CEOWORLD magazine has recently recognized the leading investment consultants in the U.S. market, who play a significant role in important discussions about investing approaches, life-stage planning, and wealth management. With hundreds of thousands of investment advisors to choose from across the U.S., selecting which one to collaborate with can be a daunting task. The most recent issue of CEOWORLD magazine, America’s Best Investment Advisory Firms for 2024, highlights some of the top investment advisory companies in the nation.
Having a financial advisor can be crucial in helping you to grow and safeguard your wealth. The key is to find a trustworthy advisor who is a good fit for you, regardless of your financial standing. Engaging with an advisor is a smart decision for anyone who wants to improve their personal finances and set long-term goals. The CEOWORLD magazine ranking is designed as a starting point for individual investors who are seeking a financial advisor. We hope this list will assist you in narrowing down your search.
Best Investment Advisory Firms in America, 2024
| RANK | FIRM | MEDIAN ACCOUNT SIZE | LOCATION | TOP EXECUTIVES | SCORE |
|---|---|---|---|---|---|
| 1 | Hightower | $500K–$999K | Chicago | Bob Oros, Scott Holsopple, Dan Watanapongse | 95.36 |
| 2 | Edelman Financial Engines | Under $500K | Santa Clara, Calif. | Jay Shah, Suzanne van Staveren, Kelly O'Donnell | 94.86 |
| 3 | Wealth Enhancement Advisory Services | Under $500K | Plymouth, Minn. | Jeff Dekko, Jim Cahn, Kelly Windorski | 94.81 |
| 4 | Creative Planning | $500K–$999K | Overland Park, Kan. | Peter Mallouk, Lee Richardson, Jonathan Knapp | 94.76 |
| 5 | Captrust | $1 mil–$10 mil | Raleigh, N.C. | J. Fielding Miller, Ben Goldstein, Wilson Hoyle | 94.56 |
| 6 | Mariner Wealth Advisors | $1 mil–$10 mil | Overland Park, Kan. | Marty Bicknell, Cheryl Bicknell, Todd Cassler | 94.31 |
| 7 | Cresset | Over $10 mil | Chicago | Avy Stein, Eric Becker, Liz Nesvold | 94.18 |
| 8 | CIBC Private Wealth | $1 mil–$10 mil | Atlanta | John S. "Jack" Markwalter Jr., Bruce D. Katz, Diana K. Vasquez | 93.55 |
| 9 | Private Advisor Group | Under $500K | Morristown, N.J. | Frank Smith, Patrick Sullivan, John Hyland | 93.3 |
| 10 | Mercer Advisors | $1 mil–$10 mil | Denver | Dave Welling, Daniel Gourvitch, Michael Henry | 93.3 |
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