If any of those feel familiar, this guide is for you. Most wealth management and private wealth firm websites tell you essentially nothing useful: no fee rates, no minimums, no way to compare one firm against another. The 15 independent firms listed here serve high net worth clients across Massachusetts, Connecticut, Maine, and the broader New England area. We ranked them using a transparent, data-driven framework built entirely from SEC ADV regulatory filings and verified third-party recognition.
How Do the Top New England Wealth Managers Compare?
| # | Firm | Headquarters | Est. | AUM | Fee Type |
|---|---|---|---|---|---|
| 1 | Welch and Forbes | MA | 1838 | ~$9.2B | Fee-Only |
| 2 | Bradley, Foster & Sargent | CT | 1994 | $9.1B | Fee-Only |
| 3 | Florek Financial | MA | 2009 | ~$432M | Fee-Only |
| 4 | Portland Global Advisors | ME | 1997 | ~$794M | Fee-Only |
| 5 | Flagship Harbor Advisors | MA | 2010 | ~$3.0B | Fee-Based |
| 6 | TQM Wealth Partners | MA | 2016 | ~$124M | Fee-Only |
| 7 | Radius Wealth Management | MA | 2014 | ~$171M | Fee-Only |
| 8 | Arlington Investment Advisors | MA | 2018 | Contact firm | Fee-Only |
| 9 | Birch Financial Partners | MA | 2021 | Contact firm | Fee-Based |
| 10 | Unison Advisors | RI | 2005 | ~$1.81B | Fee-Only |
| 11 | US Advisory Group | MA | 1996 | ~$61M | Fee-Based |
| 12 | Northwestern Mutual: H. Walsh | MA | 1857 (NWM) | Contact firm | Fee-Based |
| 13 | Crescent Bay Wealth | MA | Contact firm | Contact firm | Fee-Based |
| 14 | Ledgewood Financial | MA | 1998 | Contact firm | Fee-Based |
| 15 | Northeast Financial Group | MA | Contact firm | Contact firm | Fee-Based |
Fee structure, AUM, and location sourced from SEC Form ADV filings via Advisor Facts and SEC EDGAR, firm websites, and FINRA BrokerCheck. "Contact firm" indicates data not publicly confirmed. All fee data subject to change; contact firms directly for current schedules.
What's the Difference Between Fee-Only and Fee-Based?
A fee-only advisor is paid exclusively by you - nothing else. A fee-based advisor is paid by you and can also receive commissions or payments from outside sources. It's a subtle difference in wording but a meaningful one when you're deciding who to trust with your money. Read our full guide to fee structures.
Full Firm Profiles
Welch and Forbes LLC
Welch and Forbes is the oldest private wealth management firm on this list. Founded in 1838 in Boston, it has navigated markets through the Civil War, two World Wars, the Great Depression, and a dozen recessions. For high net worth families and institutions in New England, that longevity isn't a party trick. It signals the kind of multi-generational continuity that matters when you're planning not just for yourself, but for your children and grandchildren.
In 2025, Barron's ranked Welch & Forbes #68 on its Top 100 RIA Firms list, an independent recognition covering assets managed, growth, succession planning, and quality of practice. The firm offers a comprehensive suite of investment management, trust, tax, and estate services under one roof, which is meaningful when your wealth situation requires coordinated multi-discipline planning.
- Barron's Top 100 RIA nationally; $9.2B AUM with 463 clients averaging $16.2M per relationship
- 187-year operating history with multi-generational client relationships and institutional scale
- Fully integrated family office: investment, trust, tax, and estate planning under one roof
- Minimum account size of approximately $3M; not suited for investors below that threshold
- Boston, MA office only; clients based in Connecticut, Maine, or Rhode Island may prefer a firm with closer regional offices
Welch and Forbes ranks first on the strength of 187 years of continuous operation, a current Barron's Top 100 national ranking, and the deepest integrated private wealth offering on this list - investment management, trust administration, tax planning, and estate work coordinated under one roof. No other firm here combines that longevity with active national recognition and full-service private wealth depth.
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent (BFS) is one of the largest independent private wealth management firms between New York and Boston, managing $9.1 billion in client assets. The Hartford-headquartered firm has offices across Connecticut, Massachusetts, Maine, Florida, and Chicago, and has appeared on Barron's Top 100 RIA Firms list for three consecutive years, the only Connecticut firm to achieve this. Founded in 1994, BFS gives clients direct access to the portfolio manager responsible for their account, not a relationship manager who then delegates to a team you never meet.
- Barron's Top 100 and Forbes Top RIA for three consecutive years; only CT firm on either national list
- Clients work directly with their portfolio manager - no delegation to junior staff
- Multi-state footprint (CT, MA, ME, FL, Chicago) suits clients with complex geographic needs
- Implied minimum account of ~$500K based on the firm's disclosed annual minimum fee
- Hartford HQ is less convenient for clients based in Greater Boston or northern New England
BFS earns #2 on the strength of the highest AUM on this list ($9.1B) and sustained Barron's Top 100 recognition over three consecutive years. Its multi-state New England presence and direct portfolio manager model are structural differentiators for clients managing significant inherited or business-exit wealth.
Florek Financial LLC
Florek Financial is a private wealth management firm located in Duxbury, Massachusetts, serving a select roster of approximately 96 clients with average assets of $5.3 million per relationship. That ratio is notable: it signals a deeply boutique, high-attention practice designed for multi-generational families with significant wealth and complexity, not a growth-at-all-costs asset gatherer.
Founded in December 2009 by Robert Florek, CPA and CFP®, the firm manages approximately $432 million in client assets as of its most recent SEC filing. Florek's background includes time at RINET Company (now CAPTRUST) in Boston, where he served as Director and Senior Relationship Manager advising ultra-high-net-worth families. Partner Paul Florek brings 20+ years of institutional equity experience (Deutsche Bank / Alex Brown, Columbia MBA). The firm's compensation model is fee-only, with no product commissions. The minimum annual fee is of $12,000 ($3,000/quarter), putting the effective client minimum at approximately $1.5–2M.
- ~$432M AUM across 96 clients averages $5.3M per relationship - among the highest concentrations on this list
- Founder holds CPA and CFP® designations; integrated tax and investment strategy in-house
- $12,000 annual minimum signals a practice built exclusively around serious wealth management engagements
- Two-principal team means capacity for new clients is limited; timing of availability varies
- Minimum annual fee of $12,000 implies an effective account minimum of $1.5-2M
Florek Financial earns #3 on the strength of the highest HNW client concentration on this list: ~$432M AUM with only 96 clients, averaging $4.5M per relationship. The founder's dual CPA + CFP® credentials and fee-only structure represent the top of the range on both fee transparency and HNW client focus. The absence of confirmed national rankings (Barron's, Forbes) prevents a higher placement.
Portland Global Advisors LLC
Portland Global Advisors is a tightly held wealth management firm in Portland, Maine, focused exclusively on global investment portfolios for a select number of high net worth families. Founded in 1997, the firm manages approximately $794 million to $1 billion across roughly 291 clients, with average client assets of around $3.4 million. That selective client roster signals intentional practice management: depth over volume. If you're a New England family with international asset exposure or philanthropic complexity, Portland Global's global portfolio mandate and lifestyle/estate coordination services make it a distinctive choice.
- 29 years of continuous operation; ~$794M AUM with 291 clients averaging $3.4M each
- Genuine global portfolio orientation; rare among regional RIAs and valuable for clients with international holdings
- Clean regulatory history across nearly 30 years of SEC ADV filings
- Portland, ME headquarters is a long drive from Greater Boston and southern New England
- Fee schedule not published on firm website; request ADV Part 2 for current details
Portland Global earns #4 on the strength of nearly 30 years of continuous operation, a selective client roster averaging $3.4M per relationship, and a genuine global portfolio mandate that distinguishes it from the typical New England RIA. It ranks below the top three primarily because no national recognition (Barron's, Forbes) is confirmed, and its fee schedule is not publicly posted on the firm website.
Flagship Harbor Advisors
Flagship Harbor Advisors is an independent hybrid RIA headquartered in Boston, founded in 2010, with locations across Massachusetts including Plymouth, Hyannis, and Marshfield. The firm operates under an LPL Financial custodian relationship, making it fee-based rather than fee-only. It serves high net worth individuals, families, and professionals seeking comprehensive retirement, estate, tax, and portfolio planning. Their multi-family office capability is notable for clients with cross-generational or complex trust structures.
- $3.0B AUM with offices in Boston, Plymouth, Hyannis, and Marshfield
- Over 2,400 clients demonstrates meaningful HNW experience at scale
- Full-service planning: retirement, tax, estate, risk management, and philanthropy
- Fee-based through LPL Financial; compensation may include product-related revenue alongside advisory fees
- Average client balance of ~$391K; HNW clients should confirm the dedicated service level available to them
Flagship Harbor earns #5 on the strength of $3.0B AUM and a broad Massachusetts footprint serving HNW clients across Boston, Plymouth, Hyannis, and Marshfield. It ranks below the top four because its fee-based structure through LPL introduces third-party compensation considerations, and its average client balance of ~$391K indicates the practice serves a wide asset range rather than exclusively HNW clients.
TQM Wealth Partners LLC
TQM Wealth Partners is a Marblehead, Massachusetts-based RIA that positions itself as a personal CFO for high net worth clients: business owners, executives, and families navigating complex wealth transitions. The firm's name comes from Total Quality Management, translated into financial planning: comprehensive, disciplined, continuously refined. Advisors hold CFP® (Certified Financial Planner) and RMA® (Retirement Management Advisor) credentials. Founder and CEO Marcel Quiroga brings 25+ years of HNW advisory experience.
For clients asking "I want a financial advisor who acts as my personal CFO," TQM is one of the few New England RIAs explicitly built around this model, coordinating attorneys, CPAs, and investment accounts in a single engagement. This approach is particularly suited to business owners and executives with concentrated stock, equity compensation, or pre-liquidity event complexity.
- Personal CFO model coordinates investment management, tax planning, and estate strategy under one point of accountability
- Dual CFP® and RMA® credentials reflect above-average depth in financial planning and retirement income
- Family-operated with founder continuity; Marcel Quiroga and son Jordi Bakovic provide stable, long-term relationships
- ~$124M AUM reflects an early-growth practice; limited institutional scale relative to larger peers
- Contact firm to confirm current minimums and fee tiers
TQM earns its place on the strength of a purpose-built personal CFO model and CFP® and RMA® credentials that are well-matched to the business owner and executive segment. It ranks here rather than higher because AUM of ~$124M reflects an earlier-stage practice, and no national recognition (Barron's, Forbes) has been confirmed. For clients who want a coordinator rather than just a portfolio manager, TQM is a strong candidate.
Radius Wealth Management
Radius Wealth Management is a fee-only RIA in Quincy, Massachusetts with a Boston Seaport office, founded in 2014. The firm manages approximately $171 million for a select number of high net worth individuals and families, offering asset allocation, financial planning, and family office services. Radius employs a proprietary, evidence-based investment process combining fundamental, quantitative, and technical analysis. Their Seaport District conference spaces are designed specifically for high-touch client planning conversations.
- ~$171M AUM with selective HNW client focus; boutique scale enables high-touch service
- Fee-only fiduciary with a proprietary, technology-enabled investment process
- Boston Seaport office designed for high-touch client planning conversations
- Founded 2014. The firm has a shorter operating history than most on this list
- Contact firm to confirm current minimums and fee tiers
Radius earns its place on the strength of a fee-only structure, a selective HNW client focus, and a technology-driven investment process that sets it apart from generalist regional RIAs. Its Boston Seaport office is a practical differentiator for Greater Boston clients who want an in-person planning experience. It ranks here rather than higher because ~$171M AUM reflects a boutique practice with limited national profile, and its 2014 founding is a shorter track record than the top-tier firms.
Arlington Investment Advisors
Arlington Investment Advisors is a fee-only RIA in Arlington, Massachusetts, founded in 2018 by Michael Stern, a former Merrill Lynch advisor and 20-year Arlington resident. The firm builds customized plans using low-cost index ETFs and offers ESG-focused portfolios for socially responsible investors. Custody through Charles Schwab. Stern also teaches investing through Boston Finance Academy and authored The Shark Investor. The firm serves individuals, families, and small business owners across retirement, education, and wealth planning.
- Fee-only fiduciary with ESG and socially responsible investing capability
- Low-cost index ETF approach keeps fund expenses minimal and preserves more client returns
- Schwab custody provides independent account visibility and strong SIPC protections
- Single-advisor structure raises questions about continuity and succession planning
- Contact firm to confirm current fee structure and account minimums
Arlington Investment Advisors earns its place on the strength of a fee-only fiduciary structure, low-cost index ETF construction, and an unusually accessible founding advisor with a public education track record. It ranks here rather than higher because AUM is not publicly disclosed, the practice is single-advisor, and national recognition has not been confirmed. Suited for fee-conscious HNW clients who want direct access to a credentialed, locally rooted advisor.
Birch Financial Partners
Birch Financial Partners operates as a DBA of McAdam LLC, a larger independent financial advisory network with offices in Philadelphia, Chicago, Boston, and Tysons Corner. The practice offers full-service financial planning across retirement, education, tax, estate, and investment management, with a focus on healthcare, pharmaceutical, and IT professionals. Investment advisory services are registered under McAdam LLC with the SEC; securities through Madison Avenue Securities, LLC (FINRA/SIPC). Fee-based: some services may involve commissions. Verify the individual ADV before engaging.
- Backed by McAdam LLC's national infrastructure and institutional compliance support
- Specialized in healthcare, pharma, and IT professionals with sector-specific planning expertise
- Multi-state registered (NJ, CT, MA); well-suited for professionals across the New England corridor
- Registered as a DBA under McAdam LLC; Birch-specific AUM is not separately disclosed in public SEC filings
- Fee-based; compensation may include commissions alongside advisory fees. Request the full fee schedule before engaging.
Birch Financial earns its place on the strength of sector-specific planning expertise for healthcare, pharmaceutical, and IT professionals, and McAdam LLC's national compliance infrastructure behind the practice. It ranks here rather than higher because practice-level AUM is not separately disclosed and fee-based compensation requires upfront review to understand fully.
Unison Advisors LLC
Unison Advisors offers three evidence-based, multi-asset portfolio strategies for institutions and individuals: Conservative, Moderate, and Growth. Founded by Nir Kaissar, formerly of Sullivan & Cromwell LLP, the firm emphasizes low-cost, low-turnover, valuation-driven portfolio construction. Unlike traditional wealth managers, Unison focuses on investment management and does not position itself as a full-service financial planning practice. Fee schedule and AUM details are available on Advisor Facts or in the firm's Form CRS at unisonadvisors.com.
- ~$1.81B AUM with only 98 clients, one of the highest per-client asset averages on this list
- Evidence-based, low-turnover philosophy; clients hold separately managed accounts, not pooled vehicles
- Founded by former Sullivan & Cromwell attorney; analytical rigor distinguishes it from traditional wealth managers
- Investment management focus only. Unison does not position itself as a full-service financial planning or tax advisory practice
- Confirm current minimums and fee tiers directly with the firm
Unison earns its place on the strength of one of the highest per-client asset averages on this list - ~$1.81B AUM across only 98 clients. Its evidence-based, low-turnover investment philosophy and the founder's legal and analytical background distinguish it from traditional wealth managers. It ranks here rather than higher primarily because its scope is investment management only, with no integrated tax, estate, or planning services.
US Advisory Group LLC
US Advisory Group is a state of Massachusetts-registered investment advisor located in Beverly, MA, serving clients across the Greater Boston area. The firm specializes in wealth management, investment counseling, and advanced planning for business owners and families, with a focus on values-based goal alignment and retirement planning. Investment advice is offered through USAG; securities through LPL Financial, Member FINRA/SIPC. As a state-registered RIA, USAG operates under Massachusetts securities regulation.
- Nearly 30 years serving North Shore Massachusetts families with deep local roots
- LPL platform provides broad product access and institutional-grade account infrastructure
- Comprehensive planning covering retirement, tax, estate, and risk management in one relationship
- ~$61M AUM reflects limited institutional scale relative to larger peers on this list
- Fee-based via LPL; compensation may include platform or product-related revenue
US Advisory Group brings nearly 30 years of continuous North Shore Massachusetts service and a comprehensive planning approach covering retirement, tax, estate, and investment management. It ranks in the lower tier due to smaller AUM (~$61M) relative to peers and a fee-based structure through LPL Financial that introduces third-party compensation considerations.
Northwestern Mutual: Heidi Walsh
Heidi Walsh is a financial representative affiliated with Northwestern Mutual, one of the nation's largest financial services companies (founded 1857). Northwestern Mutual integrates life insurance, disability insurance, and investment management. As a captive advisor model, advisors primarily offer Northwestern Mutual products, which distinguishes this practice from the fully independent RIAs ranked above it. Review the individual ADV and Form CRS disclosure documents to understand the full compensation structure before engaging.
- Backed by Northwestern Mutual's 167-year history and top financial strength ratings
- Integrated insurance and investment planning under one advisor relationship
- National compliance infrastructure and practice support from NWM behind the advisor
- Captive model limits product selection to Northwestern Mutual's own platform
- Fee-based compensation includes insurance commissions; review disclosures for potential conflicts
Heidi Walsh's strength is the integration of insurance and investment planning in one advisory relationship - a setup that suits clients with significant protection needs alongside their wealth management goals. Her practice ranks here because the Northwestern Mutual captive model limits product selection to NWM's own platform, and fee-based compensation includes insurance commissions worth reviewing carefully before engaging.
Crescent Bay Wealth
Crescent Bay Wealth is an Ameriprise Financial private wealth advisory practice based in Norwell, Massachusetts, led by advisor Jeffrey W. Wheeler (AAMS® certified). The practice specializes in personalized financial planning for retirement, asset allocation, and estate planning goals. As an Ameriprise-affiliated practice, advisors work within Ameriprise Financial Services, LLC's product platform. Individual fee structures and AUM are not publicly disclosed; request the advisor's Form CRS and ADV disclosure directly for current rates.
- Ameriprise affiliation provides access to institutional planning tools and a broad investment platform
- Norwell, MA location offers personalized, locally rooted service for South Shore families and professionals
- Full-service planning: retirement, estate, tax, and investment management under one relationship
- Practice-specific AUM and founding year not separately disclosed under Ameriprise registration
- Fee-based; full fee transparency requires a direct conversation with the advisor
Crescent Bay offers locally rooted South Shore Massachusetts planning through Ameriprise's institutional platform. It ranks here due to limited public data - AUM and fees are registered under Ameriprise and not separately disclosed - and a fee-based structure that includes product-related compensation. A direct conversation with the advisor is needed to get full fee transparency.
Ledgewood Financial Inc.
Ledgewood Financial has been serving clients in the Greater Boston area since 1998, helping individuals and families prepare for retirement through fully integrated, comprehensive financial planning. The firm covers accumulation, retirement planning, estate planning, risk management, business planning, and taxation. Services are provided through Ameriprise Financial Services, LLC. For current fees, AUM, and account minimums, request the ADV Part 2 and Form CRS from the advisor directly or view via FINRA BrokerCheck.
- Nearly 30 years serving Greater Boston and the Danvers corridor
- Ameriprise platform provides access to a broad suite of investment, insurance, and financial planning tools
- Full-service planning covering retirement, estate, risk management, and investment management
- Registered under Ameriprise Financial; practice-specific AUM not separately disclosed in public SEC filings
- Fee-based; request full fee disclosure from the advisor before engaging
Ledgewood's nearly 30-year presence in the Greater Boston corridor and comprehensive planning capability are solid credentials for local families. Like Crescent Bay, it ranks in the lower tier because practice-level AUM is not separately disclosed under Ameriprise registration, and full fee transparency requires a direct conversation with the advisor.
Northeast Financial Group
Northeast Financial Group is a Massachusetts-based financial planning practice offering wealth management, retirement planning, and investment advisory services to individuals and families in New England. For current fee schedules, AUM, and account minimums, request the firm's Form ADV Part 2 and Form CRS directly, or verify credentials via FINRA BrokerCheck and SEC EDGAR.
- New England-based practice with a focus on personalized financial planning for local families and professionals
- Full-spectrum planning capability spanning retirement income, investment management, and estate strategy
- Regional focus brings familiarity with New England's tax and estate planning landscape
- AUM and founding year not independently confirmed from public filings; contact the firm directly for current capacity and service details
- Fee schedule not publicly posted; clients should request ADV Part 2A disclosure before engagement
Northeast Financial Group rounds out the list as a Massachusetts-based practice with full-spectrum planning capability. It ranks last primarily because AUM, founding year, and fee schedule are not independently confirmed from public filings. Contact the firm directly or search on Advisor Facts for current details before engaging.
How Much Do New England Wealth Managers Actually Charge?
At fee-only New England RIAs, expect 0.50%–1.00% annually for accounts between $2M and $10M. The difference between 0.75% and 1.00% on a $5M portfolio compounds to over $300,000 across a 20-year horizon at 7% returns. Fees are almost always negotiable. See our full fee analysis.
| Account Size | Typical Annual Rate | Annual Dollar Cost | Fee Type |
|---|---|---|---|
| $1M – $2M | 0.85% – 1.00% | $8,500 – $20,000 | Fee-Only |
| $2M – $5M | 0.75% – 1.00% | $15,000 – $50,000 | Fee-Only |
| $5M – $10M | 0.50% – 0.75% | $25,000 – $75,000 | Fee-Only |
| $10M+ | 0.35% – 0.50% | $35,000+ | Fee-Only |
Rates are representative ranges for fee-only independent RIAs in New England, based on SEC ADV filings tracked by Advisor Facts. Actual rates vary by firm and are negotiable. Fee-based firms may charge differently depending on product and platform arrangements.
One thing worth knowing: the rate you see in an ADV filing is almost never the rate you have to pay. Most independent RIAs will negotiate, especially for accounts above $3M or for clients consolidating assets from multiple custodians. The firms ranked #1 and #2 on this list, Welch and Forbes and Bradley, Foster & Sargent, both have confirmed public fee schedules. View them directly on Advisor Facts before any introductory conversation.
How Did Advisor Facts Rank These Firms?
| Evaluation Area | What We Looked At | Why It Matters |
|---|---|---|
| AUM and Scale | Total assets under management and average account size per client | A larger AUM with a selective client count signals demonstrated trust at scale. A high average account size signals the firm genuinely operates in the HNW segment rather than serving a broad range of asset levels. |
| Fee Structure and Transparency | Fee-only vs. fee-based compensation; public disclosure of fee schedules in SEC ADV filings | Fee-only firms eliminate third-party compensation entirely, which removes the most common source of conflicts of interest in wealth management. Publicly disclosed fee schedules, verifiable in SEC ADV filings, allow investors to compare what they'll actually pay before signing anything. |
| National Recognition | Current appearances on Barron's Top 100 RIA Firms and Forbes America's Top RIA Firms | These are the two most credible third-party rankings for independent RIAs. Both assess AUM growth, succession planning, compliance record, and quality of practice. Only verified, current recognitions with working source links are counted. No award is included unless it can be confirmed directly. |
| High Net Worth Client Focus | Account minimums, average client assets, and the proportion of HNW clients in the firm's reported client base | A firm that manages $500M across 50 clients serves very different needs than one managing $500M across 5,000 clients. Minimum account size and average relationship size reveal how deeply a practice is actually oriented toward complex, high-asset planning. |
| Service Breadth | Whether the firm integrates investment management, tax planning, estate planning, and trust administration under one roof | For investors with $2M or more, coordinated multi-discipline service matters. A firm that can manage your portfolio, plan your estate, and work directly with your CPA and attorney in a single engagement reduces the complexity you have to manage personally and tends to produce better outcomes than siloed point solutions. |
All data in this article is sourced from SEC Form ADV regulatory filings, FINRA BrokerCheck, firm websites, and verified third-party rankings. Fee data is self-reported by RIAs in their regulatory filings and subject to change; contact firms directly for current schedules. Advisor Facts maintains an independent, uncompensated research process. No firm on this list paid to be included or ranked.
Frequently Asked Questions
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Finding the Right New England Wealth Manager
The firms on this list were selected and ranked using publicly available data from SEC ADV filings, FINRA BrokerCheck, and verified third-party recognition. No firm paid to appear. Rankings reflect independent editorial judgment using the Advisor Facts methodology described in Section 04.
If you have questions about a specific firm, a fee rate you've been quoted, or how to compare two firms on this list, reach out to the team at Advisor Facts. The conversation is free and there's no obligation.
Still comparing your options?
Have questions about a specific firm or fee rate? The Advisor Facts team reviews SEC ADV filings so you don't have to.