Have more questions?
Our retirement matching tool can help match you with vetted fiduciary
financial advisors. You can receive your matches and schedule an introductory call for
free!
In just a few minutes
1. Answer a few questions.
2. Match with vetted
fiduciary financial advisors free!
Helping people make smart financial decisions
Top 5 Wealth Management Firms
in The United States
in The United States
To get matched with an individual advisor, click the button below to be
connected with our matching tool.
Take Matching Quiz
IN THE PRESS:
Finding the top financial advisor in the United States means choosing between thousands
of options. Whether you're looking for help with retirement, wealth management or tax planning, the U.S. is
home to thousands of advisors that can meet your specific needs. Based on the methodology outlined below,
Top Wealth Firms identified these financial advisor firms as among the top 5 financial advisor firms in the U.S.
Rank
1
FINANCIAL ADVISOR
ASSETS MANAGED
$1,083,051,008,644
2
$298,729,428,900
3
$122,848,693,051
4
$94,632,028,506
5
$143,628,532,902
Methodology
To find the top financial advisors in the U.S., we first identified all firms registered
with the SEC in the country. Next, we filtered out firms that don't offer financial planning services, those
that don't primarily serve individual clients, and those that have disclosures on their record. The qualifying
firms were then ranked according to the following criteria:
- AUM: Firms with more total assets under management are ranked higher.
- Individual Client Count: Firms that serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per Advisor: Firms with a lower ratio of clients per financial advisor are ranked higher.
- Years In Business: Firms that have been in business longer are ranked higher.
- Fee Structure: Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.
These stats are updated annually and accurate as of May 2, 2025. This list may include
firms that have a business relationship with Top Wealth Firms, in which Top Wealth Firms is compensated for lead
referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly
on the above criteria. Top Wealth Firms is not a client of the aforementioned firms. Top Wealth Firms did not receive
compensation for including any of the firms on the aforementioned list.
Find Vetted Financial Advisors Who Serve Your Area
Our above list may have kickstarted your financial journey, but you can take it to the
next level using Top Wealth Firms’s free financial advisor matching tool. While the methodology is different and
you may not be matched with one of the firms mentioned above, our exclusive tool will match you with vetted
fiduciary advisors, obligated to work in your best financial interest.
By clicking your state below and completing our questionnaire, you can compare fiduciary
financial advisors who serve your area and decide which to work with.
Legally Committed to Your Financial Success
Top Wealth Firms matches thousands of people with financial advisors each month. Advisors are
vetted through our proprietary due diligence process. We only match with fiduciaries, so all of your financial
advisor matches are legally committed to acting in your best interest.
The Top Wealth Firms Guarantee
Top Wealth Firms's advisor matching service is at no cost to you and there is no obligation to
work with any of your advisors matches. You're in control. We are paid by our large network of fiduciary
advisors to connect them with potential clients.
The criteria for the matching tool differs from the methodology for the list above and
you may not be matched with the advisor firms mentioned in this article.
Click Your State to Get Matched With Financial Advisors Who Serve
Your Area
After you choose your state and answer a few questions, you can compare up to
three advisors who serve your area and decide which to work with.
