CNBC ranks the top-rated monetary advisory companies of 2022

October 4, 2022

Discovering the proper monetary advisor to assist together with your monetary wants and objectives generally is a very sophisticated course of.

There are such a lot of issues to contemplate. Each monetary advisor has their very own space of experience. The companies offered by monetary advisors will range based mostly on the kind of advisor however, general, a monetary advisor will assess your present monetary state of affairs — 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 intention to realize the monetary objectives of purchasers. An excellent monetary advisor will ask you about your life objectives and create a plan that can assist you attain them. That will imply discussing your price range, retirement planning, property planning, insurance coverage wants, long-term care or tax methods.

Extra from FA 100:
CNBC’s No. 1 advisor agrees with Warren Buffett: ‘He likes money circulation’
Here is how we decide the FA 100 rating for 2022
CNBC’s FA 100 acknowledges advisors who assist individuals make sensible cash strikes

An advisor can play a serious position in serving to purchasers develop and shield their wealth. The hot button is to search out an advisor you belief, and it is essential to verify they’re somebody who is an effective match for you.

To make certain, monetary advisors aren’t only for wealthy individuals — working with an advisor is a superb selection for anybody who desires to get their private funds on observe and set long-term aims. The CNBC rating is supposed to be a place to begin for particular person traders who’re searching for a monetary advisor. We hope this checklist will assist to slender your search.

For the fourth yr in a row, CNBC unveils its rating of prime monetary advisors. The CNBC FA 100 acknowledges these advisory companies that greatest assist purchasers navigate their monetary lives.

Overview 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 price to advisors to be listed on this annual rating.)

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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 Funding Advisors WI $7B 42 1,256 1
3 Albion Monetary Group UT $1.4B 40 2,221 50
4 Heritage Funding Group FL $1.7B 29 1,888 24
5 Edgemoor Funding Advisors MD $1.1B 23 320 26
6 Salem Funding Counselors NC $3.5B 43 1,850 2
7 Leavell Funding Administration AL $2.1B 43 2,000 33
8 Halbert Hargrove International Advisors CA $3B 33 4,099 49
9 The Burney Firm VA $2.6B 48 4,162 38
10 Lee, Danner & Bass TN $1.4B 34 925 66
11 TFC Monetary Administration MA $1.2B 42 1,375 69
12 Parsons Capital Administration 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 Skilled Advisory Providers FL $1.2B 45 1,087
16 Cadinha & Co. HI $1.1B 43 1,383 90
17 Ferguson Wellman Capital Administration OR $6.9B 47 928
18 RTD Monetary Advisors PA $2.2B 39 660 68
19 Equius Companions CA $1.1B 38 1,083 43
20 Wetherby Asset Administration CA $6.4B 32 591
21 Acropolis Funding Administration MO $1.8B 20 1,055
22 Godsey & Gibb Wealth Administration VA $1.2B 37 1,569
23 Manchester Capital Administration VT $3.2B 29 1,609
24 Phillips Monetary IN $1.5B 18 2,166 71
25 Azzad Asset Administration VA $1.2B 25 1,320 39
26 Richard C. Younger & Co. FL $1.3B 33 2,761 5
27 California Monetary Advisors CA $1.5B 24 3,089 7
28 NewSouth Capital Administration TN $2.4B 37 179 3
29 Avity Funding Administration CT $1.7B 52 764 15
30 Tom Johnson Funding Administration OK $1.6B 39 5,500 10
31 Zemenick & Walker MO $2.5B 24 237 29
32 Luther King Capital Administration TX $23.1B 43 3,400 22
33 First Basis Advisors CA $4.8B 32 1,637 93
34 North Star Asset Administration 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 Funding Advisors PA $1.8B 39 1,250 32
38 ZWJ Funding 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 Verify Capital Administration CA $1.4B 36 1,991 4
42 Foster & Motley Wealth Administration OH $2.1B 25 750 59
43 Southern Wealth Administration TX $2.8B 17 1,500 95
44 Beaird Harris TX $1.5B 26 2,896 70
45 Wilbanks, Smith & Thomas Asset Administration 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 Personal Wealth Administration OH $1.3B 42 1,032 55
49 Steele Capital Administration IA $2.8B 26 3,800 67
50 Oak Ridge Investments IL $1.2B 33 1,531
51 Eagle International Advisors TX $1.7B 25 400 86
52 C.W. Henderson & Associates IL $4B 31 1,492 62
53 Lee Monetary TX $1.2B 47 1,600 48
54 Roffman Miller Wealth Administration PA $2.3B 31 1,300 40
55 Hahn Capital Administration CA $1.1B 34 106 37
56 Palisade Capital Administration 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 Administration AL $5.2B 23 5,781
60 FORVIS Wealth Advisors MO $7.4B 24 11,893 56
61 JMG Monetary Group IL $4.7B 38 4,262
62 Moderately & Kittrell Capital Administration TN $1.3B 22 2,450
63 Sage Monetary Group PA $3.1B 33 800 75
64 Meritage Portfolio Administration KS $2B 31 1,305 60
65 Diversified Administration 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 Funding Advisors IN $1.4B 29 1,953 82
69 View Capital Advisors TX $1.4B 18 173 98
70 Conrad Siegel Funding Advisors PA $7.9B 20 761
71 Farr, Miller & Washington DC $2.1B 26 1,430 57
72 Schaper, Benz & Sensible Funding Counsel WI $1.4B 31 828 54
73 ML&R Wealth Administration TX $1.7B 25 686 100
74 Wingate Wealth Advisors MA $1.1B 36 633
75 Legacy Wealth Administration TN $1.7B 40 1,299 80
76 Clifford Swan Funding Counselors CA $3.7B 107 945 27
77 Capstone Monetary Advisors IL $2.1B 23 2,718
78 Bitterroot Capital Advisors MT $1.2B 23 17
79 Provident Belief Firm 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 Monetary GA $2.5B 35 1,416 64
84 Annandale Capital TX $1B 17 180
85 Donaldson Capital Administration 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 Administration AL $1.6B 23 927 79
89 Apriem Advisors CA $1B 24 710
90 The Monetary Advisory Group TX $1.2B 25 2,154 76
91 Sadoff Funding Administration 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 Administration OH $5.1B 22 16,671 11
95 Licensed Monetary Group FL $2.2M 23 5,000
96 Provident Funding Administration MI $955M 41 1,000
97 Sather Monetary Group TX $1.2B 23 1,354
98 Bailard CA $5B 53 2,268 97
99 Summit Monetary Methods OH $1.7B 27 874 91
100 Carret Asset Administration NY $3.1B 58 2,000+ 25
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