Quotient Wealth Partners Named Wealthtender 2025 Highly Rated Advisors - Multiple Advisors
Reflecting Our Commitment to Clients
Quotient Wealth Partners is proud to announce that Jonathan Blumenthal, Matt Davis, Jared Davis, James Warburton, and Matt Bennett have each been recognized with the "Voice of the Client - 2025 Wealthtender Highly Rated Advisor" award.
This recognition reflects our firm's continued commitment to delivering personalized guidance, building lasting client relationships, and helping individuals and families pursue their long-term financial goals with confidence.
We are grateful to every client who has placed their trust in our team and taken the time to share their experience. Your feedback is an important part of this recognition and reinforces the client-first philosophy that guides everything we do. We remain committed to providing thoughtful wealth management, retirement planning, and investment guidance designed to help clients pursue financial clarity and long-term success.
About the Research Process
The Wealthtender Highly Rated Advisor award is based on client feedback published on the Wealthtender platform. To qualify, advisors must achieve an average client review rating of 4.75 or higher on a 1–5 scale over a minimum number of eligible reviews published during the award evaluation period. Ratings for the 2025 award were based on eligible client reviews published on Wealthtender between June 1, 2025, and January 1, 2026.
Eligible reviews are limited to clients (as of the review submission date) that advisors and firms self-attest have no material conflicts of interest and received no compensation in exchange for their reviews. Quotient Wealth Partners pays Wealthtender for marketing services, including award eligibility; however, compensation does not influence the objective criteria used to determine award recipients. This award is not indicative of an investment adviser's future performance and may not be representative of any one client's experience. For additional information regarding the award methodology, please visit Wealthtender.
About Wealthtender
Wealthtender is an online platform that helps consumers find financial advisors and learn about wealth management firms through educational content and client reviews. The firm's Highly Rated Firm recognition is based on Wealthtender's published award criteria and eligible client reviews. For more information, please visit Wealthtender's website.
About Quotient Wealth Partners
Quotient Wealth Partners is an independent wealth management firm with over 150 years of combined experience, managing more than $4.5B in assets for over 2,000 clients nationwide.
This recognition is one measure of our work. But the relationships we build—and the goals we help our clients reach—remain the truest reflection of our commitment.
To view additional Quotient Wealth Partners awards and recognitions, read our disclosure page.
For more information, visit www.quotientwealth.com or contact us at news@quotientwealth.com.
Important Disclosure
Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client's experience, because the rating reflects an average of all, or a sample of all, of the experiences of the adviser's clients. Registration as an investment adviser does not imply a certain level of skill or training. Quotient Wealth Partners did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Quotient has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Quotient has not independently verified the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings, please see Important Disclosures.