2021-2022 RANKING LISTS
TOP RANKING BEST FINANCIAL ADVISORS & RIAS
This publication presents the lists of top financial advisors, Registered Investment Advisors (RIAs), and wealth management firms across the U.S. and U.K. that have been reviewed and rated in 2021 – 2022.
Bookmark this page and check back often. As AdvisoryHQ performs additional reviews and rankings of top financial advisory firms and asset managers (by city, state or geographic location), we’ll post the lists here.
Award Emblem: Top Wealth Management Firms in the US & UK
About AdvisoryHQ News
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AdvisoryHQ is committed to simplifying the research that consumers conduct before choosing a top financial advisor or product. AdvisoryHQ News is an online news media that provides extensive research, independent reviews, and top rankings of financial firms and products across the U.S., U.K., Canada, and Australia.
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List of Top Financial Advisors, Top Rated Wealth Managers, and Best Investment Management Firms for 2021-2022
Arizona
California
Colorado
Florida
Georgia
Illinois
Indiana
Iowa
Kentucky
Massachusetts
Minnesota
Missouri
Nebraska
New Jersey
New York
North Carolina
Ohio
Oklahoma
Oregon
Pennsylvania
Tennessee
Texas
Tri-State Area
Washington
Wisconsin
United Kingdom (UK)
Selecting the Best Financial Advisors and Investment Managers
When ranking the top financial advisors, RIAs, and best wealth management firms, top media companies, like Barron’s, focus their selection criteria on assets under management (AUM), revenue, and firm size.
To generate a more reflective ranking of the top financial advisors across the U.S., AdvisoryHQ went beyond the “traditional” selection factors.
Click here for an overview of AdvisoryHQ’s Top-Down Methodology for Selecting Top Advisors.
Best Financial Advisors in Atlanta, Georgia
- Brightworth
- Capital Investment Advisors (CIA)
- Gratus Capital
- Heritage Financial Planning
- Homrich Berg Wealth Management
- Modera Wealth Management
- Oakbridge Partners
- Patton Albertson & Miller
- Resource Planning Group
- Rollins Financial
- TrueWealth
Detailed Comparison Review: Best Financial Advisory firms in Atlanta, GA
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Top Financial Advisors in Minneapolis, St. Paul, and Edina, Minnesota
- Advanced Wealth Management Group
- Aurochs Financial Group
- Birchwood Financial Partners
- Cahill Financial Advisors, Inc.
- FFP Wealth Management
- Flourish Wealth Management
- Laurel Wealth Planning LLC
- Pitzl Financial
- PrairieView Partners
- SilverOak Wealth Management LLC
- Vector Wealth Management
- White Oaks Wealth Advisors
Detailed Comparison Review: Top Financial Advisors in Minneapolis, St. Paul & Edina, MN
Best Financial Advisors in St. Louis, Missouri
- Acropolis Investment Management
- Argos Capital Partners
- Buckingham Strategic Wealth
- Cambridge Capital Management
- Droms Strauss Wealth Management
- HM Capital Management
- Matter Family Office
- North American Management
- Paradigm Financial Advisors, LLC
- Plancorp, LLC
- Zemenick & Walker, Inc.
Detailed Comparison Review: Top Financial Advisors in St. Louis, MO
Top Financial Advisors in Boston, Massachusetts
- Birch Hill Investment Advisors
- Boston Financial Management
- Boston Private Wealth
- Compass Planning Associates
- Congress Wealth Management
- Darrow Wealth Management
- Lexington Wealth Management
- McAdam Financial
- Modera Wealth Management
- North American Management
Detailed Comparison Review: Best Financial Advisors in Boston, Massachusetts
Top Financial Advisors in Franklin, Nashville, and Memphis, Tennessee
- CapWealth
- Kraft Asset Management, LLC
- Legacy Wealth Management
- Red Door Wealth Management
- Reliant Investment Management, LLC
- Summit Asset Management
- Tillman Hartley
- Waddell & Associates, LLC
- Abound Wealth
- Family Wealth Management, LLC
- Silverleafe Capital Partners, LLC
- Woodmont Investment Counsel., LLC
Detailed Comparison Review: Best Financial Advisors & Wealth Managers in Nashville & Memphis, TN
Top Wealth Advisers in Leeds, UK
- Allied Financial Services Ltd
- Armstrong Watson Financial Planning Limited
- Clayton Holmes Naisbitt Financial Consultancy LLP
- Garbutt + Elliott
- Leodis Wealth
- Martin Hirst Financial Consultancy
- NBS Financial Planning Ltd
- Macintosh James & Partners
Detailed Comparison Review: Best Financial Advisers in Leeds, UK
Top Financial Advisors in Charlotte & Asheville, North Carolina
- Alpha Financial Advisors, LLC
- Altavista Wealth Management, Inc.
- AMG National Trust
- Bragg Financial Advisors, Inc.
- Carroll Financial Associates, Inc.
- Colony Family Offices
- Modera Wealth Management
- Parsec Financial, Inc.
- Ronald Blue Trust
Detailed Comparison Review: Best Financial Advisors in Charlotte & Asheville, North Carolina
Best Financial Advisors in Philadelphia, Pennsylvania
- Abacus Wealth Partners
- Addis & Hill
- Blue Bell Private Wealth Management
- Hoover Financial Advisors, PC
- McAdam Financial
- myCIO Wealth Partners LLC
- RTD Financial Advisors, Inc.
- TGS Financial Advisors
- Wescott Financial Advisory Group, LLC
Detailed Comparison Review: Best Financial Advisors in Philadelphia, PA
Best Investment Managers and Financial Advisors in Oklahoma City & Tulsa, Oklahoma
- Align Wealth Management
- Cadent Capital Advisors, LLC
- ChartMark Investments, Inc.
- Exencial Wealth Advisors
- Hughes Warren, Inc.
- Retirement Investment Advisors, Inc.
- The Legacy Financial Group, Inc.
- Warburton Capital Management
- Ful Sail Capital
- InvesTrust Wealth Management
- Native American Fund Advisors (NAFA)
Detailed Comparison Review: Top Financial Advisors in Oklahoma City & Tulsa, Oklahoma
Top Financial IFAs in Manchester and Cheshire, UK
- Cottons Financial Planning
- Cullen Wealth
- Torevell & Partners
- Equilibrium Asset Management
- Greystone Financial Services Ltd.
- Innes Reid Investments Limited
- Kellands (Hale) Ltd.
- LIFT-Financial Ltd.
- Mutual Financial Management LLP
- Oak Financial Management
- Succession Group
Detailed Comparison Review: Top Financial Advisers (IFAs) in Manchester & Cheshire, UK
Top Financial Advisors in Cincinnati, Ohio
- Bartlett Wealth Management
- Berno Financial Management, Inc.
- Foster & Motley Corporation
- HCM Wealth Advisors
- Johnson Investment Counsel, Inc.
- Madison Wealth Management
- OJM Group, LLC
- Osborn Williams & Donohoe, LLC
- The Asset Advisory Group
- Total Wealth Planning
- Truepoint Wealth Counsel
- Ritter Daniher Financial Advisory, LLC
Detailed Comparison Review: Best Financial Advisors in Cincinnati, Ohio
Top Wealth Management Firms in Tampa, St. Petersburg, and Palm Harbor, Florida
- ARS Wealth Advisors
- CAPTRUST Advisors, LLC
- Doyle Wealth Management, Inc.
- FirsTrust
- Frisch Financial Group
- Harwood Financial Group
- Heritage Investment Group
- Lawrence Financial Planning
- Pinnacle Wealth Planning Services, Inc.
- Wealth Advisors of Tampa Bay
- Yale Capital Corp.
Detailed Comparison Review: Top Financial Advisors in Tampa, St. Petersburg, and Palm Harbor, Florida
Best Financial Advisors in Pittsburgh, Pennsylvania
- Allegheny Financial Group
- Aufman Associates Inc.
- Bill Few Associates, Inc.
- BPU Investment Management, Inc.
- DBR & CO.
- Fragasso Financial Advisors
- Hefren-Tillotson
- MFA Wealth
- PWA Wealth Management
- Waldron Private Wealth
- Legend Financial Advisors
Detailed Comparison Review: Top Best Financial Advisors in Pittsburgh, Pennsylvania
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Best Wealth Advisors in Miami and Coral Gables, Florida
- BigSur Partners
- Cathy Pareto & Associates, Inc.
- Element Pointe Advisors
- Evensky & Katz/Foldes Financial
- Firestone Capital Management
- GenTrust, LLC
- Investor Solutions, Inc.
- MAXIMAI Investment Partners
- Pinnacle Advisory Group, Inc.
- WE Family Offices, LLC
Detailed Comparison Review: Best Financial Advisors in Miami & Coral Gables, Florida
Top Investment Managers & Financial Advisors in Orlando, Florida
- AllGen Financial Advisors
- American Financial Advisors
- AndCo Consulting
- Certified Financial Group, Inc.
- Eaton Vance WaterOak Advisors
- FirsTrust
- Gambin Financial Group
- Moisand Fitzgerald Tamayo LLC
- Nelson Financial Planning
- Resource Consulting Group
- Ronald Blue Trust
- Signature Wealth Advisors
Detailed Comparison Review: Best Financial Advisors in Orlando, Florida
Top Investment Managers & Financial Advisors in Omaha, Nebraska
- America First Investment Advisors, LLC
- Bridges Investment Management
- Foster Group
- Frontier Wealth Management
- HK Financial Services (HKFS)
- Lutz Financial
- Cambridge Advisors Inc.
- Curnes Financial Group
- Homan Wealth Advisors
Detailed Comparison Review: Top Financial Advisors in Omaha, Nebraska
Top Financial Planners and Wealth Advisors in Dallas, Texas
- Beaird Harris Wealth Management
- Chessman Wealth Strategies
- Clintsman Financial Planning
- Global Wealth Advisors
- Heritage Financial Planning
- HFS Wealth Management
- Lee Financial
- Paradigm Advisors, LLC
- SFMG Wealth Advisors
- Tolleson Wealth Management
- True North Advisors
Detailed Comparison Review: Top Financial Advisors in Dallas, Texas
Top Financial Planners, and Advisors in Phoenix and Scottsdale, Arizona
- Alpha Fiduciary
- Intelligent Capitalworks
- KeatsConnelly
- LifeTyme Financial, LLC
- MRA Associates
- Perspective Financial Services
- Ronald Blue Trust
- Sensible Money
- TCI Wealth Advisors
- Versant Capital Management, Inc.
- Silverhawk Wealth Management
- WealthTrust Arizona
Detailed Comparison Review: Top Financial Advisors in Phoenix & Scottsdale, Arizona
Top Financial Advisors in Kansas City, Leawood, North Kansas City, & Overland Park | KS & MO
- Atwood & Palmer, Inc.
- Buttonwood Financial Group
- Fortune Financial
- Frontier Wealth Management, LLC
- Searcy Financial
- Sound Stewardship, LLC
- Stepp & Rothwell
- Sterneck Capital Management
- The Retirement Planning Group
- Windward Private Wealth Management Inc.
Detailed Comparison Review: Top Financial Advisors in Kansas City, Leawood, North Kansas City, & Overland Park | Kansas & Missouri
Top Financial Planners, Advisors and Investment Managers in Wisconsin
- Annex Wealth Management
- Creative Planning
- Financial Planning & Information Services
- Financial Service Group, Inc.
- I.A.G. Wealth Partners
- Landaas & Company
- McCarthy Grittinger Financial Group
- North Star Asset Management
- PJS Investment Management
- Savant Wealth Management
Detailed Comparison Review: Top Financial Advisors in Wisconsin (Milwaukee, Pewaukee, Waukesha, Cedarburg, & Mequon)
Best Financial Advisors in Indianapolis, Indiana
- Avalon Wealth Advisory
- Bedel Financial Consulting, Inc.
- Buckingham Strategic Wealth
- Castle Wealth Advisors, LLC
- Column Capital
- Deerfield Financial Advisors, Inc.
- Halter Ferguson Financial, Inc.
- Market Street Wealth Management Advisors, LLC
- Ronald Blue Trust
- Valeo Financial Advisors, LLC
Detailed Comparison Review: Top Financial Advisors in Indianapolis, Indiana
Top Financial Advisors in Portland, Oregon
- Becker Capital Management
- Ferguson Wellman Capital Management
- Hausman Advisors
- Northwest Capital Management, Inc.
- Springwater Wealth Management
- Vision Capital Management, Inc.
- Vista Capital Partners
- Interactive Wealth Advisors
- New Outlook Financial, LLC
Detailed Comparison Review: Top Financial Advisors in Portland, Oregon
Top Financial Planners, RIAs, and Wealth Managers in Seattle & Bellevue, Washington
- Avier Wealth Advisors
- Boone Wealth Advisors, LLC
- Bordeaux Wealth Advisors
- Brighton Jones, LLC
- Empirical Wealth Management
- EP Wealth Advisors
- Laird Norton Wealth Management
- Merriman Wealth Management, LLC
- Sovereign Wealth Advisors
Detailed Comparison Review: Best Financial Advisors in Seattle, Bellevue, & Kirkland (Washington State)
Top RIAs, Financial Advisors, and Wealth Managers in Austin, Texas
- Astoria Strategic Wealth
- Austin Asset
- Briaud Financial Advisors
- Durbin Bennett Private Wealth Management
- FMP Wealth Advisers
- ML&R Wealth Management LLC
- Richard P. Slaughter Associates
- Stone Wealth Management, Inc
- Worthpointe
Detailed Comparison Review: Best Financial Advisors in Austin, TX (RIAs, Wealth Managers, Planners)
Top Financial Advisors, RIAs, and Wealth Managers in New York, New York
- Altfest Personal Wealth Management
- Francis Financial
- Frisch Financial Group
- Joel Isaacson & Co.
- KLS Professional Advisors Group, LLC
- MainStreet Financial Planning Inc.
- Stash Wealth
- TAG Associates
- Wealthspire Advisors
- William Jones Wealth Management
- Grandfield & Dodd, LLC
- HFH Planning Inc.
Detailed Comparison Review: Best Financial Advisors in New York, NY
Top Financial Advisors in Denver, Colorado Springs, and Boulder, Colorado
- Carnick & Kubik
- Dodds Wealth Management Group
- Dunston Financial Group
- GHP Investment Advisors
- Gold Medal Waters
- Innovest Portfolio Solutions, LLC
- Janiczek® Wealth Management
- Legacy Wealth Designers
- Northstar Investment Advisors, LLC
- Private Capital Management
- Sharkey, Howes, & Javer
- Wealth Legacy Institute
- Brown and Company, Inc.
Detailed Comparison Review: Top Financial Advisors in Denver, Colorado Springs, & Boulder, Colorado
Best Financial Advisors in Houston, Texas
- Buckingham Strategic Wealth®
- Financial Synergies Wealth Advisors
- Horizon Advisors
- Insight Wealth Strategies
- Mercer Advisors
- Ronald Blue Trust
- Tanglewood Total Wealth Management, Inc.
- The Financial Advisory Group, Inc.
- The Goff Financial Group
- The Mather Group
- Willis Johnson & Associates
- Greenbriar Financial
Detailed Comparison Review: Top Financial Advisory Firms in Houston, Texas
Top Financial Advisors in the San Francisco-Oakland Area
- 1919 Investment Counsel, LLC
- B|O|S (Bingham, Osborn & Scarborough)
- Bell Investment Advisors
- Cresset Asset Management
- Ensemble Capital Management
- Financial Connections Group, Inc.
- Morling Financial Advisors
- Parallel Advisors
- Private Ocean
- Tiedemann Wealth Management
- Wescott Financial Advisory Group LLC
- Wetherby Asset Management
- Yeske Buie
Detailed Comparison Review: Best Financial Advisors in San Francisco, Oakland, & Corte Madera, CA
Top Advisors in North Carolina (Greensboro, Chapel Hill, and Winston-Salem)
- Delegate Advisors
- Maestro Wealth Advisors
- Old Peak Finance
- Salem Investment Counselors
- Stearns Financial Group (SFG)
- Triad Financial Advisors
- Woodward Financial Advisors
- Blue Rock Wealth Management
- DMJ Wealth Advisors, LLC
- Eton Advisors
Detailed Comparison Review: Top Financial Advisors in Greensboro, Chapel Hill, & Winston-Salem, North Carolina
Top Financial Advisory Firms in Chicago, Illinois
- Basil Financial Group
- Chicago Capital
- Chicago Partners Wealth Advisors
- DeRose Financial Planning Group
- Financial Solutions Advisory Group
- FourStar Wealth Advisors LLC
- Private Vista
- Savant Wealth Management
- The Mather Group
- The Mosaic Financial Group
- The Planning Center
- Timothy Financial Counsel, Inc.
Detailed Comparison Review: Best Financial Advisors in Chicago, Illinois
Best Independent Financial Advisers in the UK (Top IFAs)
- Alexander House Financial Services
- Almary Green
- Anstee & Co.
- Ashlea Financial Planning Limited
- Critchleys
- Equilibrium Asset Management
- Paradigm Norton
- Partridge Muir & Warren
- Russell Ulyatt
- Serenity Financial
- Chetwood Wealth Management
Detailed Comparison Review: Top Independent Financial Advisers in the UK (Top IFAs)
Best Financial Advisors in San Antonio and New Braunfels, Texas
- CIS Wealth Management Group
- Exencial Wealth Advisors
- Financial Life Advisors
- Intercontinental Wealth Advisors
- M Capital Advisors
- PAX Financial Group
- Sendero Wealth Management
- Strategic Financial Concepts (SFC)
- Cypress Wealth Advisors
Detailed Comparison Review: Best Financial Advisors in San Antonio & New Braunfels, Texas
Top Financial Advisors in San Diego, California
- AWM Global Advisors
- Blankinship & Foster
- Creative Capital Management Investments (CCMI)
- Dowling & Yahnke Wealth Advisors
- EP Wealth Advisors
- HoyleCohen
- LourdMurray Delphi
- Pure Financial Advisors
- Reilly Financial Advisors
- Rowling & Associates
- Sensible Financial® Planning
- WorthPointe
Detailed Comparison Review: Top Financial Advisors in San Diego, California
Top Financial Advisors and Wealth Managers in Los Angeles, California
- Abacus Wealth Partners
- ACap Advisors & Accountants
- AdvicePeriod
- Aspiriant
- EP Wealth Advisors
- Harris Financial Advisors
- HCR Wealth Advisors
- Miracle Mile Advisors
- Navigoe
- Westmount Asset Management, LLC
- Your Wealth Effect
- L&S Advisors
Detailed Comparison Review: Best Financial Advisors and Wealth Managers in Los Angeles, California
Top Financial Advisors and Wealth Managers in Florida (Statewide)
- Cathy Pareto & Associates Inc.
- Certified Financial Group
- Evensky & Katz/Foldes Financial Wealth Management
- FirsTrust
- Investor Solutions RIA
- Lassus Wherley
- Mariner Wealth Advisors
- Moisand Fitzgerald Tamayo, LLC
- Occidental Asset Management, LLC
- Resource Consulting Group
- Signature Wealth Advisors
- WaterOak Advisors
Detailed Comparison Review: Best Financial Advisors in Florida
Best Financial Advisors in Iowa (Des Moines, Davenport & Ames)
- Compass Financial Services
- Foster Group, Inc.
- HJN Advisors
- Marrs Wealth Management, LLC
- Quad Cities Investment Group
- Steele Capital Management
- Waddell & Reed
- RetireRight Consulting Group
- Syverson Strege
- West Financial Advisors
Detailed Comparison Review: Best Financial Advisors in Iowa (Des Moines, Davenport & Ames)
Top Advisors and Wealth Managers in Ohio
- Budros, Ruhlin & Roe, Inc.
- Carnegie Investment Counsel
- CAPTRUST
- Fairport Wealth
- Foster & Motley
- Johnson Investment Counsel, Inc.
- Partnership Financial LLC
- PDS Planning
- Pinnacle Wealth Planning Services
- Summit Financial Strategies
- The Joseph Group Capital Management
- Truepoint Wealth Counsel
- Wellspring Financial Advisors
Detailed Comparison Review: Top Financial Advisors and Wealth Managers in Ohio
Top Financial Advisors in D.C., Maryland, & Virginia (Tri-State)
- Burt Wealth Advisors
- Cassaday & Company
- Centurion Wealth Management
- FAI Wealth Management
- FBB Capital Partners
- Glassman Wealth Services
- Halpern Financial
- Harbour Capital Advisors
- Kendall Capital
- McLean Asset Management
- SageVest Wealth Management
- The Family Firm, Inc.
Detailed Comparison Review: Top Financial Advisors in D.C., Maryland, and Virginia (Tri-State)
Top Financial Advisors in Lexington & Louisville, Kentucky
- ARGI Financial Group
- Coats Financial Planning
- Dupree Financial Group
- Edelman Financial Engines
- Meridian Wealth Management, LLC
- Moneywatch Advisors
- Stegner Investment Associates, Inc.
- Townsend Financial Planning
- Wrenne Financial Planning
Detailed Comparison Review: Top Financial Advisors in Kentucky
Top Financial Advisors in New Jersey (Statewide)
- Baron Financial Group
- Eagle Rock, A Greenberg and Rapp Company
- HFM Investment Advisors
- Highland Financial Advisors, LLC
- Lighthouse Financial Advisors, Inc.
- Modera Wealth Management
- Mullooly Asset Management, Inc.
- Novi Wealth Partners
- Pathstone
- SAGEbroadview
- Stonegate Wealth Management
Detailed Comparison Review: Top Financial Advisors in New Jersey
Top Financial Advisers in London, UK
- AFH Wealth Management
- Alexander House Financial Services
- Attivo Financial Planning
- Foster Denovo
- Holden & Partners
- Skerritts Chartered Financial Planners
- Strabens Hall
- The Private Office
- Burlington Associates Limited
- Devonshire Wealth Management
Detailed Comparison Review: Top Wealth Management Firms & Financial Advisers in London, UK
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Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
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