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To determine the top financial advisors in the country, we began by reviewing all firms registered with the SEC. We excluded firms that do not offer financial planning, do not primarily serve individual clients, or have regulatory disclosures.
The remaining firms were then ranked using the following factors:
Assets Under Management (AUM): Firms with more total AUM ranked higher.
Individual Client Count: Firms that serve a larger number of individual clients received higher rankings.
Clients Per Advisor Ratio: Firms with fewer clients per advisor ranked higher, as this suggests more personalized attention.
Years in Business: Longevity matters. Firms with more years in operation ranked higher.
Fee Structure: Fee-only firms (not fee-based) ranked higher for their transparent compensation structure.
Our rankings are just the beginning. You can go further by using Briefs’ free financial advisor matching tool.
While the selection criteria are different, and you may not be matched with one of the firms listed above, our tool connects you with thoroughly vetted fiduciary advisors who are legally obligated to act in your best interest.
To begin, complete a short questionnaire to compare trusted fiduciary advisors in your area and choose the right fit for you.
Each month, Briefs refers many investors to vetted, qualified financial advisors.
Our partners only work with fiduciaries, so every advisor you're matched with is legally required to prioritize your financial interests.
Please note: the methodology for our advisor matching tool is separate from the ranking criteria used in the list above, so you may not be matched with one of the firms mentioned in this article.
It could be more important now than ever to review your retirement plan with a fiduciary financial advisor.
Here’s why: The pandemic has shown us just how quickly decades of planning, investing and good strategy can potentially be completely upended. This may mean your current financial plan could potentially leave you without enough money to last your retirement.
Now tariffs and market uncertainty could pose a similar problem.
Emotionally-charged decisions to sell off large quantities of stocks or other investments could lock in any potential losses, removing any chance for potential future growth.