CNBC ranks the top-rated financial advisory firms of 2021


Finding the right financial advisor to help with your financial needs and goals can be complicated.

There are so many things to consider. Every financial advisor has his or her own area of expertise. 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.

A good financial advisor will ask you about your goals and create a plan to help you reach them. That may mean discussing your budget, retirement planning, estate planning, insurance needs or tax strategies.

An advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it’s important to make sure he or she is someone who is a good match for you.

For the third year in a row, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.

More from FA 100:
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 BUSINESS ACCOUNTS UNDER MANAGEMENT 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. $1.3B+ 32 1,860 10 10
6 Gofen & Glossberg $6.3B+ 89 3,500 13 15
7 California Financial Advisors $1.6B+ 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 4,998 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 $1.5B 51 710 26 32
16 Pzena Investment Management $41.1B+ 25 222 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+ 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 $2.2B+ 34 223 36 30
30 Everett Harris & Co. $8.9B+ 51 1,590 21 44
31 Southeast Asset Advisors $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 $1.3B 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 $1.1B 37 1,097 39
44 Bradley, Foster & Sargent $4.1B+ 26 1,514 45 31
45 Pinnacle Associates $7.3B 37 4,000 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 $2.7B+ 32 3,900 61 66
50 Albion Financial Group $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 $1.3B+ 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 $1.3B+ 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
66 Lee, Danner & Bass $1.4B 33 900 85 79
67 Steele Capital Management $2.7B+ 25 3,926 81 67
68 RTD Financial Advisors $1.8B+ 38 694 57 68
69 TFC Financial Management $1.3B 41 1,300
70 Beaird Harris $1.2B+ 25 2,499 66
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 $2.7B+ 32 675 62 50
76 The Financial Advisory Group $1.1B 24 2,033
77 Willow Creek Wealth Management $1.6B 37 2,600
78 SJS Investment Services $2.5B+ 26 2,350
79 Jackson Thornton Asset Management $1.3B+ 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 $1.3B 20 2,064 95
83 Plancorp $5.6B+ 38 1,415
84 Prio Wealth Management $3.5B 33 1,500+
85 Meyer Capital Group $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+ 42 1,357 50 56
91 Summit Financial Strategies $1.5B+ 26 850 89 75
92 StraightLine Group $1B+ 19 5,600
93 First Foundation Advisors $5.3B 31 3,600
94 Intersect Capital $1.6B 7 440
95 Southern Wealth Management $3.4B+ 16 232
96 Foster Group $2.6B 30 4,764
97 Bailard $5.2B 52 2,080 86 54
98 View Capital Advisors $1.3B+ 17 135
99 Shufro, Rose & Co. $2B 83 2,878
100 ML&R Wealth Management $1.7B+ 24 2,193



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