CNBC ranks the top-rated monetary advisory companies of 2022

CNBC ranks the toprated financial advisory firms of 2022 Latest News Update

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.)

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

Related Posts: