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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.

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

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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. 

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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.

Finding a Top Financial Advisor Firm

Rank

Financial Advisor

Assets Managed

Minimum Assets

Financial Services

1

CAPTRUST

$389,150,706,027

$50,000

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Publication of periodicals
Find an Advisor

2

Fisher Investments

$120,948,538,616

Varies based on account type

  • Financial planning
  • Portfolio management
  • Portfolio assessment
Find an Advisor

3

Fort Washington Investment Advisors Inc

$62,466,368,235

Varies based on account type

  • Financial planning services
  • Portfolio management
  • Selection of other advisors
  • Sub-advisory
Find an Advisor

4

Hall Capital Partners

$41,599,805,285

No set account minimum

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers
Find an Advisor

5

Chevy Chase Trust Company

$33,997,884,407

$3,000,000

  • Financial planning services
  • Portfolio management
  • Selection of other advisors
  • Publication of periodicals
  • Educational seminars
  • Trustee and investment manager for collective funds
Find an Advisor

6

Mesirow Financial Investment Management, Inc.

$26,693,197,000

Varies based on account type

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
Find an Advisor

7

Silvercrest Asset Management Group, LLC

$25,070,080,215

No set account minimum

  • Financial planning services
  • Portfolio management
  • Selection of other advisors
Find an Advisor

8

Cerity Partners, LLC

$24,682,540,139

$2,000,000

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Tax services
  • Bill pay
Find an Advisor

9

Moneta Group Investment Advisors, LLC

$23,734,428,158

No set account minimum

  • Financial planning services
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Educational seminars
Find an Advisor

10

SCS Capital Management, LLC

$22,229,947,139

$25,000,000

  • Financial planning
  • Portfolio management
  • Selection of other advisors
Find an Advisor

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