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Investing involves risk and no situation is the same. This is in no way intended
as a personal recommendation and investment decisions are solely those of the
reader.

Get Smart with Your Assets

Terms of Use  |  Privacy Policy  |   About Us  |  Form ADV Part2A


© 2021 SmartAsset



SmartAsset Advisors, LLC (“SmartAsset”), a wholly owned subsidiary of Financial
Insight Technology, is registered with the U.S. Securities and Exchange
Commission as an investment adviser. SmartAsset’s services are limited to
referring users to third party registered investment advisers and/or investment
adviser representatives (“RIA/IARs”) that have elected to participate in our
matching platform based on information gathered from users through our online
questionnaire. SmartAsset does not review the ongoing performance of any
RIA/IAR, participate in the management of any user’s account by an RIA/IAR or
provide advice regarding specific investments.

We do not manage client funds or hold custody of assets, we help users connect
with relevant financial advisors.





Sources:
1. Northwestern Mutual study
2. Value of a Gamma-Efficient Portfolio (2017), Morningstar Investment
Management.
3. The Return on Advice (2016), Envestnet, Capital Sigma.
4. Value of a Financial Advisor Study (2017), Russell Investments.
5. Advisor Value (2014), Voya Retirement Research Institute.
6. Journal of Retirement Study
7. Vanguard (2019), Putting a Value on Your Value








Our above list may have kickstarted your financial journey, but you can take it
to the next level using SmartAsset’s free financial advisor matching tool. While
the methodology is different and you may not be matched with one of the firms
mentioned above, our exclusive tool will match you with qualified fiduciary
advisors, obligated to work in your best financial interest. 

By clicking your state below and completing our questionnaire, we'll match you
with up to 3 local fiduciary financial advisors. From there, you can compare
their personalities and investment strategies to decide which advisor will most
help you achieve your financial goals.

Legally Committed to Your Financial Success

SmartAsset has matched thousands of people with financial advisors. Advisors are
rigorously screened through our proprietary due diligence process. We only match
with fiduciaries, so all of your financial advisor matches are legally committed
to acting in your best interest.

The SmartAsset Guarantee

SmartAsset's advisor matching service is at no cost to you and there is no
obligation to work with any of your advisors matches. You're in control. We are
paid by our large network of fiduciary advisors to connect them with potential
clients that may be a good fit.

The criteria for the matching tool differs from the methodology for the list
above and you may not be matched with the advisor firms mentioned in this
article.


TO GET MATCHED WITH AN INDIVIDUAL ADVISOR, CLICK THE BUTTON BELOW TO BE
CONNECTED WITH OUR MATCHING TOOL. 

Get Started


FINDING THE BEST FINANCIAL ADVISOR IN THE UNITED STATES MEANS CHOOSING BETWEEN
THOUSANDS OF OPTIONS. WHETHER YOU'RE LOOKING FOR HELP WITH RETIREMENT, WEALTH
MANAGEMENT OR TAX PLANNING, THE U.S. IS HOME TO THOUSANDS OF ADVISORS THAT CAN
MEET YOUR SPECIFIC NEEDS. BASED ON THE METHODOLOGY OUTLINED BELOW, SMARTASSET
IDENTIFIED THESE FINANCIAL ADVISOR FIRMS AS AMONG THE TOP 5 FINANCIAL ADVISOR
FIRMS IN THE U.S.



I N   T H E   P R E S S:


FIND A QUALIFIED FINANCIAL ADVISOR NEAR YOU

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AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE
NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC


Click Your State to Get Matched With Financial Advisors Near You

After you choose your state and answer a few questions about your financial
situation you can compare up to three advisors local to you, and decide which to
work with.

Helping people make smart financial decisions




WHY WORK WITH AN ADVISOR?

It’s more important now than ever to review your retirement plan with
an unbiased, fiduciary financial advisor. Here’s why: The pandemic has shown us
just how quickly decades of planning, investing and saving can be completely
upended. This could mean your current financial plan might leave you without
enough money to last your retirement.

Additionally, emotionally-charged decisions to sell off large quantities of
stocks or other investments now lock in your losses, removing any chance for
future growth. Research suggests people who work with a financial advisor feel
more at ease about their finances and could end up with about 15% more money to
spend in retirement.6

Consider this example: A recent Vanguard study found that, on average, a $500K
investment would grow to over $3.4 million under the care of an advisor over 25
years, whereas the expected value from self-management would be $1.69 million,
or 50% less. In other words, an advisor-managed portfolio would average 8%
annualized growth over a 25-year period, compared to 5% from a self-managed
portfolio.7 

A 2020 Northwestern Mutual study found that 71% of U.S. adults admit their
financial planning needs improvement. However, only 29% of Americans work with a
financial advisor.

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of
advisor managed portfolio over 25 years. Source: Vanguard Research







FINANCIAL ADVISOR


$159,611,530,686




ASSETS MANAGED


1


ASSETS MANAGED


2


$450,010,401,287




ASSETS MANAGED


1


3


$24,624,055,260




ASSETS MANAGED


4


$41,037,701,000




ASSETS MANAGED


RANK


5


$19,597,393,520




ASSETS MANAGED


TOP 5

Financial Advisor Firms 


IN THE UNITED STATES


IN THE PRESS:









METHODOLOGY

To find the top financial advisors in the U.S., we first identified all firms
registered with the SEC in the country. Next, we filtered out firms that don't
offer financial planning services, those that don't primarily serve individual
clients, and those that have disclosures on their record. The qualifying firms
were then ranked according to the following criteria:

 * AUM: Firms with more total assets under management are ranked higher.
 * Individual Client Count: Firms that serve more individual clients (as opposed
   to institutional clients) are ranked higher.
 * Clients Per Advisor: Firms with a lower ratio of clients per financial
   advisor are ranked higher.
 * Years In Business: Firms that have been in business longer are ranked higher.
 * Fee Structure: Firms with a fee-only (as opposed to fee-based) compensation
   structure are ranked higher.

All information is accurate as of the writing of this article. This list may
include firms that have a business relationship with SmartAsset, in which
SmartAsset is compensated for lead referrals. Such relationships have no impact
on our rankings, and firms are included and ranked based strictly on the above
criteria.


TOP 5

Financial Advisor Firms in


THE UNITED STATES


TO GET MATCHED WITH AN INDIVIDUAL ADVISOR NEAR YOU, CLICK THE BUTTON BELOW.

A 2020 Northwestern Mutual study found that 71% of U.S. adults admit their
financial planning needs improvement. However, only 29% of Americans work with a
financial advisor.

Answer SmartAsset
advisor match quiz

Answer a few questions to help us get to know you and your financial planning
needs



Review your matches

We help you stay in control of the advisor search by giving you up to three
pre-screened choices for you to review at your leisure



Connect with advisors

We’ll help facilitate introductions in the format that makes sense for you





Answer a few questions to help us get to know you and your financial planning
needs

Answer SmartAsset
advisor match quiz

We help you stay in control of the advisor search by giving you up to three
pre-screened choices for you to review at your leisure

Review your matches

Connect with advisors

We’ll help facilitate introductions in the format that makes sense for you







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View lists of local & regional top advisors →