Donaldson Capital Management (DCM), an independent registered investment advisory firm managing over $3.5 billion in assets, has once again earned a spot on Forbes’ list of America’s Top 250 RIA Firms for 2025. The recognition highlights DCM’s longstanding commitment to helping clients achieve financial confidence through thoughtful guidance and disciplined investing.

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“We’re deeply honored to be recognized by Forbes as one of the nation’s top advisory firms,” said Sarah Moore, CFP®, President & CEO of Donaldson Capital Management. “For 30 years, our mission has been to help our clients live the most unburdened and fulfilling lives possible. This recognition reflects their trust in us and the dedication of our team, who show up every day to serve with care and integrity.”

The Forbes list, released on October 1, 2025, evaluated more than 50,063 registered advisory firms nationwide. Selection was conducted by SHOOK Research, based on a methodology that includes qualitative and quantitative factors such as client retention, industry experience, and best practices. No fees were paid to Forbes or SHOOK Research for inclusion, though firms may license the Forbes Top RIA logo for marketing purposes. Full methodology is available at https://www.forbes.com/lists/top-ria-firms/.

About Donaldson Capital Management

Founded 30 years ago, Donaldson Capital Management specializes in crafting exclusive investment strategies and delivering personalized financial planning for individuals, families, non-profits, and retirement plans. With more than 300 years of combined advisory experience, DCM’s team is committed to helping clients build dependable, growing income and achieve long-term financial confidence.

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“For 30 years, our mission has been to help our clients live the most unburdened and fulfilling lives possible.”