322 firms match your criteria.
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Name Forbes 2025 Barrons 2025 Forbes 2024 Barrons 2024 Barrons 2023 Forbes 2022 Barrons 2022 Barrons 2021
LPL Financial LLC 140 Mega 1 13 7
Edelman Financial Engines Mega 2 Mega 1 1 1 1
Creative Planning Mega 3 Mega 2 3 3 3
Hightower Advisors, LLC Mega 4 Mega 3 2 5 2 2
Corient Mega 5
Mariner Wealth Mega 6 Mega 4 26 5 5
Wealth Enhancement Advisory Services, LLC 38 Mega 7 43 Mega 5 5 86 6 9
Cerity Partners LLC 58 Mega 8 68 Mega 7 11 82 10 14
Focus Partners Wealth, LLC Mega 9 97 16 16 18 19
Mercer Global Advisors Inc. 76 1 81 1 10 8 8
Cresset Asset Management, LLC 10 2 14 3 9 48 12 32
Newedge Advisors 8 3 12 5 13 15 29
Private Advisor Group, LLC 4 4 8 9 7
Carson Advisory Group 5 6 12 13 12
Cibc Private Wealth Advisors, Inc. 6 2 6 7 4
Beacon Pointe Advisors, LLC 6 7 9 7 15 16 21
Monetary Management Group Inc. 8
Steward Partners Investment Advisory, LLC 9 18 19 32 20
Pathstone 2 10 2 9 26 3 17 29
Allworth Financial, LP 11 14 20 31 23
Savant Wealth Management 12 17 31 36 33 36
EP Wealth Advisors 109 13 11 23 24 25
IEQ Capital, LLC 3 14 3 13 22 22 30
First Manhattan Co. LLC 15
Wealthspire Advisors 65 16 69 12 18 68 19 27
MAI Capital Management, LLC 75 17 79 19 27 26 31
Lido 13 18 16 23 33 13 36 42
Seia 19 21 25 34 24
SCS Capital Management LLC 27 20 23
Silvercrest Asset Management Group LLC 28 21 20 15 17 14 11
Bbr Partners, LLC 22 20 24 21 15
Stratos Wealth Partners, Ltd. 23 22 29 30 26
Prime Capital Financial 24 30 64 78
Integrated Wealthcare, LLC 25 71
Plante Moran Financial Advisors 26 42 24 28 23 20 16
HB Wealth 34 27 36 27 35 44 41 41
1919 Investment Counsel, LLC 57 28 64 25 32 28 18
RWA Wealth Partners 20 29 43 42 62 51
Sequoia Financial Group, LLC 30 28 41 48 66
Alti Wealth Management (us International), Inc. 31 30
Northcoast Asset Management LLC 45 32 52 87 90 74 58
Brighton Jones LLC 33 43
Choreo, LLC 42 34 37 45 43 45
Summit Financial, LLC 31 35 52
Summit Trail Advisors, LLC 36 35 37 39 38
Aspiriant, LLC 29 37 30 31 34 17 27 28
Evercore Wealth Management, LLC 26 38 32 38 37 34
Johnson Investment Counsel, Inc. 69 39 60 29 36 38 37
Modera Wealth Management, LLC 87 40 98 34 69 66 75
Merit Financial Advisors 21 41 24 33 62 59
The Mather Group, LLC 42 70 38 47 49 56
Chevy Chase Trust Company 14 43 10 36 40 8 40 35
Onepoint Bfg Wealth Partners 85 44 88
Evoke Advisors 1 45 1 44 51 1 50 49
Mesirow Financial Investment Management, Inc. 46 41 48 47 40
Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions 47
Waverly Advisors, LLC 55 48 57 69 95 65
Clarity Wealth Advisors 49
Williams Jones Wealth Management, LLC 68 50 73 40 46 30 46
Baker Street Advisors, LLC 51 42 44 35 48
Ballentine Partners 52 47 55
Gresham Partners, LLC 53 46 49
Mission Wealth Management, LP 78 54 91 59 80 89 100
Curi Capital, LLC 55 55 57 63 62
Snowden Capital Advisors LLC 90 56 94 48 61 67 79 77
Wealthcare Asset Management, LLC 57 63
SignatureFD, LLC 66 58 66 58 67 74 59 86
The Caprock Group, LLC 83 59 63 78 70
Coldstream Wealth Management 52 60 53 54 59 57 72
Northrock Partners, LLC 51 61 65
Pure Financial Advisors, LLC 149 62 56 66
Sagespring Wealth Partners 125 63
Parallel Advisors, LLC 64 53 74 77 87
Valeo Financial Advisors, LLC 65 52 60 88
Bartlett & Co. Wealth Management LLC 48 66 50 49 68 33 56 52
CW Advisors, LLC 67 71
Welch & Forbes LLC 68 58 58 50
CV Advisors LLC 24 69 25 66 81 99 59
Forum Financial Management, LP 70 60 65 64 44
Cary Street Partners 96 71 68 86 85 95
Empirical Wealth Management 37 72 41 74 88
Hbks Wealth Advisors 73 75 76 82 69
Crestwood Advisors 56 74 59 81 93 57 93 81
Ferguson Wellman Capital Management, Inc. 43 75 46 62 73 75 60
U.S. Capital Wealth Advisors, LLC 76
Capital Investment Advisors, LLC 77 73
LNW 121 78 64 75 11 61 63
Ingalls & Snyder LLC 188 79
Apollon Wealth Management, LLC 80 70
Ashton Thomas Private Wealth 81
Bradley Foster & Sargent Inc. 35 82 38 67 84 81 79
myCIO Wealth Partners, LLC 23 83 11 72 70 9 69 53
Simon Quick Advisors, LLC 36 84 40 82 91
Capital Advisors, Ltd., LLC 74 85 87
Perigon Wealth Management, LLC 86 71 96
Joel Isaacson & Co., LLC 87 32 77 100 25 86 91
Composition Wealth, LLC 70 88 74 72
Douglass Winthrop Advisors LLC 89
Plancorp, LLC 90 76 84 84
Exencial Wealth Advisors 101 91 101 90 98
Bailard, Inc. 91 92 90 88 99
Mason Investment Advisory Services Inc. 93 61 77 51 57
F.L.Putnam Investment Management Co. 88 94 93 78 96 66
The Wealth Consulting Group 95
Badgley Phelps Wealth Managers 113 96 85
We Family Offices 97 84 89 72 78
Robertson Stephens 97 98 99
Evergreen Capital Management LLC 99 94
Ritholtz Wealth Management 100
Adero Partners, LLC 98
Cliftonlarsonallen Wealth Advisors, LLC 45 50 53 55
Kayne Anderson Rudnick Investment Management, LLC 9 7 2
Moneta Group Investment Advisors, LLC 8 11 10
Avity Investment Management Inc. 182
The Welch Group, LLC 137 149 89
TFC Financial Management Inc. 226
Financial Synergies 208
One Capital Management, LLC 79
Truepoint, Inc. 46 47 29
Klingenstein Fields Advisors 96 94 94
Wescott Financial Advisory Group LLC 116 122 99
Choate Investment Advisors 72
Bahl & Gaynor Inc. 56 45 46
Baron Silver Stevens Financial Advisors, LLC 161
CFS Investment Advisory Services LLC 89 89 54
Segall Bryant & Hamill 54 65
Citizens Private Wealth 99 100 85 83 68
Armstrong, Fleming & Moore, Inc. 218
Fiduciary Financial Advisors 247
Linscomb Wealth, Inc. 89 92 92
Fiducient Advisors LLC 106
SJS Investment Services 157 166 70
United Asset Strategies Inc. 231
SFMG Wealth Advisors 118 123 80
GHP Investment Advisors Inc. 102
Tanglewood Total Wealth Management, Inc. 235
Litman Gregory Wealth Management, LLC 114
Corda Investment Management, LLC 82 85 95
Earned Wealth Advisors, LLC 100
Professional Planning Group 203
HCR Wealth Advisors 202
Fbb Capital Partners 192
Strategic Financial Services 195
Mainstay Capital Management, LLC 33 35 38
Churchill Management Corp. 8 39 6 52 43
IAG Wealth Partners, LLC 167
Obermeyer Wealth Partners 22 21 21
Retirement Income Solutions, Inc. 59 55 28
JMG Financial Group Ltd. 47 49 81
Advance Capital Management Inc. 115 83 97
CPC Advisors, LLC 93
Wealthcare Capital Management LLC 57 80 73
Cain, Watters & Associates, LLC 128
Boulay Financial Advisors, LLC 171
Lynx Investment Advisory, LLC 225
Boston Financial Management LLC 19 20
Bloom Advisors 178
Main Street Research LLC 60 63 53
True North Advisors, LLC 131
Tag Associates LLC 97 95 80
Evolve Private Wealth, LLC 181
Willis Johnson & Associates, Inc. 227
Altair Advisers, LLC 96 85
Pinkerton Wealth Partners 209
RZH Advisors LLC 152
Sageview Advisory Group, LLC 191
Yale Capital Corp. 50
Sowell Management 117 112 94
Provenance Wealth Advisors 201
Essex Financial Services, Inc. 136 139 87
Gries Financial LLC 212
Wealthstream Advisors, Inc. 205
Biondo Investment Advisors LLC 245
Blue Chip Partners, LLC 196
Novare Capital Management 183
BakerAvenue 92
New England Private Wealth Advisors, LLC 104 96 69
Catawba River Capital 156
Allen Capital Group, LLC 223
Tfo Wealth Partners 142 98
Certuity, LLC 155
Zuckerman Investment Group 159
Werba Rubin Papier Wealth Management, LLC 242
Rvw Wealth LLC 204
BC Advisors, LLC 141
MWA Asset Management 147
Gilman Hill Asset Management, LLC 248
Sendero Wealth Management, LLC 63 61
Constellation Wealth Advisors 170
FAS Wealth Partners, Inc. 129 79
Wealthspire Advisors 32
Telos Capital Management, Inc. 198
Harbor Investment Advisory, LLC 94 80 71
Glassman Wealth Services, LLC 187 191 97
Meridian Wealth Management, LLC 105
Clear Harbor Asset Management, LLC 180
Gladstone Wealth Partners 91
Gerber Kawasaki Wealth & Investment Management 168
Coastal Bridge Advisors 39
Connecticut Wealth Management, LLC 108 108 83
Retirement Planners of America 86 85
Compass Financial Group, Inc. 246
Tiedemann Advisors, LLC 25 17
Churchill Asset Management LLC 5 42
First Foundation Advisors 95 94
RFG Advisory, LLC 72 75 93
Withum Wealth Management 200
Gentrust 81 84 52
Naples Global Advisors 221
Zhang Financial 7 6
Calamos Wealth Management LLC 77 82
Segment Wealth Management, LLC 162
Freestone Capital Management, LLC 12 15 49
Colony Family Offices, LLC 21
Conrad Siegel Investment Advisors 84 87 84
Baker Tilly Wealth Management, LLC 80
Fusion Family Wealth, LLC 243
Flaharty Asset Management, LLC 233
Scarborough Capital Management 174
Summit Financial Wealth Advisors 217
Destiny Wealth Partners, LLC 134
Good Life Advisors, LLC 107
Moneco Advisors 213
Alaska Wealth Advisors 250
Cassaday & Company, Inc. 17 28 12
Waldron Private Wealth 91
The Gleason Group, Inc. 224
Sanctuary Advisors, LLC 166 27
Captrust Mega 6 7 4 6
Summit Financial 34 50 22 60
3EDGE Asset Management, LP 185
Trilogy Capital, Inc. 160
Pennington Partners & Co., LLC 73 54 61
Waddell & Associates, LLC 214
Atlas Private Wealth Advisors 206
Moisand Fitzgerald Tamayo, LLC 228
Bogart Wealth, LLC 19 23 41
Integrated Wealth Concepts LLC 26
Evolution Wealth Advisors, LLC 172
Donaldson Capital Management LLC 153
Belpointe Asset Management LLC 145
Bordeaux Wealth Advisors 99 100 88
Winthrop Wealth 86 92 100
Procyon 124
Opal Wealth Advisors, LLC 211
Steelpeak Wealth, LLC 139
Venturi Private Wealth 146
Compound Planning, Inc. 165
Team Hewins, LLC 151
XML Financial Group 127 109 92
Chicago Capital, LLC 4 5
Advisor Resource Council 197
CX Institutional, LLC 122
Brandywine Oak Private Wealth LLC 53 51 78
Paul R. Ried Financial Group, LLC 189
Sargent Investment Group 230
Kingswood Wealth Advisors, LLC 234
Mattern Capital Management, LLC 163
Transcend Capital Advisors, LLC 25 26 31
KWB Wealth 238
Tschetter Group 130
Independent Advisor Alliance, LLC 98
Colter Lewis Investment Partners, LLC 190
Venture Visionary Partners LLC 16 18 19
Austin Private Wealth, LLC 210
The Wealth Alliance, LLC 126
Parcion Private Wealth LLC 18 22 40
Emerald Advisors, LLC 249
Cyndeo Wealth Partners 132
Mayflower Advisors 154 153 90
Journey Strategic Wealth LLC 169
Pallas Capital Advisors, LLC 44 44 60
Fairway Wealth Management LLC 135
Performance Wealth 40 45 37
Confluence Financial Partners 148
The Baldwin Group Wealth Advisors, LLC 119
Wellesley Asset Management, Inc. 31
Next Level Private LLC 229
Americana Partners, LLC 49 62 63
Magnus Financial Group LLC 120
Callan Family Office, LLC 123
Validus Capital LLC 199
ICON Wealth Partners 41 39 55
Quotient Wealth Partners, LLC 110
Diversified, LLC 138
Stokes Family Office LLC 79 83 35
Baltimore-washington Financial Advisors 61 56
First Pacific Financial, Inc. 219
Principle Wealth 30 33 43
Falcon Wealth Planning, Inc. 244
Fragasso Financial Advisors 111 113 76
Condor Capital Wealth Management 193
Titleist Asset Management, LLC 176
Amplius Wealth Advisors 184
Capital Advisors, Inc. 77 80 75 97
Absher Wealth Management, LLC 158
Weatherly Asset Management 220
Clear Creek Financial Management, LLC 232
Gds Wealth Management 179
Benefit Financial Services Group 239
Tci Wealth Advisors, Inc. 93
Stack Financial Management Inc. 133
MJP Wealth Advisors 237
Private Wealth Management LLC 194
Wealthcrossing 240
Cook Financial Designs, Inc. 32
Capital Wealth Advisors, Ltd. 177
Sullivan Financial, LLC 207
Invictus Private Wealth, LLC 150
Fourthought Financial Partners, Llc. 175
Greenspring Advisors, LLC 95 95 58
Syon Capital LLC 54
Capwealth Advisors, LLC 164
Seasons of Advice Wealth Management 216
Westmount Partners, LLC 67 67
Congress Asset Management Company, LLP 82
The Portfolio Strategy Group, LLC 103
Douglas C. Lane & Associates 64 65 51 54 27 55 47
Klingman and Associates, LLC 15 17 14
LVW Advisors, LLC 112
Rebalance LLC 236
Heritage Financial Services 71 72 73

A blank field indicates the firm was not rated in the top 100 for that publication