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2023 TOP 100 RIA FIRMS


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.

20232022202120202019


Top 1200Top WomenIndependentTop 100Top TeamsInstitutionalRIA FirmsFind an
Advisor


OUR 8TH ANNUAL RANKING OF INDEPENDENT ADVISORY COMPANIES IS BASED ON ASSETS
MANAGED BY THE FIRMS, TECHNOLOGY SPENDING, STAFF DIVERSITY, SUCCESSION PLANNING
AND OTHER METRICS.

For more information about our methodology
click here


2023 RankFirmLocationTop ExecutivesMedian Account SizeClients1Edelman Financial
EnginesSanta Clara, Calif.Jay Shah, Suzanne van Staveren, Kelly O'DonnellUnder
$500K1,300,0002
Hightower
ChicagoBob Oros, Scott Holsopple, Dan Watanapongse$500K–$999K46,1563
Creative Planning
Overland Park, Kan.Peter Mallouk, Lee Richardson, Jonathan
Knapp$500K–$999K67,3384
Mariner Wealth Advisors
Overland Park, Kan.
Marty Bicknell, Cheryl Bicknell, Todd Cassler
$1 mil–$10 mil79,7675
Wealth Enhancement Advisory Services
Plymouth, Minn.Jeff Dekko, Jim Cahn, Kelly WindorskiUnder $500K50,7616
CIBC Private Wealth
AtlantaJohn S. "Jack" Markwalter Jr., Bruce D. Katz, Diana K. Vasquez$1 mil–$10
mil9,4427CaptrustRaleigh, N.C.J. Fielding Miller, Ben Goldstein, Wilson Hoyle$1
mil–$10 mil23,5868
Private Advisor Group
Morristown, N.J.Frank Smith, Patrick Sullivan, John HylandUnder $500K45,8229
Cresset
Chicago
Avy Stein, Eric Becker, Liz Nesvold
Over $10 mil2,90010Mercer AdvisorsDenverDave Welling, Daniel Gourvitch, Michael
Henry$1 mil–$10 mil25,539
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N = Not ranked; *Adviser Investments and Ropes Wealth Advisors have combined as
of July 2023.


HERE ARE BARRON’S TOP INDEPENDENT FINANCIAL ADVISORS



With a full range of investment and planning services at their fingertips,
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