CNBC ranks the top-rated financial advisory firms of 2022

Finding the right financial advisor to help you with your financial needs and goals can be a very complicated process.

There are so many things to consider. Each financial advisor has their own area of ​​expertise. The services provided by financial advisors will vary based on the type of advisor, but overall, a financial advisor will assess your current financial situation, including your assets, debts and expenses, and identify areas for improvement.

Consultants use their knowledge and skills to build customized financial plans that aim to achieve clients’ financial goals. A good financial advisor will ask you about your life goals and create a plan to help you achieve them. This can mean discussing budgeting, retirement planning, estate planning, insurance needs, long-term care, or tax strategies.

A consultant can play an important role in helping clients grow and protect their wealth. The key is to find a consultant you trust and it is important to make sure they are someone who is right for you.

To be sure, financial advisors aren’t just for the rich – working with a consultant is a great choice for anyone who wants to get their personal finances back on track and set long-term goals. The CNBC ranking is intended to be a starting point for individual investors looking for a financial advisor. We hope this list will help you narrow your search.

For the fourth consecutive year, CNBC unveils its ranking of the best financial advisors. CNBC FA 100 recognizes those consulting firms that best help clients navigate their financial lives.

Review the methodology used by CNBC to determine the FA 100 ranking for 2022 in partnership with AccuPoint Solutions. (CNBC does not charge any type of commission to consultants for being listed on this annual ranking.)

RANKING 2022 BUSINESS headquarters TOTAL INCREASE YEARS OF ACTIVITY ACCOUNTS UNDER MANAGEMENT RANKING 2021
1 Woodley Farra Manion IN $ 1.4 billion 27 1.106 17
2 Dana Investment Advisors WI $ 7 billion 42 1,256 1
3 Albion financial group UT $ 1.4 billion 40 2.221 50
4 Asset investment group FL $ 1.7 billion 29 1,888 24
5 Edgemoor investment advisors MD $ 1.1 billion 23 320 26
6 Salem Investment Advisers NC $ 3.5 billion 43 1,850 2
7 Leavell Investment Management TO THE $ 2.1 billion 43 2,000 33
8 Halbert Hargrove global consultants approximately $ 3 billion 33 4,099 49
9 The Burney company IT GOES $ 2.6 billion 48 4,162 38
10 Lee, Danner & Bass TN $ 1.4 billion 34 925 66
11 TFC financial management BUT $ 1.2 billion 42 1,375 69
12 Capital management of Parsons RE $ 1.8 billion 28 1,545 19
13 Pittenger & Anderson NEITHER $ 2.2 billion 27 1,701 53
14 Kistler-Tiffany advisers POPE $ 1.1 billion 14 1,464
15 Professional advisory services FL $ 1.2 billion 45 1.087
16 Cadinha & Co. HELLO $ 1.1 billion 43 1,383 90
17 Ferguson Wellman Capital Management OR $ 6.9 billion 47 928
18 RTD financial advisors POPE $ 2.2 billion 39 660 68
19 Equius partner approximately $ 1.1 billion 38 1.083 43
20 Wetherby Asset Management approximately $ 6.4 billion 32 591
21 Investment management of the Acropolis MO $ 1.8 billion 20 1.055
22 Godsey & Gibb Wealth Management IT GOES $ 1.2 billion 37 1,569
23 Manchester capital management VT $ 3.2 billion 29 1,609
24 Financial Phillips IN $ 1.5 billion 18 2,166 71
25 Azzad Asset Management IT GOES $ 1.2 billion 25 1,320 39
26 Richard C. Young & Co. FL $ 1.3 billion 33 2,761 5
27 California Financial Advisors approximately $ 1.5 billion 24 3,089 7
28 NewSouth Capital Management TN $ 2.4 billion 37 179 3
29 Avity investment management CT $ 1.7 billion 52 764 15
30 Tom Johnson Investment Management OK $ 1.6 billion 39 5,500 10
31 Zemenick & Walker MO $ 2.5 billion 24 237 29
32 Luther King’s capital management TX $ 23.1 billion 43 3,400 22
33 First foundation councilors approximately $ 4.8 billion 32 1,637 93
34 Wealth Management of the North Star WI $ 2.1 billion 25 2,915 8
35 His Majesty Payson & Co. MYSELF $ 6 billion 168 3,500 34
36 Zevenbergen capital investment WA $ 4.9 billion 18 279 36
37 Guyasuta Investment Advisers POPE $ 1.8 billion 39 1,250 32
38 ZWJ investment advisor GA $ 3 billion 40 900 20
39 Gofen & Glossberg THE $ 6.5 billion 90 3,409 6
40 David Vaughan investments THE $ 3.8 billion 45 1,360 21
41 Check your capital management approximately $ 1.4 billion 36 1.991 4
42 Adoptive and heterogeneous asset management OH $ 2.1 billion 25 750 59
43 Southern wealth management TX $ 2.8 billion 17 1,500 95
44 Harris beard TX $ 1.5 billion 26 2,896 70
45 Wilbanks, Smith & Thomas Asset Management IT GOES $ 4.4 billion 31 5,063 41
46 Badgley Phelps wealth managers WA $ 4.1 billion 56 2,162 52
47 Anchor Capital Advisors BUT $ 8.1 billion 39 1.110 35
48 Beese Fulmer Private Wealth Management OH $ 1.3 billion 42 1,032 55
49 Steele Capital Management IA $ 2.8 billion 26 3,800 67
50 Oak Ridge Investments THE $ 1.2 billion 33 1,531
51 Global consultants from L’Aquila TX $ 1.7 billion 25 400 86
52 CW Henderson & Associates THE $ 4 billion 31 1,492 62
53 Financial Lee TX $ 1.2 billion 47 1,600 48
54 Wealth Management by Roffman Miller POPE $ 2.3 billion 31 1,300 40
55 Hahn capital management approximately $ 1.1 billion 34 106 37
56 Capital management of the palisade NJ $ 4.3 billion 27 2.225 88
57 Capital Advisors column IN $ 1.3 billion 17 1,608
58 Foster group IA $ 3.4 billion 33 5,293 96
59 Waverly advisers TO THE $ 5.2 billion 23 5,781
60 FORVIS Wealth consultants MO $ 7.4 billion 24 11,893 56
61 JMG financial group THE $ 4.7 billion 38 4,262
62 Rather & Kittrell Capital Management TN $ 1.3 billion 22 2,450
63 Financial wise group POPE $ 3.1 billion 33 800 75
64 Management of the merit portfolio KS $ 2 billion 31 1,305 60
65 Diversified management WI $ 1.6 billion 29 1,611 61
66 Index Fund Advisors approximately $ 4.3 billion 23 2.442 72
67 Straight ME $ 1.2 billion 20 5,726 ninety two
68 Sheaff Brock Investment Advisers IN $ 1.4 billion 29 1,953 82
69 View Capital Advisors TX $ 1.4 billion 18 173 98
70 Conrad Siegel Investment Advisers POPE $ 7.9 billion 20 761
71 Farr, Miller and Washington A.D $ 2.1 billion 26 1,430 57
72 Schaper, Benz & Wise Investment Advisor WI $ 1.4 billion 31 828 54
73 Asset management of ML&R TX $ 1.7 billion 25 686 100
74 Wingate wealth consultants BUT $ 1.1 billion 36 633
75 Asset management of the inheritance TN $ 1.7 billion 40 1,299 80
76 Clifford Swan investment advisors approximately $ 3.7 billion 107 945 27
77 Capstone financial advisors THE $ 2.1 billion 23 2,718
78 Capital Advisors of Bitterroot mt $ 1.2 billion 23 17
79 Pension trust company WI $ 6.5 billion 23 1,234
80 Charles D. Hyman & Co. FL $ 2 billion 28 931 63
81 Cardiff Park Consultants approximately $ 2.2 billion 19 380
82 Capital Advisors of Store POPE $ 1.6 billion 29 251
83 Financial Henssler GA $ 2.5 billion 35 1.416 64
84 Annandale Capital TX $ 1 billion 17 180
85 Donaldson Capital Management IN $ 2.3 billion 27 3,730
86 ES Barr & Co. KY $ 1.5 billion 30 857 74
87 BLB & B consultants POPE $ 2.1 billion 58 2,768
88 Jackson Thornton Wealth Management TO THE $ 1.6 billion 23 927 79
89 Councilors Apriem approximately $ 1 billion 24 710
90 The financial advisory group TX $ 1.2 billion 25 2,154 76
91 Sadoff Investment Management WI $ 1.6 billion 44 610 87
ninety two Coastal Bridge Consultants CT $ 2.9 billion 14 3,994
93 DF Dent & Co. MD $ 8.1 billion 46 1,430 14
94 Beacon Capital Management OH $ 5.1 billion 22 16,671 11
95 Certified financial group FL $ 2.2 billion 23 5,000
96 Provisional investment management ME $ 955 million 41 1,000
97 Sather financial group TX $ 1.2 billion 23 1,354
98 You fool approximately $ 5 billion 53 2,268 97
99 Financial strategies of the summit OH $ 1.7 billion 27 874 91
100 Carret asset management New York $ 3.1 billion 58 2,000+ 25
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