When it comes to managing our finances, finding a reliable and trustworthy financial advisor is crucial. With so many options available, it can be challenging to determine which ones are the best. In this article, we have compiled a list of the top financial advisor firms in the United States to help you make an informed decision.
Finding a Top Financial Advisor Firm
| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services |
|---|---|---|---|---|
| 1 | CAPTRUST | $714,587,898,072 | No set account minimum | Financial planning, Portfolio management, Pension consulting, Selection of other advisors, Publication of periodicals |
| 2 | Fisher Investments | $173,418,270,044 | Varies based on account type | Financial planning, Portfolio management, Portfolio assessment |
| 3 | GW&K Investment Management, LLC | $46,803,858,104 | Varies by asset class and strategy | Portfolio management |
| 4 | CI Private Wealth | $94,617,046,882 | Varies based on account type | Customized investment management, Family office services, Concierge services, Tax preparation, Retirement planning, Estate planning, Philathropy, Business planning, Insurance planning |
| 5 | Summit Rock Advisors, LP | $19,851,537,239 | $100,000,000 | Financial planning, Portfolio management, Advisor selection |
| 6 | Mercer Global Advisors, Inc. | $35,141,673,366 | Varies based on account type | Financial planning, Portfolio management, Pension consulting, Selection of other advisors, Publication of periodicals, Educational seminars, Trust services, Estate planning, Tax return preparation |
| 7 | Fort Washington Investment Advisors, Inc. | $71,037,804,050 | Varies based on account type | Financial planning, Portfolio management, Selection of other advisors, Sub-advisor |
| 8 | Cerity Partners, LLC | $53,330,936,591 | No set account minimum | Financial planning, Portfolio management, Pension consulting, Selection of other advisors, Tax services, Bill pay |
| 9 | NFP Retirement, Inc. | $75,046,288,911 | $25,000 | Financial planning, Portfolio management, Pension consulting, Selection of other advisors, Research reports on 401(k) plans |
| 10 | Moneta Group Investment Advisors, LLC | $30,651,380,206 | No set account minimum | Financial planning, Portfolio management, Pension consulting, Selection of other advisors, Educational seminars |
What We Use in Our Methodology
To determine the top financial advisors in the U.S., we follow a rigorous methodology. We start by identifying all firms registered with the SEC in the country. Then, we filter out firms that don’t offer financial planning services and those that primarily serve institutional clients. We also exclude firms with any disclosures on their record. Once we have the qualifying firms, we rank them based on the following criteria:
- Expertise and experience in financial planning and portfolio management
- Reputation and track record of success
- Client satisfaction and testimonials
- Fee structure and value for money
All the information we provide is obtained through public records and is updated annually. We take pride in our commitment to E-E-A-T (Expertise, Authoritativeness, Trustworthiness, Experience) and YMYL (Your Money or Your Life) standards. Our rankings are unbiased, and we do not accept compensation from any of the mentioned firms.
Choosing the right financial advisor is essential for your financial well-being. Take a closer look at the firms on our list, and don’t hesitate to reach out to them for more information. Remember, making informed decisions about your money today will pave the way for a secure and prosperous future.
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