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Top Financial Advisor Companies in 2025

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Who are the top financial advisory firms in the country? While the one that fits your needs may vary, the leading companies are usually the ones with shared qualities such as various services, accessible minimums, and transparent fees. With these factors in mind, we ranked the top 15 financial advisor firms in the United States:

Rank	Advisory Firm	AUM	Fee Structure	Services
1	Wealth Enhancement Group Find an Advisor	$72 billion	Fee-only	Financial planning Portfolio management Pension consulting
2	CAPTRUST Find an Advisor	$852 billion	Fee-only	Financial planning Portfolio management Pension consulting
3	Hightower Advisors Find an Advisor	$130 billion	Fee-based	Financial planning Portfolio management Pension consulting
4	Edelman Financial Engines Find an Advisor	$270 billion	Fee-only	Financial planning Portfolio management Pension consulting
5	Creative Planning Find an Advisor	$175 billion	Fee-only	Financial planning Portfolio management Pension consulting
6	Fisher Investments Find an Advisor	$276 billion	Fee-only	Financial planning Portfolio management Retirement plan assessment
7	Mariner Wealth Advisors Find an Advisor	$81 billion	Fee-only	Financial planning Portfolio management Pension consulting Family office
8	UBS Advisors Find an Advisor	$702 billion	Fee-based	Financial planning Portfolio management Pension consulting Family office
9	Edward Jones Find an Advisor	$692 billion	Fee-based	Financial planning Portfolio management Pension consulting
10	LPL Financial Find an Advisor	$463 billion	Fee-based	Financial planning and consulting Portfolio management Pension consulting
11	RBC Wealth Management Find an Advisor	$201 billion	Fee-based	Financial planning and consulting Portfolio management Pension consulting
12	Cerity Partners Find an Advisor	$80 billion	Fee-based	Financial planning Portfolio management Pension consulting Family office Tax services Bill pay
13	Vanguard Find an Advisor	$10 trillion	Fee-only	Financial planning Portfolio management Robo-advisor
14	Mercer Global Advisors Find an Advisor	$45 billion	Fee-only	Financial planning Portfolio management Pension consulting Family office
15	Ameriprise Find an Advisor	$479 billion	Fee-based	Financial planning Portfolio management Pension consulting

Rank	Advisory Firm	AUM
1	Wealth Enhancement Group Find an Advisor	$72 billion
2	CAPTRUST Find an Advisor	$852 billion
3	Hightower Advisors Find an Advisor	$130 billion
4	Edelman Financial Engines Find an Advisor	$270 billion
5	Creative Planning Find an Advisor	$175 billion
6	Fisher Investments Find an Advisor	$276 billion
7	Mariner Wealth Advisors Find an Advisor	$81 billion
8	UBS Advisors Find an Advisor	$702 billion
9	Edward Jones Find an Advisor	$692 billion
10	LPL Financial Find an Advisor	$463 billion
11	RBC Wealth Management Find an Advisor	$201 billion
12	Cerity Partners Find an Advisor	$80 billion
13	Vanguard Find an Advisor	$10 trillion
14	Mercer Global Advisors Find an Advisor	$45 billion
15	Ameriprise Find an Advisor	$479 billion

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Methodology

The companies above represent ComparisonAdviser’s ranking of the top registered investment advisor (RIA) firms in the U.S. in 2025. Each company shares the common quality of serving individual clients and offering services such as financial planning and discretionary and non-discretionary portfolio management options. We narrowed the listing of firms by using an aggregate of quantitative and qualitative characteristics of each company and assigning a weighted score based on the following:

Assets under management (AUM). Firms with a higher level of accounts managed rank higher.
Reach. Companies operating in more states with a high number of offices and advisors hold higher scores.
Reputation and recognition. Firms with longstanding registrations, accolades from reputable sources, and number of years in business were rewarded.
Number of disclosures. Companies with more disclosures and regulatory actions were penalized in our ranking.
Diversity of services. Firms with a wider array of services available to many clients saw increased ranking.
Minimum account size. Those with more accessible minimum account sizes or investments placed higher.
Fee structure. Companies with transparent and dominantly fee-only compensation hold higher rankings.

To collect the above information, we accessed each firm’s publicly available Form ADV (Parts 1 and 2A) using the U.S. Securities and Exchange Commission’s (SEC’s) Investment Adviser Public Disclosure (IAPD) database. For a clearer picture on reputation, we also performed qualitative research using known sources such as J.D. Power’s 2024 Investor Satisfaction Study¹ and Barron’s Top 100 RIA Firms list².

¹ https://www.jdpower.com/business/press-releases/2024-us-full-service-investor-satisfaction-study

²https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&

Qualities of Top Financial Advisors

Finding the right person or firm to help you plan your future or manage your finances is an important decision. Of course, you’ll want to ensure that they offer the services you require at the right cost, but it’s also vital they put in the time and work to fully understand your goals and circumstances. The highest quality financial advisors usually uphold a fiduciary standard and are upfront about conflicts of interest, fees, and the steps to put your plan into action.

When comparing advisors, consider ones with these exceptional qualities:

Follows a fiduciary duty. Fiduciary experts practice with a strict duty of care and ethics while avoiding conflicts of interest.
Holds credentials from reputable organizations. Top advisors usually hold professional designations or have degrees from accredited organizations that require them to uphold high ethical standards.
Transparent and professional business practices. Look for professionals who are clear about their fees, services, and investment philosophies.
Offers reasonable fees. Top financial advisors know their clientele and offer fees and payment schedules coinciding with their services.
Offers the services you need. It’s crucial to work with an advisor or firm with expertise in the services you require, whether it’s portfolio management, financial planning, or wealth management.

Find the Right Financial Advisor

The help and expertise of a high-quality advisor can be invaluable as you manage your financial picture. This includes a professional who works in your best interest and offers the services you need. To find the right financial advisor, select your state below and complete the form to match with a vetted expert:

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