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

SmartAsset is a personal finance technology company that features a financial advisor matching service. Financial Advisors who appear on SmartAsset are from companies with which SmartAsset receives compensation. SmartAsset takes into consideration wealth and location to determine how to match users with advisors. SmartAsset doesn't include the entire universe of Financial Advisors.

The Top Financial Advisors in the U.S.

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. SmartAdvisor acts as an adviser for clients with respect to their introduction to and, if retained by the client, servicing by third-party investment managers, tax planning and legal professionals who are unaffiliated with SmartAdvisor.

To get matched with an individual advisor near you, click the button below.

Get Started

Looking for help managing your money and investments? It may be time to start working with a financial advisor. SmartAsset put together this list of the top financial advisors in America to help you understand your options. Below, you'll find a description of each of the top 10 financial advisor firms, including information about each firm's services, fees, advisory certifications, office locations, minimum investment amount and more. Alternatively, SmartAsset's financial advisor matching tool can assist you by connecting you with fiduciary financial advisors in your area.

How We Found the Top Financial Advisor Firms in the U.S.

To put together this list of the top financial advisor firms in America, we began by identifying all firms that are registered with the U.S. Securities & Exchange Commission (SEC) and headquartered in the U.S. All SEC-registered firms are legally required to abide by fiduciary duty and must report essential information about their business to the SEC. To further refine our list, we removed any firms that have disclosures on their Form ADV, as well as firms that do not offer financial planning services or do not work primarily with individual clients. The firms that made the cut are listed above in order of the most assets under management (AUM) to the least.

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.

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.

IN THE PRESS:

map

Click Your State to Get Matched With Financial Advisors Near You

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