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",{"type":18,"attrs":3646,"content":3647},{"textAlign":34},[3648],{"text":3649,"type":22},"Advisors construct diversified portfolios using a mix of stocks, bonds, ETFs, mutual funds, and alternative investments.",{"type":18,"attrs":3651,"content":3652},{"textAlign":34},[3653],{"text":3654,"type":22},"The firm takes a holistic approach, factoring in tax considerations, legacy planning, and liquidity needs, with ongoing portfolio monitoring and adjustments over time.",{"_uid":3656,"text":3657,"title":1271,"component":1209},"1ba12fc5-a28b-4e2f-ac74-85249a3ea523",{"type":15,"content":3658},[3659],{"type":875,"content":3660},[3661,3668,3675,3682],{"type":774,"content":3662},[3663],{"type":18,"attrs":3664,"content":3665},{"textAlign":34},[3666],{"text":3667,"type":22},"Wide range of financial planning and wealth management services",{"type":774,"content":3669},[3670],{"type":18,"attrs":3671,"content":3672},{"textAlign":34},[3673],{"text":3674,"type":22},"Customized, goal-based investment strategies",{"type":774,"content":3676},[3677],{"type":18,"attrs":3678,"content":3679},{"textAlign":34},[3680],{"text":3681,"type":22},"Team-based advisory model",{"type":774,"content":3683},[3684],{"type":18,"attrs":3685,"content":3686},{"textAlign":34},[3687],{"text":3688,"type":22},"Fiduciary standard",{"_uid":3690,"text":3691,"title":1284,"component":1209},"8a4081eb-6b3f-4d88-879b-6e4c041ee74f",{"type":15,"content":3692},[3693],{"type":875,"content":3694},[3695,3702,3709],{"type":774,"content":3696},[3697],{"type":18,"attrs":3698,"content":3699},{"textAlign":34},[3700],{"text":3701,"type":22},"High minimum investment requirement ",{"type":774,"content":3703},[3704],{"type":18,"attrs":3705,"content":3706},{"textAlign":34},[3707],{"text":3708,"type":22},"Fees can be relatively high ",{"type":774,"content":3710},[3711],{"type":18,"attrs":3712,"content":3713},{"textAlign":34},[3714],{"text":3715,"type":22},"Additional costs may apply, such as custodial, brokerage, or third-party manager fees",{"_uid":3717,"link":3718,"title":3719,"component":1289},"7705d832-da1d-4a43-a77b-c62f985d215e","https://www.unbiased.com/discover/financial-advice/creative-planning-review","Learn more about Creative Planning",{"id":3721,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":3722,"copyright":12,"fieldtype":1293,"meta_data":3723,"is_external_url":543},16062615,"https://a.storyblok.com/f/185166/2632x1800/5449d84832/creative-planning-review.webp",{},"Popular with high-net-worth clients seeking comprehensive, advisor-led wealth management.","Not sure if Creative Planning suits your needs? Let Unbiased find a financial advisor that does.",{"_uid":3727,"data":3728,"component":861},"b060ff55-4e87-4816-a5da-33670e97061c",{"type":15,"content":3729},[3730,3735,3740],{"type":763,"attrs":3731,"content":3732},{"level":765,"textAlign":34},[3733],{"text":3734,"type":22},"Top 50 Financial Advisors companies & firms",{"type":18,"attrs":3736,"content":3737},{"textAlign":34},[3738],{"text":3739,"type":22},"The top financial advisor companies & firms manage large amounts of client assets and provide services such as investment advice and financial planning. ",{"type":18,"attrs":3741,"content":3742},{"textAlign":34},[3743],{"text":3744,"type":22},"The table below lists 50 leading financial advisor firms, including their assets under management (AUM) and headquarters.",{"_uid":3746,"caption":12,"content":3747,"component":3765,"show_search":558,"paste_content":3766,"number_of_rows":4168,"show_pagination":558,"hide_heading_row":543,"search_placeholder":4169,"first_col_to_headings":543},"de0fdfff-e029-4867-8d34-88f4f93c1aab",{"tbody":3748,"thead":3758,"fieldtype":3764},[3749],{"_uid":3750,"body":3751,"component":3757},"ad86d5f1-77d8-4b6e-a7f1-94f4258845be",[3752,3755],{"_uid":3753,"value":12,"component":3754},"5b9e87b2-bd25-4e46-a99b-db183c69ea75","_table_col",{"_uid":3756,"value":12,"component":3754},"e14e69a4-3f92-40d5-b227-5082ad2deeb7","_table_row",[3759,3762],{"_uid":3760,"value":12,"component":3761},"47b9ea64-a38b-424a-8ea0-0d68d52cf759","_table_head",{"_uid":3763,"value":12,"component":3761},"ddecd4e5-cfee-4e8b-96ba-af6e69ccde86","table","article-table",{"type":15,"content":3767},[3768],{"type":18,"attrs":3769,"content":3770},{"textAlign":34},[3771,3773,3779,3781,3787,3789,3795,3797,3803,3805,3810,3812,3818,3820,3826,3828,3834,3836,3842,3844,3850,3852,3858,3860,3864,3866,3872,3874,3880,3882,3888,3890,3894,3896,3902,3904,3908,3910,3914,3916,3922,3924,3930,3932,3938,3940,3946,3948,3953,3955,3960,3962,3966,3968,3974,3976,3982,3984,3990,3992,3998,4000,4012,4014,4020,4022,4034,4036,4041,4043,4049,4051,4057,4059,4065,4067,4073,4075,4081,4083,4089,4091,4103,4105,4111,4113,4119,4121,4127,4129,4135,4137,4143,4145,4151,4153,4158,4160,4166],{"text":3772,"type":22}," \tCompany\tAUM\tHeadquarters\n1\t",{"text":3774,"type":22,"marks":3775},"Ameriprise Financial Services",[3776],{"type":31,"attrs":3777},{"href":3778,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/ameriprise-financial-services-review",{"text":3780,"type":22},"\t1.17 trillion\tMinnesota\n2\t",{"text":3782,"type":22,"marks":3783},"Baird Wealth Management",[3784],{"type":31,"attrs":3785},{"href":3786,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/baird-wealth-management",{"text":3788,"type":22},"\t355.00 billion\tWisconsin\n3\t",{"text":3790,"type":22,"marks":3791},"Bank of America Wealth Management",[3792],{"type":31,"attrs":3793},{"href":3794,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/bank-of-america-wealth-management",{"text":3796,"type":22},"\t3.37 trillion\tNew York\n4\t",{"text":3798,"type":22,"marks":3799},"Betterment",[3800],{"type":31,"attrs":3801},{"href":3802,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/betterment-financial-advisor",{"text":3804,"type":22},"\t45.00 billion\tNew York\n5\t",{"text":2743,"type":22,"marks":3806},[3807],{"type":31,"attrs":3808},{"href":3809,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/redirects/discover/financial-advice/blackrock-review",{"text":3811,"type":22},"\t10.01 trillion\tNew York\n6\t",{"text":3813,"type":22,"marks":3814},"BMO Wealth Management",[3815],{"type":31,"attrs":3816},{"href":3817,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/bmo-wealth-management-review",{"text":3819,"type":22},"\t5.70 billion\tIllinois\n7\t",{"text":3821,"type":22,"marks":3822},"Brinker Capital",[3823],{"type":31,"attrs":3824},{"href":3825,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/brinker-capital-review",{"text":3827,"type":22},"\t53.00 billion\tPennsylvania\n8\t",{"text":3829,"type":22,"marks":3830},"Cambridge Investment Research",[3831],{"type":31,"attrs":3832},{"href":3833,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/cambridge-investment-research-review",{"text":3835,"type":22},"\t100.00 billion\tIowa\n9\t",{"text":3837,"type":22,"marks":3838},"Capital One Advisors",[3839],{"type":31,"attrs":3840},{"href":3841,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/capital-one-advisors-review",{"text":3843,"type":22},"\t900.00 million\tVirginia\n10\t",{"text":3845,"type":22,"marks":3846},"CAPTRUST Financial Advisors",[3847],{"type":31,"attrs":3848},{"href":3849,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/captrust-financial-advisors",{"text":3851,"type":22},"\t1.00 trillion\tNorth Carolina\n11\t",{"text":3853,"type":22,"marks":3854},"Certiy Partners Financial Advisors",[3855],{"type":31,"attrs":3856},{"href":3857,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/certiy-partners-financial-advisors",{"text":3859,"type":22},"\t53.30 billion\tNew York\n12\t",{"text":2976,"type":22,"marks":3861},[3862],{"type":31,"attrs":3863},{"href":3269,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":3865,"type":22},"\t7.13 trillion\tTexas\n13\t",{"text":3867,"type":22,"marks":3868},"Citi Personal Wealth Management",[3869],{"type":31,"attrs":3870},{"href":3871,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/citi-personal-wealth-management-review",{"text":3873,"type":22},"\t34.86 billion\tNew York\n14\t",{"text":3875,"type":22,"marks":3876},"Citizens Investment Services",[3877],{"type":31,"attrs":3878},{"href":3879,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/citizens-investment-services-review",{"text":3881,"type":22},"\t0.48 million\tRhode Island\n15\t",{"text":3883,"type":22,"marks":3884},"Corient Financial Advisors",[3885],{"type":31,"attrs":3886},{"href":3887,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/corient-financial-advisors",{"text":3889,"type":22},"\t164.00 billion\tFlorida\n16\t",{"text":857,"type":22,"marks":3891},[3892],{"type":31,"attrs":3893},{"href":3718,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":3895,"type":22},"\t245.00 billion\tKansas\n17\t",{"text":3897,"type":22,"marks":3898},"CWM Financial Advisors",[3899],{"type":31,"attrs":3900},{"href":3901,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/cwm-financial-advisors",{"text":3903,"type":22},"\t198.10 million\tNevada\n18\t",{"text":847,"type":22,"marks":3905},[3906],{"type":31,"attrs":3907},{"href":3491,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":3909,"type":22},"\t291.00 billion\tCalifornia\n19\t",{"text":2487,"type":22,"marks":3911},[3912],{"type":31,"attrs":3913},{"href":2718,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":3915,"type":22},"\t1.80 trillion\tMissouri\n20\t",{"text":3917,"type":22,"marks":3918},"Ellevest Financial Advisors",[3919],{"type":31,"attrs":3920},{"href":3921,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/ellevest-financial-advisors",{"text":3923,"type":22},"\t2.00 billion\tNew York\n21\t",{"text":3925,"type":22,"marks":3926},"Empower Financial Advisors",[3927],{"type":31,"attrs":3928},{"href":3929,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/empower-financial-advisors",{"text":3931,"type":22},"\t340.40 million\tColorado\n22\t",{"text":3933,"type":22,"marks":3934},"Equitable Advisors",[3935],{"type":31,"attrs":3936},{"href":3937,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/equitable-advisors-review",{"text":3939,"type":22},"\t1.03 trillion\tNew York\n23\t",{"text":3941,"type":22,"marks":3942},"Evoke Advisors",[3943],{"type":31,"attrs":3944},{"href":3945,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/evoke-advisors",{"text":3947,"type":22},"\t10.20 billion\tCalifornia\n24\t",{"text":3949,"type":22,"marks":3950},"Facet",[3951],{"type":31,"attrs":3952},{"href":1879,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":3954,"type":22},"\t1.70 billion\tMaryland\n25\t",{"text":982,"type":22,"marks":3956},[3957],{"type":31,"attrs":3958},{"href":3959,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/fidelity-financial-advisor",{"text":3961,"type":22},"\t4.90 trillion\tMassachusetts\n26\t",{"text":787,"type":22,"marks":3963},[3964],{"type":31,"attrs":3965},{"href":1560,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":3967,"type":22},"\t276.00 billion\tTexas\n27\t",{"text":3969,"type":22,"marks":3970},"Goldman Sachs Private Wealth",[3971],{"type":31,"attrs":3972},{"href":3973,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/goldman-sachs-private-wealth-management-review",{"text":3975,"type":22},"\t222.00 billion\tNew York\n28\t",{"text":3977,"type":22,"marks":3978},"GW&K Investment Management",[3979],{"type":31,"attrs":3980},{"href":3981,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/gwk-investment-management-financial-advisors",{"text":3983,"type":22},"\t48.00 billion\tMassachusetts\n29\t",{"text":3985,"type":22,"marks":3986},"Hall Capital Partners",[3987],{"type":31,"attrs":3988},{"href":3989,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/hall-capital-partners-financial-advisors",{"text":3991,"type":22},"\t46.70 billion\tCalifornia\n30\t",{"text":3993,"type":22,"marks":3994},"Harness Wealth",[3995],{"type":31,"attrs":3996},{"href":3997,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/harness-wealth-financial-advisors",{"text":3999,"type":22},"\tN/A\tNew York\n31\t",{"text":4001,"type":22,"marks":4002},"Hightower Advisors",[4003],{"type":31,"attrs":4004},{"href":4005,"uuid":4006,"anchor":34,"target":35,"linktype":74,"story":4007},"/discover/financial-advice/hightower-advisors-review","2bbcc8b4-69a0-42cd-bdd0-8799e67c2b3e",{"name":4008,"id":4009,"uuid":4006,"slug":4010,"url":4011,"full_slug":4011,"_stopResolving":558},"Hightower Advisors Review",108815578809135,"hightower-advisors-review","discover/financial-advice/hightower-advisors-review",{"text":4013,"type":22},"\t130.80 billion\tIllinois\n32\t",{"text":4015,"type":22,"marks":4016},"JP Morgan Personal 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York\n35\t",{"text":4044,"type":22,"marks":4045},"Merrill Lynch",[4046],{"type":31,"attrs":4047},{"href":4048,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/merrill-lynch-financial-advisors",{"text":4050,"type":22},"\t1.09 trillion\tNew York\n36\t",{"text":4052,"type":22,"marks":4053},"Moneta Group",[4054],{"type":31,"attrs":4055},{"href":4056,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/moneta-group-financial-advisors",{"text":4058,"type":22},"\t37.40 billion\tMissouri\n37\t",{"text":4060,"type":22,"marks":4061},"Morgan Stanley Private Wealth",[4062],{"type":31,"attrs":4063},{"href":4064,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/morgan-stanley-private-wealth",{"text":4066,"type":22},"\t5.70 trillion\tNew York\n38\t",{"text":4068,"type":22,"marks":4069},"NFP 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Inc",[4086],{"type":31,"attrs":4087},{"href":4088,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/oppenheimer-co-inc-review",{"text":4090,"type":22},"\t36.80 billion\tNew York\n41\t",{"text":4092,"type":22,"marks":4093},"Raymond James Financial",[4094],{"type":31,"attrs":4095},{"href":4096,"uuid":4097,"anchor":34,"target":35,"linktype":74,"story":4098},"/discover/financial-advice/raymond-james-review","8dd58286-a39f-494e-9e9f-f01581631cd1",{"name":4099,"id":4100,"uuid":4097,"slug":4101,"url":4102,"full_slug":4102,"_stopResolving":558},"raymond james review",668602669,"raymond-james-review","discover/financial-advice/raymond-james-review",{"text":4104,"type":22},"\t215.00 billion\tFlorida\n42\t",{"text":4106,"type":22,"marks":4107},"Rothschild & Co Wealth Advisors",[4108],{"type":31,"attrs":4109},{"href":4110,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/rothschild-co-wealth-advisors",{"text":4112,"type":22},"\t120.00 billion\tNew York\n43\t",{"text":4114,"type":22,"marks":4115},"State Street Global Advisors",[4116],{"type":31,"attrs":4117},{"href":4118,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/state-street-global-advisors",{"text":4120,"type":22},"\t3.60 trillion\tMassachusetts\n44\tStifel Financial Corp\t436.00 billion\tMissouri\n45\t",{"text":4122,"type":22,"marks":4123},"Summit Rock",[4124],{"type":31,"attrs":4125},{"href":4126,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/summit-rock-financial-advisors",{"text":4128,"type":22},"\t19.90 billion\tNew York\n46\t",{"text":4130,"type":22,"marks":4131},"T. Rowe Price",[4132],{"type":31,"attrs":4133},{"href":4134,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/troweprice",{"text":4136,"type":22},"\t1.63 trillion\tMaryland\n47\t",{"text":4138,"type":22,"marks":4139},"Treasury Partners",[4140],{"type":31,"attrs":4141},{"href":4142,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/treasury-partners-financial-advisors",{"text":4144,"type":22},"\t24.70 billion\tNew York\n48\t",{"text":4146,"type":22,"marks":4147},"UBS Wealth Management",[4148],{"type":31,"attrs":4149},{"href":4150,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/ubs-wealth-management",{"text":4152,"type":22},"\t5.00 trillion\tNew York\n49\t",{"text":4154,"type":22,"marks":4155},"Vanguard",[4156],{"type":31,"attrs":4157},{"href":2153,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":4159,"type":22},"\t9.30 trillion\tPennsylvania\n50\t",{"text":4161,"type":22,"marks":4162},"Wells Fargo Financial Advisors",[4163],{"type":31,"attrs":4164},{"href":4165,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/wells-fargo-financial-advisors",{"text":4167,"type":22},"\t558.50 billion\tMissouri","10","Search by name",{"_uid":4171,"data":4172,"component":861},"60018c30-bcbe-416c-9c12-1fcc7f443bab",{"type":15,"content":4173},[4174,4183,4204,4224,4231,4251,4260,4280,4287,4404,4411,4415,4419],{"type":763,"attrs":4175,"content":4176},{"level":765},[4177],{"text":4178,"type":22,"marks":4179},"How to choose a financial advisor firm ",[4180,4181],{"type":38},{"type":129,"attrs":4182},{"color":12},{"type":18,"content":4184},[4185,4190,4199],{"text":4186,"type":22,"marks":4187},"In 2023, the US financial advisory services market was ",[4188],{"type":129,"attrs":4189},{"color":12},{"text":4191,"type":22,"marks":4192},"worth over $57 trillion",[4193,4197],{"type":31,"attrs":4194},{"href":4195,"uuid":34,"anchor":34,"target":4196,"linktype":36},"https://www.statista.com/outlook/fmo/wealth-management/financial-advisory/united-states#:~:text=Assets%20under%20Management%20in%20the,US%2480.87tn%20by%202027.","_blank",{"type":129,"attrs":4198},{"color":12},{"text":4200,"type":22,"marks":4201}," and it's projected to grow to over $99 trillion by 2029.",[4202],{"type":129,"attrs":4203},{"color":12},{"type":18,"content":4205},[4206,4211,4219],{"text":4207,"type":22,"marks":4208},"However, with so many renowned firms to choose from, ",[4209],{"type":129,"attrs":4210},{"color":12},{"text":4212,"type":22,"marks":4213},"selecting the best financial advisor",[4214,4217],{"type":31,"attrs":4215},{"href":4216,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/how-to-choose-the-right-financial-advisor",{"type":129,"attrs":4218},{"color":12},{"text":4220,"type":22,"marks":4221}," for your needs can be a challenge.  ",[4222],{"type":129,"attrs":4223},{"color":12},{"type":18,"content":4225},[4226],{"text":4227,"type":22,"marks":4228},"The best financial advisor firms are those with plenty of experience, a diverse group of industry experts, and a wide range of financial services to offer clients.  ",[4229],{"type":129,"attrs":4230},{"color":12},{"type":18,"content":4232},[4233,4238,4246],{"text":4234,"type":22,"marks":4235},"Financial advisory firms offer advice, strategy, and guidance in the fields of investment, savings, financial management, and ",[4236],{"type":129,"attrs":4237},{"color":12},{"text":4239,"type":22,"marks":4240},"long-term",[4241,4244],{"type":31,"attrs":4242},{"href":4243,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/investing/investing-for-the-short-v-long-term",{"type":129,"attrs":4245},{"color":12},{"text":4247,"type":22,"marks":4248}," wealth building.  ",[4249],{"type":129,"attrs":4250},{"color":12},{"type":763,"attrs":4252,"content":4253},{"level":765},[4254],{"text":4255,"type":22,"marks":4256},"Which is the best financial advisory firm for me? ",[4257,4258],{"type":38},{"type":129,"attrs":4259},{"color":12},{"type":18,"content":4261},[4262,4267,4275],{"text":4263,"type":22,"marks":4264},"The best financial advisor firm ultimately depends on what your ",[4265],{"type":129,"attrs":4266},{"color":12},{"text":4268,"type":22,"marks":4269},"needs",[4270,4273],{"type":31,"attrs":4271},{"href":4272,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.unbiased.com/discover/financial-advice/do-i-need-financial-advice",{"type":129,"attrs":4274},{"color":12},{"text":4276,"type":22,"marks":4277}," are as a client.  ",[4278],{"type":129,"attrs":4279},{"color":12},{"type":18,"content":4281},[4282],{"text":4283,"type":22,"marks":4284},"Any of the above firms will likely meet your needs, but some will be more compatible with you than others. You can use the factors listed below to determine which you should choose.  ",[4285],{"type":129,"attrs":4286},{"color":12},{"type":875,"content":4288},[4289,4329,4349,4369,4389],{"type":774,"content":4290},[4291],{"type":18,"content":4292},[4293,4299,4304,4318,4323],{"text":4294,"type":22,"marks":4295},"Budget – ",[4296,4297],{"type":38},{"type":129,"attrs":4298},{"color":12},{"text":4300,"type":22,"marks":4301},"Naturally, each firm has its own ",[4302],{"type":129,"attrs":4303},{"color":12},{"text":4305,"type":22,"marks":4306},"pricing",[4307,4316],{"type":31,"attrs":4308},{"href":4309,"uuid":4310,"anchor":34,"target":35,"linktype":74,"story":4311},"/discover/financial-advice/financial-advisor-cost","9b71003b-ba36-4549-b326-ca10600698b2",{"name":4312,"id":4313,"uuid":4310,"slug":4314,"url":4315,"full_slug":4315,"_stopResolving":558},"How much should financial advice cost?",381737504,"financial-advisor-cost","discover/financial-advice/financial-advisor-cost",{"type":129,"attrs":4317},{"color":12},{"text":4319,"type":22,"marks":4320}," systems to consider. The bigger your budget, the more services and expert guidance you can afford.",[4321],{"type":129,"attrs":4322},{"color":12},{"text":4324,"type":22,"marks":4325},"  ",[4326,4327],{"type":38},{"type":129,"attrs":4328},{"color":12},{"type":774,"content":4330},[4331],{"type":18,"content":4332},[4333,4339,4344],{"text":4334,"type":22,"marks":4335},"Communication style – ",[4336,4337],{"type":38},{"type":129,"attrs":4338},{"color":12},{"text":4340,"type":22,"marks":4341},"People typically work with their chosen financial advisor over a number of years throughout all of life’s big events. Therefore, it’s key that you choose someone you get along with and with whom you can easily communicate.",[4342],{"type":129,"attrs":4343},{"color":12},{"text":4324,"type":22,"marks":4345},[4346,4347],{"type":38},{"type":129,"attrs":4348},{"color":12},{"type":774,"content":4350},[4351],{"type":18,"content":4352},[4353,4359,4364],{"text":4354,"type":22,"marks":4355},"Service requirement – ",[4356,4357],{"type":38},{"type":129,"attrs":4358},{"color":12},{"text":4360,"type":22,"marks":4361},"Some firms specialize in certain services, so it's best to pick one with a high level of experience in your field of interest.",[4362],{"type":129,"attrs":4363},{"color":12},{"text":4324,"type":22,"marks":4365},[4366,4367],{"type":38},{"type":129,"attrs":4368},{"color":12},{"type":774,"content":4370},[4371],{"type":18,"content":4372},[4373,4379,4384],{"text":4374,"type":22,"marks":4375},"Advice delivery – ",[4376,4377],{"type":38},{"type":129,"attrs":4378},{"color":12},{"text":4380,"type":22,"marks":4381},"Financial advisor firms have different communication and customer management styles. Pick one that delivers advice in a way you find comfortable and easy to understand.",[4382],{"type":129,"attrs":4383},{"color":12},{"text":4324,"type":22,"marks":4385},[4386,4387],{"type":38},{"type":129,"attrs":4388},{"color":12},{"type":774,"content":4390},[4391],{"type":18,"content":4392},[4393,4399],{"text":4394,"type":22,"marks":4395},"Experience level – ",[4396,4397],{"type":38},{"type":129,"attrs":4398},{"color":12},{"text":4400,"type":22,"marks":4401},"If you need high-level advice and input, you’ll want to opt for a firm with more experience in its field. Smaller, less seasoned companies can easily handle lower-stakes financial management like savings and retirement.",[4402],{"type":129,"attrs":4403},{"color":12},{"type":763,"attrs":4405,"content":4406},{"level":765},[4407],{"text":4408,"type":22,"marks":4409},"Get matched with a financial advisor ",[4410],{"type":38},{"type":18,"content":4412},[4413],{"text":4414,"type":22},"Looking through the best companies for financial advisors in the US is a great method for finding one that meets all your needs and expectations.",{"type":18,"content":4416},[4417],{"text":4418,"type":22},"Not all financial advisors or firms are the same, and knowing what the different specialties are is important for your financial future and long-term security. ",{"type":18,"content":4420},[4421,4425,4432],{"text":4422,"type":22,"marks":4423},"If you would like to learn more about financial management and get expert financial advice, let Unbiased ",[4424],{"type":38},{"text":4426,"type":22,"marks":4427},"match you with a financial advisor",[4428,4431],{"type":31,"attrs":4429},{"href":4430,"uuid":34,"anchor":34,"target":4196,"linktype":36},"https://v2.unbiased.com/inquiry/financial-advisor?_gl=1%2aarst9y%2a_ga%2aMjEwOTg3MTczOC4xNjk3NDQ0NjE5%2a_ga_2L93GWDPD4%2aMTcwMDY2NzE3MS4yMi4xLjE3MDA2NjcyMTUuMTYuMC4w",{"type":38},{"text":4433,"type":22,"marks":4434}," that suits your needs. ",[4435],{"type":38},{"_uid":4437,"text":4438,"component":4439},"8a5ae6e6-7e4d-422b-9931-222b5556592f","Frequently asked questions","article-subheading",{"_uid":4441,"component":864,"accordions":4442},"637615c9-df85-4145-a818-234b01c17280",[4443,4466,4485,4507,4533,4565,4577,4594,4626,4664,4718],{"_uid":4444,"text":4445,"title":4465,"component":956},"d0a9cb7b-237e-432d-8523-c8b7a4ab83e6",{"type":15,"content":4446},[4447,4451,4458],{"type":18,"content":4448},[4449],{"text":4450,"type":22},"A financial advisor is a person who offers professional, comprehensive advice and guidance on personal financial management.",{"type":18,"content":4452},[4453],{"text":4454,"type":22,"marks":4455},"Financial advisors can provide advice across an extremely broad spectrum of different finance-related situations.",[4456],{"type":129,"attrs":4457},{"color":12},{"type":18,"content":4459},[4460],{"text":4461,"type":22,"marks":4462},"However, some of the most common areas of expertise include long-term savings, investment strategies, retirement planning, financial recovery after a divorce or life-changing event, goal setting, estate management, taxes, and mutual fund trading.",[4463],{"type":129,"attrs":4464},{"color":12},"What does a financial advisor do?",{"_uid":4467,"text":4468,"title":4484,"component":956},"920b73e9-0346-45d5-84ad-4230e9232f03",{"type":15,"content":4469},[4470,4477],{"type":18,"content":4471},[4472],{"text":4473,"type":22,"marks":4474},"There are many instances in which you need financial advisor services. It could be due to pursuing a particular financial goal or simply ensuring your future is financially secure.",[4475],{"type":129,"attrs":4476},{"color":12},{"type":18,"content":4478},[4479],{"text":4480,"type":22,"marks":4481},"Some situations where seeking a financial advisor’s advice is advisable include planning for retirement, starting or building your investment portfolio, estate planning, college planning, developing a tax strategy, managing your savings, going through a divorce, or if you want professional guidance when making a big financial decision.",[4482],{"type":129,"attrs":4483},{"color":12},"Do I need a financial advisor?",{"_uid":4486,"text":4487,"title":4506,"component":956},"4ef1576c-c4bc-4c5f-bc73-a3b99e51335e",{"type":15,"content":4488},[4489],{"type":18,"attrs":4490,"content":4491},{"textAlign":34},[4492,4494,4498,4500,4504],{"text":4493,"type":22},"A ",{"text":4495,"type":22,"marks":4496},"fiduciary advisor",[4497],{"type":38},{"text":4499,"type":22}," is legally required to act in your best interest when giving financial advice. A ",{"text":4501,"type":22,"marks":4502},"non-fiduciary advisor",[4503],{"type":38},{"text":4505,"type":22}," may only need to recommend investments that are suitable for you, even if they are not the best option available.","What is the difference between a fiduciary and a non-fiduciary advisor?",{"_uid":4508,"text":4509,"title":4532,"component":956},"abf35b11-51b4-4f4c-84d4-002d16851924",{"type":15,"content":4510},[4511,4518,4525],{"type":18,"content":4512},[4513],{"text":4514,"type":22,"marks":4515},"There are plenty of things to consider when searching for a financial advisor.",[4516],{"type":129,"attrs":4517},{"color":12},{"type":18,"content":4519},[4520],{"text":4521,"type":22,"marks":4522},"Alongside factors like cost and how much capital you have to invest, it can be helpful to know what sort of service you’ll be seeking out.",[4523],{"type":129,"attrs":4524},{"color":12},{"type":18,"content":4526},[4527],{"text":4528,"type":22,"marks":4529},"You should also ensure your financial advisor serves as a fiduciary, meaning they are required by law to put their client's interests first.",[4530],{"type":129,"attrs":4531},{"color":12},"What should I look for in a financial advisor?",{"_uid":4534,"text":4535,"title":4564,"component":956},"ea9476c8-6c61-4407-974c-697a9a0176a7",{"type":15,"content":4536},[4537,4557],{"type":18,"content":4538},[4539,4544,4552],{"text":4540,"type":22,"marks":4541},"There is no one-size-fits-all for ",[4542],{"type":129,"attrs":4543},{"color":12},{"text":4545,"type":22,"marks":4546},"financial advisor fees",[4547,4550],{"type":31,"attrs":4548},{"href":4549,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/financial-advice/how-much-should-financial-advice-cost",{"type":129,"attrs":4551},{"color":12},{"text":4553,"type":22,"marks":4554},". Each financial advisor or advisory firm sets their own rates based on experience, resources, specialization, and skill level. The amount can also vary depending on if the advisor is independent or an employee of a financial advisory firm. The fee structure typically used includes hourly fees, commission, fixed fee, and percentage of assets.   ",[4555],{"type":129,"attrs":4556},{"color":12},{"type":18,"content":4558},[4559],{"text":4560,"type":22,"marks":4561},"When first speaking with your financial advisor, it’s crucial that you ask about their fee structure to ensure they’re the right fit for you.",[4562],{"type":129,"attrs":4563},{"color":12},"How much does a financial advisor cost?",{"_uid":4566,"text":4567,"title":4576,"component":956},"0a2f567a-c3c3-43f9-ac9b-33e950dd5558",{"type":15,"content":4568},[4569],{"type":18,"content":4570},[4571],{"text":4572,"type":22,"marks":4573},"Good financial advice should cost you less in the long term than no advice at all. By hiring an expert to handle and strategize your finances, you can make the most growth-oriented and productive financial decisions possible, leading to more sustainable wealth over time. ",[4574],{"type":129,"attrs":4575},{"color":12},"Is it worth paying for a financial advisor?",{"_uid":4578,"text":4579,"title":4593,"component":956},"5728275e-1aac-4157-a53c-69fcb756ec97",{"type":15,"content":4580},[4581],{"type":18,"content":4582},[4583,4585,4591],{"text":4584,"type":22},"The main difference between a ",{"text":4586,"type":22,"marks":4587},"financial advisor and a financial planner",[4588],{"type":31,"attrs":4589},{"href":4590,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.unbiased.com/discover/financial-advice/financial-advisor-vs-financial-planner",{"text":4592,"type":22}," is that the former may offer financial guidance on investments and financial matters and help with big financial decisions such as saving for retirement or buying a home. In contrast, a financial planner focuses on creating personalized financial plans for their clients.  ","What is the difference between a financial planner and a financial advisor?",{"_uid":4595,"text":4596,"title":4625,"component":956},"186b6cdf-1a7f-4d1b-9be1-672d3422cee8",{"type":15,"content":4597},[4598],{"type":18,"attrs":4599,"content":4600},{"textAlign":34},[4601,4606,4620],{"text":4602,"type":22,"marks":4603},"When meeting your financial advisor for the first time, there are a number of key questions you should ask, including asking them about the services they offer, their fee structure, and their qualifications. For a more in-depth look at the different questions to ask your financial advisor, ",[4604],{"type":129,"attrs":4605},{"color":12},{"text":4607,"type":22,"marks":4608},"click here",[4609,4618],{"type":31,"attrs":4610},{"href":4611,"uuid":4612,"anchor":34,"target":35,"linktype":74,"story":4613},"/discover/financial-advice/questions-ask-financial-advisor","6704d65f-b320-4fb9-a399-280a4a4d7ddf",{"name":4614,"id":4615,"uuid":4612,"slug":4616,"url":4617,"full_slug":4617,"_stopResolving":558},"20 questions to ask a financial advisor",381723578,"questions-ask-financial-advisor","discover/financial-advice/questions-ask-financial-advisor",{"type":129,"attrs":4619},{"color":12},{"text":4621,"type":22,"marks":4622},".",[4623],{"type":129,"attrs":4624},{"color":12},"What questions should I ask a financial advisor?",{"_uid":4627,"text":4628,"title":4663,"component":956},"7927b874-ecff-43d2-ad69-fb0d579c4aaf",{"type":15,"content":4629},[4630,4637,4644],{"type":18,"content":4631},[4632],{"text":4633,"type":22,"marks":4634},"Although choice is no bad thing, the huge market for financial advice in the US can prove challenging when trying to find the right advisor for you.",[4635],{"type":129,"attrs":4636},{"color":12},{"type":18,"content":4638},[4639],{"text":4640,"type":22,"marks":4641},"With different types of advisors available, it’s essential you are clear about what you’re looking for and find an advisor who matches your criteria. 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