Navigating the Financial Advisor Landscape: Top Firms by Regulatory Assets Under Management

When it comes to preparing your financial situation for retirement, seeking the help of a financial advisor may be a wise decision. However, with a plethora of options available, including robo-advisors, it can be challenging to choose the right one. To help you navigate the financial advisor landscape, we have compiled data from the biggest registered investment advisers (RIAs) in the US and organized them by total regulatory assets under management.

One of the top financial advisor firms on our list is Cambridge Associates, with $282 billion in total regulatory assets under management. The firm offers a range of services, including financial planning, portfolio management, pension consulting, and more. Fisher Investments, with $235.9 billion in assets under management, is another notable firm that provides financial planning services for individuals, small businesses, and institutional investors.

Hall Capital Partners, Pathstone, Moneta Group Investment Advisors, Jasper Ridge Partners, Silvercrest Asset Management Group, BBR Partners, Savant Wealth Management, and IEQ Capital are also among the top financial advisor firms based on their total regulatory assets under management.

When looking for a financial advisor, it’s essential to consider factors such as their independence, licensing, investment philosophy, and specialization. Additionally, understanding the fee structure and compensation of an advisor is crucial in making an informed decision.

Whether you’re planning for retirement, managing financial events, or making investment decisions, a financial advisor can provide valuable guidance tailored to your individual needs. By following the right steps and asking the necessary questions, you can find the best financial advisor to help you achieve your financial goals.