January 23, 2024
Welcome to the inaugural investor.com Annual Awards 2024, recognizing the Best Financial Advisor Firms.
Our experts spent more than six months researching and analyzing our database of 17,000+ U.S. financial advisor firms. Investor.com’s Annual Awards 2024 spotlight winners for Best Financial Advisor Firms across three categories:
- Best Financial Advisor Firms Serving Everyday Americans
→ These award-winning firms focus on middle-income clients. - Best Financial Advisor Firms Serving High Net Worth Clients
→ These best-of firms focus on wealthier clients. - Best Hybrid Financial Advisor Firms
→ These companies are the best of the best among so-called “hybrid” firms — companies that are both registered investment advisors and broker-dealers.
All of the award-winning firms met the following criteria:
- They have spotless records — that is, no disciplinary history at all.
- They report minimal conflicts of interest (based on the conflicts of interest we track*).
- They are established businesses, with a record of being in business for five years or more.
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Data as of Dec. 3, 2023
*Data covers the following conflicts of interest: attorney conflict, broker-dealer conflict (this conflict is allowed for the “Best Hybrid Firms" award), commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary investments, soft-dollar benefit conflict (this conflict is allowed for the “Best Hybrid Firms" award). See our Trust Algorithm for more on the conflicts and disciplinary history we track in our database.