Best Financial Advisory Firms

Fisher Investments was recognized as a Best Financial Advisory Firm by USA Today and Statista. USA Today and Statista chose winners based on recommendations from financial advisors, clients and industry experts, and AUM growth. Recommendations were collected via an independent survey sent to over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. AUM growth was analyzed over 12-month and 5-year periods based on publicly available data, as of January 2025. Recommendations had a weight of 20%, while AUM growth had a weight of 80% to derive the final score. Firms registered with the SEC or at state level, having a clean disciplinary record and the highest overall scores were named Best Financial Advisory Firms.

Disclosure: Fisher Investments pays a fee for promotion and logo distribution rights. For more information, visit https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/.