Last updated: March 1, 2023
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Wealth Manager. Best Financial Planning Services & Financial Advisor, Reviewed and Compared
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- Reviews By Certified Enthusiasts.
- Proprietary Evaluation Criteria
- Five Areas of Evaluation
Wealth Manager. Best Financial Planning Services & Financial Advisor - March 2023
Rank
Advisor Name
Firm Name
Average Account Size ($mil)
Average Net Worth ($mil)
Total Assets Managed ($mil)
Customer Profile
$250k-1mil
$1-10mil
$10mil+
 |
Merrill Lynch & Co., Inc. | 20 | 50 | 8900 | • | • |
100%
G
VG
E
| 100 | 100 | 100 | 100 | 100 | NC | ||
 |
Wells Fargo Advisors | 10 | 30 | 3700 | • | • |
97.6%
G
VG
E
| 96 | 98 | 96 | 100 | 98 | NC | ||
 |
Morgan Stanley Private Wealth Management | 75 | 150 | 9803 | • | • |
95.6%
G
VG
E
| 94 | 97 | 95 | 96 | 96 | NC | ||
 |
Edelman Financial Services LLC | 0.43 | 1 | 6970 | • | • |
93.2%
G
VG
E
| 95 | 94 | 92 | 93 | 92 | NC | ||
 |
RBC Wealth Management | 5.3 | 7.5 | 3300 | • | • |
91.6%
G
VG
E
| 93 | 90 | 92 | 90 | 93 | NC | ||
| 6 | The Financial Network Group, Ltd. | 0.75 | 1.75 | 1377 | • | • | • |
89.8%
G
VG
E
| 89 | 91 | 89 | 91 | 89 | NC | |
| 7 | Morgan Stanley Smith Barney | 10 | 11 | 2410 | • | • |
87.8%
G
VG
E
| 89 | 86 | 87 | 89 | 88 | NC | ||
| 8 | Mariner Wealth Advisors, LLC | 2 | 5 | 8210 | • | • | • |
86%
G
VG
E
| 86 | 85 | 87 | 85 | 87 | NC | |
| 9 | Carson Wealth Management Group | 5 | 50 | 2994 | • | • | • |
84.2%
G
VG
E
| 85 | 81 | 84 | 86 | 85 | NC | |
| 10 | Graystone Consulting | 80 | 80 | 4200 | • | • | • |
82.6%
G
VG
E
| 82 | 81 | 83 | 83 | 84 | NC |
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