2016-2017 RANKING LISTS
TOP 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 2016-2017. 

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


Searching for top rated financial advisors and investment management firms and services can be a daunting undertaking, especially if you are unfamiliar with the financial advisory and wealth management landscape.

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. AdvisoryHQ was launched in 2015, and with a tremendous growth in viewership, the site has since become one of the fastest-growing review and ranking sites with millions of readers.

Our goal is to give consumers, investors, high-net-worth individuals, and business owners the exact information they need, without any hype or jargon. This allows them to make their own decisions effectively regarding the best financial advisor that meets their own needs.


Don't Miss: High Yield Bank Accounts


AdvisoryHQ’s Objective Standards for Selecting Top Financial Advisors


AdvisoryHQ's review and ranking articles are always 100% independently researched and written. Financial advisory and wealth management firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after our ranking publication has been completed and published to the public.

Our focus is on the everyday consumer. All of our research and publications are conducted from the end-user consumer's perspective, and we publish our top financial advisor ranking reviews for anyone to view for free.

However, after we’ve published our top ranking publications to the general public, financial firms can request to have a separate personalized profile that showcases just their review and recognition, which incurs a charge. Click here for more information on AdvisoryHQ's Personalized Page service.


List of Top Financial Advisors, Top Rated Wealth Managers, and Best Investment Management Firms


Arizona

California

Colorado

Florida

Georgia

Illinois

Indiana

Iowa

Massachusetts

Minnesota

Missouri

Nebraska

New York

North Carolina

Ohio

Oklahoma

Oregon

Pennsylvania

Tennessee

Texas

Tri-State Area (D.C., Maryland, and Virginia)

United Kingdom (UK)

Washington

Wisconsin

Click any of the cities/states above to go directly to the list of top financial advisors and investment managers for that region.



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. 

AdvisoryHQ Financial Advisor Selection Methodology



Best Financial Advisors – Atlanta

Detailed Comparison Review: Best Financial Advisory firms in Atlanta, GA



Top Financial Advisors in Minneapolis, St. Paul, and Edina, MN

Detailed Comparison Review: Top Financial Advisors in Minneapolis, St. Paul & Edina, MN



Best Finanacial Advisors in St. Louis, MO

Detailed Comparison Review: Top Financial Advisors in St. Louis, MO



Top Financial Advisors in Boston, Massachusetts

Detailed Comparison Review: Best Financial Advisors in Boston, Massachusetts



Top Financial Advisors in Nashville and Memphis, Tennessee

Detailed Comparison Review: Best Financial Advisors & Wealth Managers in Nashville & Memphis, TN



Top Wealth Advisers in Leeds, UK

Detailed Comparison Review: Best Financial Advisers in Leeds, UK



Top Financial Advisors in Charlotte & Asheville, North Carolina

Detailed Comparison Review: Best Financial Advisors in Charlotte & Asheville, North Carolina



Best Financial Advisors in Philadelphia, PA

Detailed Comparison Review: Best Financial Advisors in Philadelphia, PA



Best Investment Managers and Financial Advisors in Oklahoma City & Tulsa, Oklahoma

Detailed Comparison Review: Top Financial Advisors in Oklahoma City & Tulsa, Oklahoma



Top Financial IFAs in Manchester and Cheshire, UK

Detailed Comparison Review: Top Financial Advisers (IFAs) in Manchester & Cheshire, UK



Top Financial Advisors in Cincinnati, Ohio

Detailed Comparison Review: Best Financial Advisors in Cincinnati, Ohio



Top Wealth Management Firms in Tampa, St. Petersburg, and Palm Harbor, Florida

Detailed Comparison Review: Top Financial Advisors in Tampa, St. Petersburg, and Palm Harbor, Florida



Best Financial Advisors in Pittsburgh, Pennsylvania

Detailed Comparison Review: Top Best Financial Advisors in Pittsburgh, Pennsylvania



Best Wealth Advisors in Miami and Coral Gables, Florida

Detailed Comparison Review: Best Financial Advisors in Miami & Coral Gables, Florida



Top Investment Managers & Financial Advisors in Orlando, Florida

Detailed Comparison Review: Best Financial Advisors in Orlando, Florida



Top Investment Managers & Financial Advisors in Omaha, Nebraska

Detailed Comparison Review: Top Financial Advisors in Omaha, Nebraska



Top Financial Planners and Wealth Advisors in Dallas, TX

Detailed Comparison Review: Top Financial Advisors in Dallas, Texas



Top Financial Planners, and Advisors in Phoenix and Scottsdale, Arizona

Detailed Comparison Review: Top Financial Advisors in Phoenix & Scottsdale, Arizona



Top Financial Advisors in Kansas City, Leawood, and North Kansas City, MO

Detailed Comparison Review: Top Financial Advisors in Kansas City, Leawood, & North Kansas City



Top Financial Planners, Advisors and Investment Managers in Wisconsin (Milwaukee, Pewaukee, Waukesha, Cedarburg, and Mequon)

Detailed Comparison Review: Top Financial Advisors in Wisconsin (Milwaukee, Pewaukee, Waukesha, Cedarburg, & Mequon)



Best Financial Advisors in Indianapolis, Indiana

Detailed Comparison Review: Top Financial Advisors in Indianapolis, Indiana



Top Financial Advisors in Portland, Oregon

Detailed Comparison Review: Top Financial Advisors in Portland, Oregon



Top Financial Planners, RIAs, and Wealth Managers in Seattle, Bellevue, and Kirkland

Detailed Comparison Review: Best Financial Advisors in Seattle, Bellevue, & Kirkland (Washington State)



Top RIAs, Financial Advisors, and Wealth Managers – Austin, TX

Detailed Comparison Review: Best Financial Advisors in Austin, TX (RIAs, Wealth Managers, Planners)



Best New York Financial Advisors, RIAs, and Wealth Managers

Detailed Comparison Review: Best Financial Advisors in New York, NY



Top Financial Advisors in Denver, Colorado Springs, and Boulder, Colorado

Detailed Comparison Review: Top Financial Advisors in Denver, Colorado Springs, & Boulder, Colorado



Best Financial Advisors in Houston, Texas

Detailed Comparison Review: Top Financial Advisory Firms in Houston, Texas



Top Financial Advisors in the San Francisco-Oakland Area

Detailed Comparison Review: Best Financial Advisors in San Francisco, Oakland, & Corte Madera, CA



Top Advisors in North Carolina (Greensboro, Chapel Hill, and Winston-Salem)

Detailed Comparison Review: Top Financial Advisors in Greensboro, Chapel Hill, & Winston-Salem, North Carolina



Top Financial Advisory Firms – Chicago

Detailed Comparison Review: Best Financial Advisors in Chicago, Illinois



Best Independent Financial Advisers in the UK (Top IFAs)

Detailed Comparison Review: Top Independent Financial Advisers in the UK (Top IFAs)



Best Financial Advisors in San Antonio and New Braunfels

Detailed Comparison Review: Best Financial Advisors in San Antonio & New Braunfels



Top Financial Advisors in San Diego, California​

Detailed Comparison Review: Top Financial Advisors in San Diego, California​



Top Financial Advisors and Wealth Managers in Los Angeles, California

Detailed Comparison Review: Best Financial Advisors and Wealth Managers in Los Angeles, California



Top Florida Wealth Managers

Detailed Comparison Review: Best Financial Advisors in Florida



Best Financial Advisors in Iowa (Des Moines, Ames, Dubuque, and Davenport)

Detailed Comparison Review: Best Financial Advisors in Iowa (Des Moines, Ames, Dubuque, & Davenport)



Top Advisors and Wealth Managers in Ohio​

Detailed Comparison Review: Top Financial Advisors and Wealth Managers in Ohio



Top Financial Advisors in D.C., Maryland, & Virginia (Tri-State)

Detailed Comparison Review: Top Financial Advisors in in D.C., Maryland, and Virginia (Tri-State)


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We look forward to hearing from you.

Cheers,
AdvisoryHQ Review Team