2025 Top 100 Financial Advisors

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a comprehensive survey about their practice. We verify that data and apply our rankings formula to the data to generate a ranking, based on assets, revenue, and quality of practice. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.

Wealth Management Teams Are Getting Bigger. The Best Ones Are Also Getting Better.

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes being too big can backfire.

Here Are America’s Top 250 Private Wealth Teams. The Biggest Are Getting Bigger.

This Top Morgan Stanley Team Helps Other Advisors Retire on a High Note

Related Articles

Tech Entrepreneurs Have to Make Big Decisions About Their Money. This Team Guides Them Through Volatility.

These Advisors Offer the Best of Both Worlds: Independence With Big Bank Resources