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.<\/p>\n
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.<\/p>\n
| RANK<\/th> | FIRM<\/th> | MEDIAN ACCOUNT SIZE<\/th> | LOCATION<\/th> | TOP EXECUTIVES<\/th> | SCORE<\/th>\n<\/tr>\n<\/thead>\n |
|---|---|---|---|---|---|
| 1<\/td> | Hightower<\/td> | $500K\u2013$999K<\/td> | Chicago<\/td> | Bob Oros, Scott Holsopple, Dan Watanapongse<\/td> | 95.36<\/td>\n<\/tr>\n |
| 2<\/td> | Edelman Financial Engines<\/td> | Under $500K<\/td> | Santa Clara, Calif.<\/td> | Jay Shah, Suzanne van Staveren, Kelly O'Donnell<\/td> | 94.86<\/td>\n<\/tr>\n |
| 3<\/td> | Wealth Enhancement Advisory Services<\/td> | Under $500K<\/td> | Plymouth, Minn.<\/td> | Jeff Dekko, Jim Cahn, Kelly Windorski<\/td> | 94.81<\/td>\n<\/tr>\n |
| 4<\/td> | Creative Planning<\/td> | $500K\u2013$999K<\/td> | Overland Park, Kan.<\/td> | Peter Mallouk, Lee Richardson, Jonathan Knapp<\/td> | 94.76<\/td>\n<\/tr>\n |
| 5<\/td> | Captrust<\/td> | $1 mil\u2013$10 mil<\/td> | Raleigh, N.C.<\/td> | J. Fielding Miller, Ben Goldstein, Wilson Hoyle<\/td> | 94.56<\/td>\n<\/tr>\n |
| 6<\/td> | Mariner Wealth Advisors<\/td> | $1 mil\u2013$10 mil<\/td> | Overland Park, Kan.<\/td> | Marty Bicknell, Cheryl Bicknell, Todd Cassler<\/td> | 94.31<\/td>\n<\/tr>\n |
| 7<\/td> | Cresset<\/td> | Over $10 mil<\/td> | Chicago<\/td> | Avy Stein,\u00a0Eric Becker, Liz Nesvold<\/td> | 94.18<\/td>\n<\/tr>\n |
| 8<\/td> | CIBC Private Wealth<\/td> | $1 mil\u2013$10 mil<\/td> | Atlanta<\/td> | John S. \"Jack\" Markwalter Jr., Bruce D. Katz, Diana K. Vasquez<\/td> | 93.55<\/td>\n<\/tr>\n |
| 9<\/td> | Private Advisor Group<\/td> | Under $500K<\/td> | Morristown, N.J.<\/td> | Frank Smith,\u00a0Patrick Sullivan, John Hyland<\/td> | 93.3<\/td>\n<\/tr>\n |
| 10<\/td> | Mercer Advisors<\/td> | $1 mil\u2013$10 mil<\/td> | Denver<\/td> | Dave Welling, Daniel Gourvitch, Michael Henry<\/td> | 93.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n |