Personal Finance
Top 10 Wealth Management Firms of 2025
Plus, learn how fiduciary wealth managers may be able to help grow and preserve your wealth.
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, SmartAsset identified these financial advisor firms as among the top 10 financial advisor firms in the U.S.
- CAPTRUST (Assets Managed: $1,083,051,008,644)
- Fisher Investments (Assets Managed: $298,729,428,900)
- Cerity Partners (Assets Managed: $122,848,693,051)
- Wealth Enhancement (Assets Managed: $94,632,028,506)
- Corient (Assets Managed: $143,628,532,902)
- Pathstone The Family Office (Assets Managed: $100,444,137,501)
- Summit Rock Advisors (Assets Managed: $23,509,946,934)
- NFP, an Aon company (Assets Managed: $118,031,461,765)
- GW&K (Assets Managed: $52,933,746,966)
- Moneta (Assets Managed: $42,795,577,115)
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 SmartAsset, in which SmartAsset 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. SmartAsset is not a client of the aforementioned firms. SmartAsset 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 SmartAsset’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.
Legally Committed to Your Financial Success
SmartAsset 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 SmartAsset Guarantee
SmartAsset'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.
Why Work With an Advisor?
It could be more important now than ever to review your retirement plan with a fiduciary financial advisor. Here’s why: The pandemic has shown us just how quickly decades of planning, investing and saving can potentially be completely upended. This may mean your current financial plan could potentially leave you without enough money to last your retirement.
Additionally, emotionally-charged decisions to sell off large quantities of stocks or other investments could lock in any potential losses, removing any chance for potential future growth.
SmartAsset’s latest proprietary model reveals that working with a financial advisor could potentially add from 36% to 212% more dollar value to investors’ portfolios over a lifetime, depending on multiple unique, individual factors.¹
A 2023 Northwestern Mutual study found that 66% of U.S. adults admit their financial planning needs improvement. However, only 37% of Americans work with a financial advisor.²
Find a Financial Advisor
This is a hypothetical example and is not representative of any specific security. Actual results when working with a financial advisor will vary.
This scenario is for illustrative purposes only and does not represent an actual client. Results may vary.
This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States). The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.
SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.
We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.
Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.
Sources:
1. “The Value of a Financial Advisor: What’s It Really Worth?” SmartAsset (Nov. 2024)
2. “Planning and Progress”, Northwestern Mutual (2023)
