Discovering the precise monetary advisor to assist along with your monetary wants and objectives generally is a very difficult course of.
There are such a lot of issues to contemplate. Every financial advisor has their own area of expertise. The providers supplied by monetary advisors will fluctuate based mostly on the kind of advisor however, general, a monetary advisor will assess your present monetary scenario — together with your belongings, money owed and bills — and establish areas for enchancment.
Advisors use their data and experience to assemble customized monetary plans that goal to attain the monetary objectives of shoppers. A superb monetary advisor will ask you about your life objectives and create a plan that can assist you attain them. That will imply discussing your funds, retirement planning, property planning, insurance coverage wants, long-term care or tax methods.
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CNBC’s No. 1 advisor agrees with Warren Buffett: ‘He likes cash flow’
Here’s how we determine the FA 100 ranking for 2022
CNBC’s FA 100 recognizes advisors who help people make smart money moves
An advisor can play a significant position in helping clients grow and protect their wealth. The bottom line is to search out an advisor you belief, and it is necessary to verify they’re somebody who is an efficient match for you.
To make sure, monetary advisors aren’t only for wealthy individuals — working with an advisor is a good selection for anybody who desires to get their private funds on monitor and set long-term goals. The CNBC rating is supposed to be a place to begin for particular person traders who’re on the lookout for a monetary advisor. We hope this listing will assist to slender your search.
For the fourth yr in a row, CNBC unveils its rating of high monetary advisors. The CNBC FA 100 acknowledges these advisory corporations that greatest assist shoppers navigate their monetary lives.
Evaluation the methodology which CNBC employed to find out the FA 100 rating for 2022 in collaboration with AccuPoint Options. (CNBC doesn’t cost any kind of payment to advisors to be listed on this annual rating.)
2022 RANK | FIRM | HQ | TOTAL AUM | YEARS IN THE BUSINESS | ACCOUNTS UNDER MANAGEMENT | 2021 RANK |
1 | Woodley Farra Manion | IN | $1.4B | 27 | 1,106 | 17 |
2 | Dana Investment Advisors | WI | $7B | 42 | 1,256 | 1 |
3 | Albion Financial Group | UT | $1.4B | 40 | 2,221 | 50 |
4 | Heritage Investment Group | FL | $1.7B | 29 | 1,888 | 24 |
5 | Edgemoor Investment Advisors | MD | $1.1B | 23 | 320 | 26 |
6 | Salem Investment Counselors | NC | $3.5B | 43 | 1,850 | 2 |
7 | Leavell Investment Management | AL | $2.1B | 43 | 2,000 | 33 |
8 | Halbert Hargrove Global Advisors | CA | $3B | 33 | 4,099 | 49 |
9 | The Burney Company | VA | $2.6B | 48 | 4,162 | 38 |
10 | Lee, Danner & Bass | TN | $1.4B | 34 | 925 | 66 |
11 | TFC Financial Management | MA | $1.2B | 42 | 1,375 | 69 |
12 | Parsons Capital Management | RI | $1.8B | 28 | 1,545 | 19 |
13 | Pittenger & Anderson | NE | $2.2B | 27 | 815 | 53 |
14 | Kistler-Tiffany Advisors | PA | $1.1B | 14 | 1,464 | – |
15 | Professional Advisory Services | FL | $1.2B | 45 | 1,087 | – |
16 | Cadinha & Co. | HI | $1.1B | 43 | 1,383 | 90 |
17 | Ferguson Wellman Capital Management | OR | $6.9B | 47 | 928 | – |
18 | RTD Financial Advisors | PA | $2.2B | 39 | 660 | 68 |
19 | Equius Partners | CA | $1.1B | 38 | 1,083 | 43 |
20 | Wetherby Asset Management | CA | $6.4B | 32 | 591 | – |
21 | Acropolis Investment Management | MO | $1.8B | 20 | 1,055 | – |
22 | Godsey & Gibb Wealth Management | VA | $1.2B | 37 | 1,569 | – |
23 | Manchester Capital Management | VT | $3.2B | 29 | 1,609 | – |
24 | Phillips Financial | IN | $1.5B | 18 | 2,166 | 71 |
25 | Azzad Asset Management | VA | $1.2B | 25 | 1,320 | 39 |
26 | Richard C. Young & Co. | FL | $1.3B | 33 | 2,761 | 5 |
27 | California Financial Advisors | CA | $1.5B | 24 | 3,089 | 7 |
28 | NewSouth Capital Management | TN | $2.4B | 37 | 179 | 3 |
29 | Avity Investment Management | CT | $1.7B | 52 | 764 | 15 |
30 | Tom Johnson Investment Management | OK | $1.6B | 39 | 5,500 | 10 |
31 | Zemenick & Walker | MO | $2.5B | 24 | 237 | 29 |
32 | Luther King Capital Management | TX | $23.1B | 43 | 3,400 | 22 |
33 | First Foundation Advisors | CA | $4.8B | 32 | 1,637 | 93 |
34 | North Star Asset Management | WI | $2.1B | 25 | 2,915 | 8 |
35 | H.M. Payson & Co. | ME | $6B | 168 | 3,500 | 34 |
36 | Zevenbergen Capital Investments | WA | $4.9B | 18 | 279 | 36 |
37 | Guyasuta Investment Advisors | PA | $1.8B | 39 | 1,250 | 32 |
38 | ZWJ Investment Counsel | GA | $3B | 40 | 900 | 20 |
39 | Gofen & Glossberg | IL | $6.5B | 90 | 3,409 | 6 |
40 | David Vaughan Investments | IL | $3.8B | 45 | 1,360 | 21 |
41 | Check Capital Management | CA | $1.4B | 36 | 1,991 | 4 |
42 | Foster & Motley Wealth Management | OH | $2.1B | 25 | 750 | 59 |
43 | Southern Wealth Management | TX | $2.8B | 17 | 1,500 | 95 |
44 | Beaird Harris | TX | $1.5B | 26 | 2,896 | 70 |
45 | Wilbanks, Smith & Thomas Asset Management | VA | $4.4B | 31 | 5,063 | 41 |
46 | Badgley Phelps Wealth Managers | WA | $4.1B | 56 | 2,162 | 52 |
47 | Anchor Capital Advisors | MA | $8.1B | 39 | 1,110 | 35 |
48 | Beese Fulmer Private Wealth Management | OH | $1.3B | 42 | 1,032 | 55 |
49 | Steele Capital Management | IA | $2.8B | 26 | 3,800 | 67 |
50 | Oak Ridge Investments | IL | $1.2B | 33 | 1,531 | – |
51 | Eagle Global Advisors | TX | $1.7B | 25 | 400 | 86 |
52 | C.W. Henderson & Associates | IL | $4B | 31 | 1,492 | 62 |
53 | Lee Financial | TX | $1.2B | 47 | 1,600 | 48 |
54 | Roffman Miller Wealth Management | PA | $2.3B | 31 | 1,300 | 40 |
55 | Hahn Capital Management | CA | $1.1B | 34 | 106 | 37 |
56 | Palisade Capital Management | NJ | $4.3B | 27 | 2,225 | 88 |
57 | Column Capital Advisors | IN | $1.3B | 17 | 1,608 | – |
58 | Foster Group | IA | $3.4B | 33 | 5,293 | 96 |
59 | WA Asset Management | AL | $5.2B | 23 | 5,781 | – |
60 | FORVIS Wealth Advisors | MO | $7.4B | 24 | 11,893 | 56 |
61 | JMG Financial Group | IL | $4.7B | 38 | 4,262 | – |
62 | Rather & Kittrell Capital Management | TN | $1.3B | 22 | 2,450 | – |
63 | Sage Financial Group | PA | $3.1B | 33 | 800 | 75 |
64 | Meritage Portfolio Management | KS | $2B | 31 | 1,305 | 60 |
65 | Diversified Management | WI | $1.6B | 29 | 1,611 | 61 |
66 | Index Fund Advisors | CA | $4.3B | 23 | 2,442 | 72 |
67 | StraightLine | MI | $1.2B | 20 | 5,726 | 92 |
68 | Sheaff Brock Investment Advisors | IN | $1.4B | 29 | 1,953 | 82 |
69 | View Capital Advisors | TX | $1.4B | 18 | 173 | 98 |
70 | Conrad Siegel Investment Advisors | PA | $7.9B | 20 | 761 | – |
71 | Farr, Miller & Washington | DC | $2.1B | 26 | 1,430 | 57 |
72 | Schaper, Benz & Wise Investment Counsel | WI | $1.4B | 31 | 828 | 54 |
73 | ML&R Wealth Management | TX | $1.7B | 25 | 686 | 100 |
74 | Wingate Wealth Advisors | MA | $1.1B | 36 | 633 | – |
75 | Legacy Wealth Management | TN | $1.7B | 40 | 1,299 | 80 |
76 | Clifford Swan Investment Counselors | CA | $3.7B | 107 | 945 | 27 |
77 | Capstone Financial Advisors | IL | $2.1B | 23 | 2,718 | – |
78 | Bitterroot Capital Advisors | MT | $1.2B | 23 | 17 | – |
79 | Provident Trust Company | WI | $6.5B | 23 | 1,234 | – |
80 | Charles D. Hyman & Co. | FL | $2B | 28 | 931 | 63 |
81 | Cardiff Park Advisors | CA | $2.2B | 19 | 380 | – |
82 | Conservest Capital Advisors | PA | $1.6B | 29 | 251 | – |
83 | Henssler Financial | GA | $2.5B | 35 | 1,416 | 64 |
84 | Annandale Capital | TX | $1B | 17 | 180 | – |
85 | Donaldson Capital Management | IN | $2.3B | 27 | 3,730 | – |
86 | E. S. Barr & Co. | KY | $1.5B | 30 | 857 | 74 |
87 | BLB & B Advisors | PA | $2.1B | 58 | 2,768 | – |
88 | Jackson Thornton Asset Management | AL | $1.6B | 23 | 927 | 79 |
89 | Apriem Advisors | CA | $1B | 24 | 710 | – |
90 | The Financial Advisory Group | TX | $1.2B | 25 | 2,154 | 76 |
91 | Sadoff Investment Management | WI | $1.6B | 44 | 610 | 87 |
92 | Coastal Bridge Advisors | CT | $2.9B | 14 | 3,994 | – |
93 | D.F. Dent & Co. | MD | $8.1B | 46 | 1,430 | 14 |
94 | Beacon Capital Management | OH | $5.1B | 22 | 16,671 | 11 |
95 | Certified Financial Group | FL | $2.2M | 23 | 5,000 | – |
96 | Provident Investment Management | MI | $955M | 41 | 1,000 | – |
97 | Sather Financial Group | TX | $1.2B | 23 | 1,354 | – |
98 | Bailard | CA | $5B | 53 | 2,268 | 97 |
99 | Summit Financial Strategies | OH | $1.7B | 27 | 874 | 91 |
100 | Carret Asset Management | NY | $3.1B | 58 | 2,000+ | 25 |