explains, “There’s a lot on people’s plates to digest. We’ve been feeling that with our client base of just having to do a little bit more hand-holding, even though things are going really well from a market perspective.” 

He continues, “A lot of our clients are experiencing record years for their businesses and yet there’s still this overshadowing feel of negativity. It’s easy to miss those good things if you’re so focused on the bad things, but we’re there to tell them, ‘Here’s where we are, here’s what that means you need to get to, and here’s how we’re going to get there.’” 

Jeffrey attributes this recognition not only to his individual efforts but also to the strength of his dedicated team. He emphasizes that the real differentiator lies in great client communication and understanding the emotional aspects of wealth management. 

This recognition as a 2025 Top Advisor is a significant milestone in Jeffrey DeHaan’s career, underscoring his dedication to excellence in the wealth management industry and his focus on achieving the best outcomes for his clients. 

About Jeffrey DeHaan: 

Jeffrey DeHaan, CFP® is the Managing Partner of the Private Wealth Management practice at Clearwater Capital Partners. Jeff is also a voting member of the firm’s Investment Policy Committee where his insights and perspectives help shape Clearwater Capital’s investment strategies. As Clearwater Capital’s longest-tenured employee, Jeff works primarily with a select group of successful business owners and professionals, along with their families, to achieve their unique visions of their financial futures. Focusing on the interdependence between portfolio management, retirement planning, gift planning, estate planning, and risk management, Jeff endeavors to give his clients a clear path to their goals and a solid framework for decision-making. 

Additionally, Jeff serves on the firm’s Board of Directors, Operating Committee, and as the firm’s Chief Compliance Officer where he works to develop firm-wide policies to safeguard client assets and information while meeting regulatory requirements. In 2021, Jeff was recognized as a 40 Under 40 Honoree by Investment News, reflecting his achievements in the wealth management industry.

Learn more about Jeff here. 

About InvestmentNews Top Advisors 2025 Recognition: 

To compile the second annual Top Advisors list, InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted.  
 
The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The InvestmentNews team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list. 

About Clearwater Capital Partners: 

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/ 

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