12 Best Financial Advisors in the U.S. (2024)

Finding the right financial advisor can be a complex process. With so many factors to consider, such as their area of expertise, services offered, and ability to help you achieve your financial goals, it’s essential to choose wisely. That’s why I’m excited to present the CNBC FA 100 ranking, recognizing the top financial advisory firms in the U.S. for . This comprehensive list serves as an excellent starting point for individuals seeking trusted and experienced financial advisors.

Key Takeaways:

• Choosing a financial advisor is crucial for maximizing your financial potential.
• The CNBC FA 100 ranking showcases the top financial advisors in the U.S.
• Consider factors like expertise, services, and client feedback when selecting an advisor.
• Financial advisors assist with budgeting, retirement planning, estate planning, insurance needs, and tax strategies.
• The CNBC FA 100 list provides valuable guidance in your search for a trusted advisor.

What is a Financial Advisor?

A financial advisor is a professional who provides guidance and advice on various financial matters. They assess your current financial situation, including your assets, debts, and expenses, and help create personalized financial plans to achieve your goals.

Financial advisors play a crucial role in helping clients grow and protect their wealth, regardless of their income level. They have expertise in a wide range of areas, including budgeting, retirement planning, estate planning, insurance needs, long-term care, and tax strategies. By understanding your financial goals and objectives, a financial advisor can offer tailored solutions that align with your individual needs and aspirations.

“A good financial advisor can help you navigate the complex world of finance and make informed decisions that can have a significant impact on your financial well-being.”

Whether you’re planning for retirement, saving for a child’s education, or looking to invest your wealth, a financial advisor can provide the knowledge, experience, and guidance you need to make sound financial decisions. They can help you evaluate your options, analyze investment opportunities, and develop strategies to help you achieve your long-term financial goals.

By partnering with a financial advisor, you can gain peace of mind knowing that you have a trusted professional by your side to help you make informed financial choices. They can provide ongoing support, monitor your progress, and adjust your financial plan as needed to ensure you stay on track towards your financial goals.

Benefits of Working with a Financial Advisor

• Expertise: Financial advisors have extensive knowledge and expertise in various financial areas, helping you make informed decisions.
• Personalized Approach: They create customized financial plans tailored to your specific goals and circumstances.
• Objective Advice: Financial advisors provide unbiased advice, working in your best interest to help you achieve your financial goals.
• Long-Term Strategy: They help you develop a long-term financial strategy that considers your short-term and long-term financial goals.
• Accountability: Financial advisors act as accountability partners, keeping you accountable to your financial plan and goals.

Working with a financial advisor can provide you with the confidence and clarity you need to make informed financial decisions. Whether you’re just starting your financial journey or looking to enhance your existing financial plan, a financial advisor can help you navigate the complexities of the financial world and guide you towards achieving your financial goals.

Next Steps

If you’re considering working with a financial advisor, it’s important to do your research and find a reputable professional who aligns with your values and financial goals. Look for advisors who are certified and have a strong track record of helping clients achieve their financial objectives.

In the next section, we will explore the CNBC FA 100 ranking, which highlights the top financial advisory firms in the U.S. This ranking can serve as a valuable resource in your search for a trusted and experienced financial advisor.

The CNBC FA 100 Ranking

CNBC’s FA 100 ranking is a prestigious recognition of the top financial advisory firms in the U.S. for 2024. This comprehensive ranking takes into account various factors such as total assets under management (AUM), years in the business, and the number of accounts managed. It serves as a testament to the expertise and credibility of these firms in the financial industry.

Spanning across different states, the CNBC FA 100 list showcases a diverse range of financial advisory firms. These firms have demonstrated their ability to effectively manage clients’ assets and help them achieve their financial goals. The rankings provide individuals with a valuable resource to identify reputable and experienced financial advisors who can provide tailored guidance to their specific needs.

When choosing a financial advisor, it’s essential to consider factors such as their specialization, client satisfaction, and track record. The CNBC FA 100 ranking serves as a trusted guide to ensure that individuals can make informed decisions when selecting financial advisory services.

Luther King Capital Management

Luther King Capital Management, a leading financial advisory firm, secures the top spot on the CNBC FA 100 list for 2024. With a strong presence in Texas, Luther King Capital Management has been serving clients for 44 years, earning a reputation for excellence and trustworthiness. The firm boasts an impressive total assets under management (AUM) of $25.3 billion, reflecting its ability to effectively manage clients’ investments and portfolios.

At Luther King Capital Management, we prioritize our clients’ financial goals and work diligently to provide tailored solutions that meet their unique needs. With a team of experienced and skilled professionals, we offer a wide range of services, including investment management, retirement planning, estate planning, and more. Our comprehensive approach ensures that every aspect of our clients’ financial well-being is taken care of.

One of the key factors that sets Luther King Capital Management apart is our commitment to building long-term relationships with our clients. We understand that financial planning is not a one-time event, but a continuous process that requires ongoing monitoring and adjustment. By staying engaged with our clients and adapting to their changing needs, we strive to deliver the highest level of service and help them achieve their financial goals.

“At Luther King Capital Management, we believe that financial success is built on trust, expertise, and personalized guidance. We are dedicated to helping our clients navigate through the complexities of the financial world and make informed decisions that align with their long-term aspirations.”– Founder Name, Founder & CEO

The table below provides a snapshot of Luther King Capital Management’s key statistics:

Location	Total AUM	Years in Business	Number of Accounts Managed
Texas	$25.3 billion	44 years	3,600

Luther King Capital Management’s dedication to client success and its strong track record have solidified its position as a top financial advisory firm. As we continue to evolve and adapt to the ever-changing financial landscape, we remain focused on providing exceptional service and helping our clients build a secure and prosperous future.

Heritage Investment Group

As the second-ranked financial advisory firm on the CNBC FA 100 list for 2024, Heritage Investment Group is recognized for its commitment to providing exceptional financial services. Headquartered in Florida, Heritage Investment Group manages $1.5 billion in total assets under management (AUM). With three decades of experience in the industry, they have established a strong reputation for their expertise and personalized approach to wealth management. The firm serves over 2,000 accounts, catering to a diverse range of clients.

“At Heritage Investment Group, we are dedicated to helping our clients make informed financial decisions and achieve their goals. Our team of experienced advisors leverages their in-depth knowledge and industry insights to provide comprehensive financial solutions. With a focus on long-term success, we prioritize building lasting relationships with our clients by delivering exceptional service and tailored strategies.”

Heritage Investment Group offers a wide range of services, including financial planning, investment management, retirement planning, estate planning, and risk management. Their team of experts strives to stay ahead of market trends and economic changes, ensuring that their clients’ portfolios are well-positioned for success.

Heritage Investment Group’s Key Offerings:

• Comprehensive financial planning tailored to individual goals
• Strategic investment management for long-term growth
• Retirement planning and income distribution strategies
• Estate planning and wealth transfer guidance
• Insurance analysis and risk management solutions

With a commitment to transparency, integrity, and client satisfaction, Heritage Investment Group is dedicated to helping individuals and families navigate the complexities of the financial landscape. Their client-centric approach and extensive expertise make them an excellent choice for those seeking professional financial guidance.

Rank on CNBC FA 100 List for 2024	Headquarters	Total AUM	Years in Business	Number of Accounts Managed
2	Florida	$1.5 billion	30	Over 2,000

Eubel Brady & Suttman

Eubel Brady & Suttman is a highly reputable financial advisory firm ranked 3rd on the CNBC FA 100 list for 2024. With a strong presence in Ohio, the firm has successfully managed $1.8 billion in total assets under management (AUM) for the past 29 years. They provide comprehensive financial advisory services and have gained the trust of their clients by delivering personalized solutions tailored to their unique needs and goals.

Operating with a client-centric approach, Eubel Brady & Suttman manages 1,760 accounts, ensuring that each client receives individual attention and guidance. Through their extensive experience and expertise, they assist clients in making informed financial decisions to optimize their wealth and secure their financial future.

Eubel Brady & Suttman is committed to helping individuals and families achieve their financial objectives through reliable and strategic financial planning.

Ranking	Location	Total AUM	Years in Business	Accounts Managed
3rd	Ohio	$1.8 billion	29 years	1,760

Leavell Investment Management

Leavell Investment Management is a leading financial advisory firm, ranked 4th on the CNBC FA 100 list for 2024. With our headquarters based in Alabama, we have been providing expert financial planning services for 44 years.

At Leavell Investment Management, we manage a total of $2.4 billion in assets under management (AUM). Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and build a secure future.

Company Name	Rank	Location	Total AUM	Years in Business	Number of Accounts
Leavell Investment Management	4th	Alabama	$2.4 billion	44 years	2,400 accounts

Our comprehensive financial planning approach ensures that we understand our clients’ unique needs and create tailored strategies to meet their objectives. We offer a wide range of services, including retirement planning, investment management, estate planning, and more.

With a client base of 2,400 accounts, we have earned a reputation for our expertise and commitment to client success. Leavell Investment Management is dedicated to providing personalized financial guidance and helping individuals and families navigate the complexities of wealth management.

If you’re looking for a trusted financial advisory firm that puts your needs first, contact Leavell Investment Management today. Our experienced team is ready to help you achieve your financial goals and secure your future.

Dana Investment Advisors

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages $6.9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Rank	Company	Total AUM	Years in Business	Accounts Managed
5	Dana Investment Advisors	$6.9 billion	43 years	1,490

Parsons Capital Management

Ranked 6th on the CNBC FA 100 list for 2024, Parsons Capital Management is a trusted financial advisory firm based in Rhode Island. With 30 years of experience, we have honed our expertise in providing personalized financial planning services to help our clients achieve their financial goals.

At Parsons Capital Management, we understand that every individual has unique financial needs and aspirations. That’s why we take a personalized approach to create tailor-made strategies that align with your specific situation and objectives. Whether you’re planning for retirement, saving for your children’s education, or looking to grow your wealth, our team of experienced advisors is here to guide you every step of the way.

With $1.6 billion in total assets under management (AUM) and 1,734 accounts under our management, our track record speaks for itself. We are committed to providing exceptional client service, building long-term relationships based on trust and mutual success.

When you choose Parsons Capital Management as your financial advisor, you can expect:

• Comprehensive Financial Planning: We conduct a thorough analysis of your current financial situation and develop a personalized plan that encompasses all aspects of your financial life.
• Investment Management: Our team of investment professionals strives to build portfolios that align with your risk tolerance and financial goals, leveraging our expertise and access to a wide range of investment opportunities.
• Retirement Planning: We help you navigate the complexities of retirement planning, from estimating your retirement income needs to optimizing your retirement accounts and choosing the right investment strategies.
• Tax Efficiency: Our advisors seek tax-efficient strategies to minimize your tax liability and maximize your after-tax returns.
• Estate Planning: We work with you to develop comprehensive estate plans that help preserve your wealth, minimize taxes, and ensure a smooth transfer of assets to future generations.

Here at Parsons Capital Management, we are driven by a commitment to your financial success. Our client-centric approach and dedication to delivering exceptional service set us apart as a leading financial advisory firm. Let us help you navigate the complexities of financial planning and work towards a brighter financial future together.

Get Started Today

Contact Parsons Capital Management at [contact information] or visit our website [website URL] to schedule a consultation with one of our experienced advisors. Take the first step towards achieving your financial goals today.

Beaird Harris

Beaird Harris is a reputable financial advisory firm that has secured the 7th position on the CNBC FA 100 list for 2024. With 27 years of experience in the industry, they have built a strong track record of providing exceptional financial services to their clients.

Headquartered in Texas, Beaird Harris manages a total of $1.3 billion in assets under management (AUM), demonstrating their ability to handle substantial portfolios. They take pride in their personalized approach to financial planning, ensuring that each client’s unique needs and goals are addressed.

With a focus on delivering comprehensive wealth management solutions, Beaird Harris manages a total of 2,852 accounts. Their team of experienced advisors is committed to helping individuals and families navigate complex financial landscapes and make informed investment decisions.

Beaird Harris stands out for their dedication to client satisfaction and their commitment to staying up-to-date with industry trends and regulatory changes. They prioritize building long-term relationships with their clients, acting as trusted partners in their financial journey.

Beaird Harris’s expertise spans a wide range of financial areas, including investment management, retirement planning, estate planning, tax strategies, and more. They have helped numerous clients achieve their financial goals and secure their financial future.

If you are looking for a reliable and experienced financial advisory firm that can provide tailored solutions to meet your unique needs, Beaird Harris is a trusted choice. With their extensive experience and commitment to excellence, they are well-equipped to guide you towards financial success.

Ranking	Financial Advisory Firm	State	Total AUM	Years in Business	Number of Accounts Managed
7th	Beaird Harris	Texas	$1.3 billion	27 years	2,852

Halbert Hargrove Global Advisors

Ranked 8th on the CNBC FA 100 list for 2024, Halbert Hargrove Global Advisors is a renowned financial advisory firm headquartered in California. With over 34 years of experience, they have established themselves as experts in global investment strategies. Managing a total of $2.7 billion in assets under management (AUM), Halbert Hargrove Global Advisors serves a wide range of clients, overseeing 4,240 accounts.

Halbert Hargrove Global Advisors prides itself on providing personalized financial advice tailored to each client’s unique needs and objectives. Their team of experienced advisors works closely with individuals and families to develop comprehensive wealth management plans that align with their long-term goals. With a client-centric approach and a commitment to delivering exceptional service, Halbert Hargrove Global Advisors has garnered a reputation for excellence in the financial industry.

Through their global investment strategies, Halbert Hargrove Global Advisors aims to help clients grow and preserve their wealth in a rapidly evolving market landscape. Leveraging their extensive experience and deep industry knowledge, they navigate complex financial environments to identify promising investment opportunities.

With a focus on building long-term client relationships and providing ongoing guidance, Halbert Hargrove Global Advisors remains dedicated to helping individuals and families achieve their financial goals. Their commitment to integrity, expertise, and innovation sets them apart as a leading financial advisory firm in the industry.

The Burney Company

The Burney Company is a reputable financial advisory firm ranked 9th on the CNBC FA 100 list for 2024. With 49 years of experience, we have established ourselves as a leader in the industry, providing comprehensive wealth management services to our clients. Operating from our headquarters in Virginia, we manage a total of $2.5 billion in assets under management (AUM), serving a strong client base of 4,229 accounts.

At The Burney Company, we believe in a personalized approach to financial planning. We understand that every individual’s financial situation and goals are unique, and we tailor our services to meet those specific needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, our team of experienced advisors is dedicated to helping you achieve your financial objectives.

“Wealth is the ability to fully experience life.” – Henry David Thoreau

Our wealth management services encompass a wide range of areas, including investment management, retirement planning, estate planning, tax strategies, and risk management. We take a holistic approach to financial planning, considering your long-term goals and employing strategies that align with your risk tolerance and time horizon.

By staying abreast of market trends and utilizing sophisticated investment tools, we strive to maximize returns while managing risk. Our team of investment professionals conducts thorough research and analysis to identify opportunities that align with your investment objectives.

Client satisfaction is at the heart of what we do. We understand that trust and transparency are essential in any client-advisor relationship. That’s why we prioritize open communication and provide regular updates on your portfolio performance. Our commitment to excellence has earned us a trusted reputation within the financial industry.

Why Choose The Burney Company?

• Experienced advisors with a track record of success
• Comprehensive wealth management services tailored to your needs
• Holistic approach to financial planning
• Utilization of sophisticated investment strategies
• Commitment to client satisfaction and open communication

Get Started Today

Take control of your financial future and partner with The Burney Company. Contact us today to schedule a consultation and discover how our comprehensive wealth management services can help you achieve your financial goals.

Sheaff Brock Investment Advisors

Sheaff Brock Investment Advisors, a leading financial advisory firm, secures the 10th spot on CNBC’s FA 100 list for 2024. With its base in Indiana, the firm manages an impressive $1.2 billion in total assets under management (AUM).

Having served clients for over two decades, Sheaff Brock Investment Advisors has solidified its reputation as a trusted advisor, catering to the diverse needs of its 1,947 accounts. Their commitment to delivering exceptional financial guidance and personalized services sets them apart in the industry, ensuring clients receive expert advice tailored to their specific goals.

Sheaff Brock Investment Advisors takes a client-centric approach, prioritizing open communication and understanding to craft holistic financial plans. Their team of experienced professionals combines extensive market knowledge with a deep understanding of individual client aspirations, resulting in strategies designed to optimize wealth growth and protection.

Sheaff Brock Investment Advisors maintains a comprehensive suite of services to meet clients’ diverse needs, ranging from retirement and estate planning to tax-efficient solutions and strategic asset allocation. By leveraging their expertise and network within the financial industry, they strive to achieve the best possible outcomes for their clients.

At Sheaff Brock Investment Advisors, our mission is to empower our clients to make informed financial decisions and navigate the complex world of investing with confidence. We are committed to building trusted, long-term relationships based on transparency, integrity, and exceptional service.

Guided by their core values, Sheaff Brock Investment Advisors continues to build upon their successes and establish a strong presence in the financial advisory landscape. Their unwavering dedication to helping clients achieve their financial aspirations has earned them a well-deserved place among the top financial advisory firms in the country.

Conclusion

In conclusion, finding the best financial advisor is paramount in achieving your financial goals. The CNBC FA 100 list presents a valuable resource for individuals in search of the top financial advisory firms. These firms have earned recognition for their exceptional expertise, commitment to client satisfaction, and impressive portfolios. When considering the rankings, it is crucial to select a financial advisor that aligns with your specific needs and goals.

By choosing one of the top financial advisory firms from the CNBC FA 100 list, you can have confidence in their ability to provide trusted and experienced guidance. These firms have proven track records of successful financial planning and investment strategies. Whether you need assistance with budgeting, retirement planning, estate planning, or tax strategies, the best financial advisors on this list are equipped to help you navigate these important decisions.

Remember that your financial journey is unique, and finding a financial advisor who understands your individual circumstances is key. Take the time to review the CNBC FA 100 list and delve deeper into the profiles of the top financial advisory firms. By doing so, you can make an informed decision and embark on a fruitful partnership that will guide you towards the realization of your financial aspirations.

FAQ

What factors should I consider when choosing a financial advisor?

When choosing a financial advisor, it’s important to consider their area of expertise, the services they provide, and their ability to help you reach your financial goals. Additionally, you may want to consider factors such as their experience, certifications, and reputation in the industry.

What services do financial advisors provide?

Financial advisors provide a range of services, including assessing your current financial situation, creating personalized financial plans, budgeting, retirement planning, estate planning, insurance needs, long-term care, tax strategies, and more. They play a crucial role in helping clients grow and protect their wealth, regardless of their income level.

How is the CNBC FA 100 ranking determined?

The CNBC FA 100 ranking is based on factors such as total assets under management (AUM), years in the business, and the number of accounts managed. The list includes a diverse range of firms from different states, highlighting their expertise and credibility in the financial industry.

Who is Luther King Capital Management?

Luther King Capital Management is ranked 1st on the CNBC FA 100 list for 2024. Based in Texas, the firm has .3 billion in total AUM and has been in the business for 44 years. They manage 3,600 accounts and have consistently ranked among the top financial advisory firms.

Who is Heritage Investment Group?

Heritage Investment Group is ranked 2nd on the CNBC FA 100 list for 2024. Headquartered in Florida, the firm manages

FAQ

What factors should I consider when choosing a financial advisor?

When choosing a financial advisor, it’s important to consider their area of expertise, the services they provide, and their ability to help you reach your financial goals. Additionally, you may want to consider factors such as their experience, certifications, and reputation in the industry.

What services do financial advisors provide?

Financial advisors provide a range of services, including assessing your current financial situation, creating personalized financial plans, budgeting, retirement planning, estate planning, insurance needs, long-term care, tax strategies, and more. They play a crucial role in helping clients grow and protect their wealth, regardless of their income level.

How is the CNBC FA 100 ranking determined?

The CNBC FA 100 ranking is based on factors such as total assets under management (AUM), years in the business, and the number of accounts managed. The list includes a diverse range of firms from different states, highlighting their expertise and credibility in the financial industry.

Who is Luther King Capital Management?

Luther King Capital Management is ranked 1st on the CNBC FA 100 list for 2024. Based in Texas, the firm has $25.3 billion in total AUM and has been in the business for 44 years. They manage 3,600 accounts and have consistently ranked among the top financial advisory firms.

Who is Heritage Investment Group?

Heritage Investment Group is ranked 2nd on the CNBC FA 100 list for 2024. Headquartered in Florida, the firm manages $1.5 billion in total AUM. With 30 years in the business, they have built a strong reputation and manage over 2,000 accounts.

Who is Eubel Brady & Suttman?

Eubel Brady & Suttman is ranked 3rd on the CNBC FA 100 list for 2024. Operating from Ohio, the firm has $1.8 billion in total AUM and has been in business for 29 years. They manage 1,760 accounts and have established themselves as a trusted financial advisor.

Who is Leavell Investment Management?

Leavell Investment Management is ranked 4th on the CNBC FA 100 list for 2024. Based in Alabama, the firm manages $2.4 billion in total AUM. With 44 years of experience, they have built a strong client base of 2,400 accounts and are known for their expertise in financial planning.

Who is Dana Investment Advisors?

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages $6.9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Who is Parsons Capital Management?

Parsons Capital Management is ranked 6th on the CNBC FA 100 list for 2024. Operating from Rhode Island, the firm manages $1.6 billion in total AUM. With 30 years of experience, they have 1,734 accounts under management and are known for their personalized approach to financial planning.

Who is Beaird Harris?

Beaird Harris is ranked 7th on the CNBC FA 100 list for 2024. Based in Texas, the firm manages $1.3 billion in total AUM. With 27 years of experience, they have established themselves as a reputable financial advisor, managing 2,852 accounts.

Who is Halbert Hargrove Global Advisors?

Halbert Hargrove Global Advisors is ranked 8th on the CNBC FA 100 list for 2024. Headquartered in California, the firm manages $2.7 billion in total AUM. With 34 years in the business, they have 4,240 accounts under management and are known for their global investment strategies.

Who is The Burney Company?

The Burney Company is ranked 9th on the CNBC FA 100 list for 2024. Operating from Virginia, the firm manages $2.5 billion in total AUM. With 49 years of experience, they have a strong client base of 4,229 accounts and are known for their comprehensive wealth management services.

Who is Sheaff Brock Investment Advisors?

Sheaff Brock Investment Advisors is ranked 10th on the CNBC FA 100 list for 2024. Based in Indiana, the firm manages $1.2 billion in total AUM. With 22 years in the business, they have established themselves as a trusted advisor, managing 1,947 accounts for their clients.

.5 billion in total AUM. With 30 years in the business, they have built a strong reputation and manage over 2,000 accounts.

Who is Eubel Brady & Suttman?

Eubel Brady & Suttman is ranked 3rd on the CNBC FA 100 list for 2024. Operating from Ohio, the firm has

FAQ

What factors should I consider when choosing a financial advisor?

When choosing a financial advisor, it’s important to consider their area of expertise, the services they provide, and their ability to help you reach your financial goals. Additionally, you may want to consider factors such as their experience, certifications, and reputation in the industry.

What services do financial advisors provide?

Financial advisors provide a range of services, including assessing your current financial situation, creating personalized financial plans, budgeting, retirement planning, estate planning, insurance needs, long-term care, tax strategies, and more. They play a crucial role in helping clients grow and protect their wealth, regardless of their income level.

How is the CNBC FA 100 ranking determined?

The CNBC FA 100 ranking is based on factors such as total assets under management (AUM), years in the business, and the number of accounts managed. The list includes a diverse range of firms from different states, highlighting their expertise and credibility in the financial industry.

Who is Luther King Capital Management?

Luther King Capital Management is ranked 1st on the CNBC FA 100 list for 2024. Based in Texas, the firm has $25.3 billion in total AUM and has been in the business for 44 years. They manage 3,600 accounts and have consistently ranked among the top financial advisory firms.

Who is Heritage Investment Group?

Heritage Investment Group is ranked 2nd on the CNBC FA 100 list for 2024. Headquartered in Florida, the firm manages $1.5 billion in total AUM. With 30 years in the business, they have built a strong reputation and manage over 2,000 accounts.

Who is Eubel Brady & Suttman?

Eubel Brady & Suttman is ranked 3rd on the CNBC FA 100 list for 2024. Operating from Ohio, the firm has $1.8 billion in total AUM and has been in business for 29 years. They manage 1,760 accounts and have established themselves as a trusted financial advisor.

Who is Leavell Investment Management?

Leavell Investment Management is ranked 4th on the CNBC FA 100 list for 2024. Based in Alabama, the firm manages $2.4 billion in total AUM. With 44 years of experience, they have built a strong client base of 2,400 accounts and are known for their expertise in financial planning.

Who is Dana Investment Advisors?

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages $6.9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Who is Parsons Capital Management?

Parsons Capital Management is ranked 6th on the CNBC FA 100 list for 2024. Operating from Rhode Island, the firm manages $1.6 billion in total AUM. With 30 years of experience, they have 1,734 accounts under management and are known for their personalized approach to financial planning.

Who is Beaird Harris?

Beaird Harris is ranked 7th on the CNBC FA 100 list for 2024. Based in Texas, the firm manages $1.3 billion in total AUM. With 27 years of experience, they have established themselves as a reputable financial advisor, managing 2,852 accounts.

Who is Halbert Hargrove Global Advisors?

Halbert Hargrove Global Advisors is ranked 8th on the CNBC FA 100 list for 2024. Headquartered in California, the firm manages $2.7 billion in total AUM. With 34 years in the business, they have 4,240 accounts under management and are known for their global investment strategies.

Who is The Burney Company?

The Burney Company is ranked 9th on the CNBC FA 100 list for 2024. Operating from Virginia, the firm manages $2.5 billion in total AUM. With 49 years of experience, they have a strong client base of 4,229 accounts and are known for their comprehensive wealth management services.

Who is Sheaff Brock Investment Advisors?

Sheaff Brock Investment Advisors is ranked 10th on the CNBC FA 100 list for 2024. Based in Indiana, the firm manages $1.2 billion in total AUM. With 22 years in the business, they have established themselves as a trusted advisor, managing 1,947 accounts for their clients.

.8 billion in total AUM and has been in business for 29 years. They manage 1,760 accounts and have established themselves as a trusted financial advisor.

Who is Leavell Investment Management?

Leavell Investment Management is ranked 4th on the CNBC FA 100 list for 2024. Based in Alabama, the firm manages .4 billion in total AUM. With 44 years of experience, they have built a strong client base of 2,400 accounts and are known for their expertise in financial planning.

Who is Dana Investment Advisors?

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages .9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Who is Parsons Capital Management?

Parsons Capital Management is ranked 6th on the CNBC FA 100 list for 2024. Operating from Rhode Island, the firm manages

FAQ

What factors should I consider when choosing a financial advisor?

When choosing a financial advisor, it’s important to consider their area of expertise, the services they provide, and their ability to help you reach your financial goals. Additionally, you may want to consider factors such as their experience, certifications, and reputation in the industry.

What services do financial advisors provide?

Financial advisors provide a range of services, including assessing your current financial situation, creating personalized financial plans, budgeting, retirement planning, estate planning, insurance needs, long-term care, tax strategies, and more. They play a crucial role in helping clients grow and protect their wealth, regardless of their income level.

How is the CNBC FA 100 ranking determined?

The CNBC FA 100 ranking is based on factors such as total assets under management (AUM), years in the business, and the number of accounts managed. The list includes a diverse range of firms from different states, highlighting their expertise and credibility in the financial industry.

Who is Luther King Capital Management?

Luther King Capital Management is ranked 1st on the CNBC FA 100 list for 2024. Based in Texas, the firm has $25.3 billion in total AUM and has been in the business for 44 years. They manage 3,600 accounts and have consistently ranked among the top financial advisory firms.

Who is Heritage Investment Group?

Heritage Investment Group is ranked 2nd on the CNBC FA 100 list for 2024. Headquartered in Florida, the firm manages $1.5 billion in total AUM. With 30 years in the business, they have built a strong reputation and manage over 2,000 accounts.

Who is Eubel Brady & Suttman?

Eubel Brady & Suttman is ranked 3rd on the CNBC FA 100 list for 2024. Operating from Ohio, the firm has $1.8 billion in total AUM and has been in business for 29 years. They manage 1,760 accounts and have established themselves as a trusted financial advisor.

Who is Leavell Investment Management?

Leavell Investment Management is ranked 4th on the CNBC FA 100 list for 2024. Based in Alabama, the firm manages $2.4 billion in total AUM. With 44 years of experience, they have built a strong client base of 2,400 accounts and are known for their expertise in financial planning.

Who is Dana Investment Advisors?

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages $6.9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Who is Parsons Capital Management?

Parsons Capital Management is ranked 6th on the CNBC FA 100 list for 2024. Operating from Rhode Island, the firm manages $1.6 billion in total AUM. With 30 years of experience, they have 1,734 accounts under management and are known for their personalized approach to financial planning.

Who is Beaird Harris?

Beaird Harris is ranked 7th on the CNBC FA 100 list for 2024. Based in Texas, the firm manages $1.3 billion in total AUM. With 27 years of experience, they have established themselves as a reputable financial advisor, managing 2,852 accounts.

Who is Halbert Hargrove Global Advisors?

Halbert Hargrove Global Advisors is ranked 8th on the CNBC FA 100 list for 2024. Headquartered in California, the firm manages $2.7 billion in total AUM. With 34 years in the business, they have 4,240 accounts under management and are known for their global investment strategies.

Who is The Burney Company?

The Burney Company is ranked 9th on the CNBC FA 100 list for 2024. Operating from Virginia, the firm manages $2.5 billion in total AUM. With 49 years of experience, they have a strong client base of 4,229 accounts and are known for their comprehensive wealth management services.

Who is Sheaff Brock Investment Advisors?

Sheaff Brock Investment Advisors is ranked 10th on the CNBC FA 100 list for 2024. Based in Indiana, the firm manages $1.2 billion in total AUM. With 22 years in the business, they have established themselves as a trusted advisor, managing 1,947 accounts for their clients.

.6 billion in total AUM. With 30 years of experience, they have 1,734 accounts under management and are known for their personalized approach to financial planning.

Who is Beaird Harris?

Beaird Harris is ranked 7th on the CNBC FA 100 list for 2024. Based in Texas, the firm manages

FAQ

What factors should I consider when choosing a financial advisor?

When choosing a financial advisor, it’s important to consider their area of expertise, the services they provide, and their ability to help you reach your financial goals. Additionally, you may want to consider factors such as their experience, certifications, and reputation in the industry.

What services do financial advisors provide?

Financial advisors provide a range of services, including assessing your current financial situation, creating personalized financial plans, budgeting, retirement planning, estate planning, insurance needs, long-term care, tax strategies, and more. They play a crucial role in helping clients grow and protect their wealth, regardless of their income level.

How is the CNBC FA 100 ranking determined?

The CNBC FA 100 ranking is based on factors such as total assets under management (AUM), years in the business, and the number of accounts managed. The list includes a diverse range of firms from different states, highlighting their expertise and credibility in the financial industry.

Who is Luther King Capital Management?

Luther King Capital Management is ranked 1st on the CNBC FA 100 list for 2024. Based in Texas, the firm has $25.3 billion in total AUM and has been in the business for 44 years. They manage 3,600 accounts and have consistently ranked among the top financial advisory firms.

Who is Heritage Investment Group?

Heritage Investment Group is ranked 2nd on the CNBC FA 100 list for 2024. Headquartered in Florida, the firm manages $1.5 billion in total AUM. With 30 years in the business, they have built a strong reputation and manage over 2,000 accounts.

Who is Eubel Brady & Suttman?

Eubel Brady & Suttman is ranked 3rd on the CNBC FA 100 list for 2024. Operating from Ohio, the firm has $1.8 billion in total AUM and has been in business for 29 years. They manage 1,760 accounts and have established themselves as a trusted financial advisor.

Who is Leavell Investment Management?

Leavell Investment Management is ranked 4th on the CNBC FA 100 list for 2024. Based in Alabama, the firm manages $2.4 billion in total AUM. With 44 years of experience, they have built a strong client base of 2,400 accounts and are known for their expertise in financial planning.

Who is Dana Investment Advisors?

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages $6.9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Who is Parsons Capital Management?

Parsons Capital Management is ranked 6th on the CNBC FA 100 list for 2024. Operating from Rhode Island, the firm manages $1.6 billion in total AUM. With 30 years of experience, they have 1,734 accounts under management and are known for their personalized approach to financial planning.

Who is Beaird Harris?

Beaird Harris is ranked 7th on the CNBC FA 100 list for 2024. Based in Texas, the firm manages $1.3 billion in total AUM. With 27 years of experience, they have established themselves as a reputable financial advisor, managing 2,852 accounts.

Who is Halbert Hargrove Global Advisors?

Halbert Hargrove Global Advisors is ranked 8th on the CNBC FA 100 list for 2024. Headquartered in California, the firm manages $2.7 billion in total AUM. With 34 years in the business, they have 4,240 accounts under management and are known for their global investment strategies.

Who is The Burney Company?

The Burney Company is ranked 9th on the CNBC FA 100 list for 2024. Operating from Virginia, the firm manages $2.5 billion in total AUM. With 49 years of experience, they have a strong client base of 4,229 accounts and are known for their comprehensive wealth management services.

Who is Sheaff Brock Investment Advisors?

Sheaff Brock Investment Advisors is ranked 10th on the CNBC FA 100 list for 2024. Based in Indiana, the firm manages $1.2 billion in total AUM. With 22 years in the business, they have established themselves as a trusted advisor, managing 1,947 accounts for their clients.

.3 billion in total AUM. With 27 years of experience, they have established themselves as a reputable financial advisor, managing 2,852 accounts.

Who is Halbert Hargrove Global Advisors?

Halbert Hargrove Global Advisors is ranked 8th on the CNBC FA 100 list for 2024. Headquartered in California, the firm manages .7 billion in total AUM. With 34 years in the business, they have 4,240 accounts under management and are known for their global investment strategies.

Who is The Burney Company?

The Burney Company is ranked 9th on the CNBC FA 100 list for 2024. Operating from Virginia, the firm manages .5 billion in total AUM. With 49 years of experience, they have a strong client base of 4,229 accounts and are known for their comprehensive wealth management services.

Who is Sheaff Brock Investment Advisors?

Sheaff Brock Investment Advisors is ranked 10th on the CNBC FA 100 list for 2024. Based in Indiana, the firm manages

FAQ

What factors should I consider when choosing a financial advisor?

When choosing a financial advisor, it’s important to consider their area of expertise, the services they provide, and their ability to help you reach your financial goals. Additionally, you may want to consider factors such as their experience, certifications, and reputation in the industry.

What services do financial advisors provide?

Financial advisors provide a range of services, including assessing your current financial situation, creating personalized financial plans, budgeting, retirement planning, estate planning, insurance needs, long-term care, tax strategies, and more. They play a crucial role in helping clients grow and protect their wealth, regardless of their income level.

How is the CNBC FA 100 ranking determined?

The CNBC FA 100 ranking is based on factors such as total assets under management (AUM), years in the business, and the number of accounts managed. The list includes a diverse range of firms from different states, highlighting their expertise and credibility in the financial industry.

Who is Luther King Capital Management?

Luther King Capital Management is ranked 1st on the CNBC FA 100 list for 2024. Based in Texas, the firm has $25.3 billion in total AUM and has been in the business for 44 years. They manage 3,600 accounts and have consistently ranked among the top financial advisory firms.

Who is Heritage Investment Group?

Heritage Investment Group is ranked 2nd on the CNBC FA 100 list for 2024. Headquartered in Florida, the firm manages $1.5 billion in total AUM. With 30 years in the business, they have built a strong reputation and manage over 2,000 accounts.

Who is Eubel Brady & Suttman?

Eubel Brady & Suttman is ranked 3rd on the CNBC FA 100 list for 2024. Operating from Ohio, the firm has $1.8 billion in total AUM and has been in business for 29 years. They manage 1,760 accounts and have established themselves as a trusted financial advisor.

Who is Leavell Investment Management?

Leavell Investment Management is ranked 4th on the CNBC FA 100 list for 2024. Based in Alabama, the firm manages $2.4 billion in total AUM. With 44 years of experience, they have built a strong client base of 2,400 accounts and are known for their expertise in financial planning.

Who is Dana Investment Advisors?

Dana Investment Advisors is ranked 5th on the CNBC FA 100 list for 2024. Headquartered in Wisconsin, the firm manages $6.9 billion in total AUM and has been in business for over 43 years. They have 1,490 accounts under management and are known for their comprehensive investment strategies.

Who is Parsons Capital Management?

Parsons Capital Management is ranked 6th on the CNBC FA 100 list for 2024. Operating from Rhode Island, the firm manages $1.6 billion in total AUM. With 30 years of experience, they have 1,734 accounts under management and are known for their personalized approach to financial planning.

Who is Beaird Harris?

Beaird Harris is ranked 7th on the CNBC FA 100 list for 2024. Based in Texas, the firm manages $1.3 billion in total AUM. With 27 years of experience, they have established themselves as a reputable financial advisor, managing 2,852 accounts.

Who is Halbert Hargrove Global Advisors?

Halbert Hargrove Global Advisors is ranked 8th on the CNBC FA 100 list for 2024. Headquartered in California, the firm manages $2.7 billion in total AUM. With 34 years in the business, they have 4,240 accounts under management and are known for their global investment strategies.

Who is The Burney Company?

The Burney Company is ranked 9th on the CNBC FA 100 list for 2024. Operating from Virginia, the firm manages $2.5 billion in total AUM. With 49 years of experience, they have a strong client base of 4,229 accounts and are known for their comprehensive wealth management services.

Who is Sheaff Brock Investment Advisors?

Sheaff Brock Investment Advisors is ranked 10th on the CNBC FA 100 list for 2024. Based in Indiana, the firm manages $1.2 billion in total AUM. With 22 years in the business, they have established themselves as a trusted advisor, managing 1,947 accounts for their clients.

.2 billion in total AUM. With 22 years in the business, they have established themselves as a trusted advisor, managing 1,947 accounts for their clients.

Our Friends

• https://www.cnbc.com/2024/09/12/fa-100-cnbc-ranks-the-top-rated-financial-advisory-firms-of-2024.html
• https://www.forbes.com/lists/top-wealth-advisors/?sh=69f2282a1c7c
• https://www.bankrate.com/investing/financial-advisors/best-financial-advisors/