List of Financial Advisor Companies in the U.S.

1 min read by Unbiased team Last updated November 21, 2024

List of financial advisor companies in the U.S

Choosing the right financial advisor is crucial for managing wealth, planning for retirement, and growing investments. Our comprehensive list of financial advisor companies across the U.S. highlights 46 top-rated firms specializing in personalized financial planning and wealth management. Explore this guide to find the ideal advisor to help meet your financial objectives.

	Company	AUM	Headquarters
	Company	AUM	Headquarters
1	Ameriprise Financial Services	1.17 trillion	Minnesota
2	Baird Wealth Management	355.00 billion	Wisconsin
3	Bank of America Wealth Management	3.37 trillion	New York
4	Betterment	45.00 billion	New York
5	BlackRock	10.01 trillion	New York
6	BMO Wealth Management	5.70 billion	Illinois
7	Brinker Capital	53.00 billion	Pennsylvania
8	Cambridge Investment Research	100.00 billion	Iowa
9	Capital One Advisors	900.00 million	Virginia
10	CAPTRUST Financial Advisors	1.00 trillion	North Carolina
11	Certiy Partners Financial Advisors	53.30 billion	New York
12	Charles Schwab	7.13 trillion	Texas
13	Citi Personal Wealth Management	34.86 billion	New York
14	Citizens Investment Services	0.48 million	Rhode Island
15	Corient Financial Advisors	164.00 billion	Florida
16	Creative Planning	245.00 billion	Kansas
17	CWM Financial Advisors	198.10 million	Nevada
18	Edelman Financial Engines	291.00 billion	California
19	Edward Jones	1.80 trillion	Missouri
20	Ellevest Financial Advisors	2.00 billion	New York

Map of financial advisor headquarters in the U.S.

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Unbiased team

Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.

Comprehensive list of financial advisor companies in the U.S