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CNBC ranks the top-rated financial advisory firms of 2021

by Mike Robinson

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It can be difficult to find the right advisor for your financial goals and needs.

You have so many options. There are many things to consider. The services provided by financial advisors will vary based on the type of advisor, but overall, a financial advisor will assess your current financial situation — including your assets, debts and expenses — and identify areas for improvement.

Good financial advisors will listen to your needs and help you create a strategy that can achieve those goals. It may involve discussing your finances, retirement planning and estate planning.

Advisors can help clients protect and grow their wealth. You need to trust your advisor and ensure that they’re a good fit for you.

CNBC has revealed its third annual ranking of the top financial advisors. CNBC FA 100 honors the advisory firms who best assist clients in their financial lives.

FA 100: More
Meet the financial advisor ranked No. 1 by CNBC
Here’s how we determine the FA 100 rankings for 2021
How the pandemic has changed the financial advice business
Here’s how top financial advisors are hiring young talent

2021 RANK FIRM TOTAL AUM YEARS IN THE PROPERTY BUSINESS ACCOUNTS UNDER CONTROL 2020 RANK 2019 RANK
1 Dana Investment Advisors $7.3B 41 1,163 2 3.
2 Salem Investment Counselors $2.6B 42 2,239 1 1
3 NewSouth Capital Management $3.7B 36 190 3 6.
4. Check Capital Management $1.6B 35 1,684 12 52
5 Richard C. Young & Co. $1.33B+ 32 1,860 10 10
6. Gofen & Glossberg $6.3B+ 89 3,500 13 15
7. California Financial Advisors $1.66B+ 23 2,901 9 7.
8 North Star Asset Management $2,1B+ 25 2,374 14 5
9 Heritage Investors Management $3.4B 47 1,300 – –
10 Tom Johnson Investment Management $1.6B 38 4998 8 9
11 Beacon Capital Management $4.2B+ 21 15,427 24 –
12 Bowen, Hanes & Co. $3.5B+ 40 212 28 98
13 Mason Investment Advisory Services $10.6B+ 39 800 100 –
14 D.F. Dent & Co. $10.7B 46 1,155 18 20
15 Gillespie, Robinson & Grimm $1.25B 51 710 26 32
16 Pzena Investment Management $41.1B+ 25 223. 27 34
17 Woodley Farra Manion $1.2B 26 998 19 –
18 RNC Genter Capital Management $5.8B 54 10,700 30 –
19 Parsons Capital Management $1.6B+ 27 1,608 16 37
20 ZWJ Investment Counsel $3B 39 900 34 39
21 David Vaughan Investments $3.2B+ 27 2,823 33 46
22 Luther King Capital Management $25B 42 3,100 25 24
23 Gamble Jones Investment Counsel $1.6B+ 64 1,200 15 12
24 Heritage Investment Group $1.3B+ 28 1,836 32 42
25 Carret Asset Management $3.3B+ 58 2,350 23 14
26 Edgemoor Investment Advisors $1.2B and More 22 730 40 –
27 Clifford Swan Investment Counselors $4B 106 903 55 58
28 Eubel Brady & Suttman Asset Management $1,2B + 27 1,591 31 36
29 Zemenick & Walker $2.25B+ 34 223 36 30
30 Everett Harris & Co. $8.9B+ 51 1,590 21 44
31 Southeast Asset Advisors Spend $2.9B+ 26 973 41 26
32 Guyasuta Investment Advisors $1,9B+ 38 1,200 43 18
33 Leavell Investment Management $2.2B 42 700+ 48 38
34 H.M. Payson & Co. $6B 167 3,400 53 43
35 Anchor Capital Advisors $9.7B 38 1,114 83 65
36 Zevenbergen Capital Investments $5.7B 34 161 37 –
37 Hahn Capital Management $1.2B+ 33 105 38 86
38 The Burney Company $2.4B+ 47 4,233 47 53
39 Azzad Asset Management $1.33B 24 2,990 – –
40 Roffman Miller Wealth Management $2B 30 1,150 56 29
41 Wilbanks, Smith & Thomas Asset Management $4.6B+ 30 4,708 69 –
42 Loring, Wolcott & Coolidge Fiduciary Advisors $10.5B+ 21 3,054 42 27
43 Equius Partners $1.11B 37 1,097 39 –
44 Bradley, Foster & Sargent $4.1B+ 26 1,514 45 31
45 Pinnacle Associates $7.3B 37 4,040 79 –
46 RZH Advisors $1.4B+ 21 354 – –
47 Veritable $18B 17 218 46 25
48 Lee Financial $1.2B 46 400 65 40
49 Halbert Hargrove Global Advisors $1,7B+ 32 3.900 61% 666
50 Albion Financial Group Spend $1.5B+ 39 2,192 – –
51 R.M. Davis $6.1B 43 5,812 – –
52 Badgley Phelps Wealth Managers $4.3B 55 1,895 54 21
53 Pittenger & Anderson $2.4B+ 26 1,644 67 71
54 Schaper, Benz & Wise Investment Counsel $1.33B+ 30 772 49 –
55 Beese Fulmer Private Wealth Management $1.2B 41 965 – –
56 BKD Wealth Advisors $4.9B+ 23 5,547 60 –
57 Farr, Miller & Washington $2.1B 25 1,307 64 –
58 Segall Bryant & Hamill $25B 26 4.812 68 70
59 Foster & Motley Wealth Management $1,9B+ 24 2,943 58 51
60 Meritage Portfolio Management $2.2B 30 560 59 49
61% Diversified Management $1.33B+ 28 1,516 11 19
62 C.W. Henderson & Associates $3,9B+ 31 1,431 73 85
63 Charles D. Hyman & Co. $1.9B 28 931 72 94
64 Henssler Financial + $2.6B 34 4,372 80 –
65 Brown Capital Management $18.4B+ 30 126 74 –
666 Lee, Danner & Bass $1.4 B 33 900 85 79
67 Steele Capital Management $1,7B+ 25 3,926 81 67
68 RTD Financial Advisors $1,8B+ 38 694 57 68
69 TFC Financial Management $1.33B 41 1,300 – –
70 Beaird Harris $1.2B+ 25 2,499 666 –
71 Phillips Financial $1.2B+ 17 1,996 – –
72 Index Fund Advisors $4.7B 21 2,348 93 76
73 HBKS Wealth Advisors $5.1B+ 20 5.705 – –
74 E. S. Barr & Co. $1.7B 29 833 99 100
75 Sage Financial Group $1,7B+ 32 675 62 50
76 The Financial Advisory Group $1.11B 24 2,033 – –
77 Willow Creek Wealth Management $1.6B 37 2,600 – –
78 SJS Investment Services $2.25B+ 26 2,350 – –
79 Jackson Thornton Asset Management $1.33B+ 22 915 – –
80 Legacy Wealth Management $1,9B+ 39 3,370 94 –
81 Bedel Financial Consulting $1,8B+ 32 4,129 97 –
82% Sheaff Brock Investment Advisors $1.33B 20 2,064 95 –
83 Plancorp $5.6B+ 38 1,415 – –
84 Prio Wealth Management $3.5B 33 1 500+ – –
85 Meyer Capital Group Spend $1.5B + 58 2,157 71 –
86 Eagle Global Advisors $1,9B+ 25 400 – 84
87 Sadoff Investment Management $1.7B 43 1,222 – –
88 Palisade Capital Management $5.3B 26 2,165 90 –
89 Chevy Chase Trust Company 37.3B+ 22 4,408 – –
90 Cadinha & Co. $2,1B or More 42 1,357 50 56
91 Summit Financial Strategies Spend $1.5B+ 26 85 89 75
92 StraightLine Group $1B+ 19 5.600 – –
93 First Foundation Advisors $5.3B 31 3,600 – –
94 Intersect Capital $1.6B 7. 443. – –
95 Southern Wealth Management $3.4B and More 16 223 – –
96 Foster Group $2.6B 30 4,764 – –
97 Bailard $5.2B 52 2,080 86 54
98 View Capital Advisors $1.33B+ 17 135 – –
99 Shufro, Rose & Co. $2B 83 2,878 – –
100 ML&R Wealth Management $1.7B+ 24 2,193 – –

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