By Jennifer H. Cunningham, Editor-in-Chief, Newsweek
Financial advisers can help you manage your money, plan for retirement and create short- and long-term goals to keep you feeling financially secure for years to come. Whether you are a young adult looking to start saving or a soon-to-be retiree planning for your next chapter, these professionals are a resource you can rely on.
About 27 percent of Americans utilize financial advisors to manage their money, according to YouGov. When looking for an advisory service, they seek companies that are trustworthy, have a wealth of expertise and are known for their brand reputation.
That is why Newsweek is proud to partner with Plant-A Insights for the second year to bring you America’s Top Financial Advisory Firms 2026, highlighting 1,000 companies across the country to help you achieve your financial goals.
This ranking was built on a shortlist of firms with more than $20 million assets under management, at least three wealth advisers, a minimum of five individual clients and at least two years of SEC registration. These companies were then evaluated on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Firms included in this ranking are 401K Investment Professionals, Alexander Capital Wealth Management, Beacon Pointe Advisors, Custos Family Office and Seaview Investment Managers.
We hope that this ranking helps you find a firm that will help you meet your financial goals, no matter your income, stage of life or savings goals.
AUM = Assets Under Management / CAGR = Compound Annual Growth Rate
Concurrent Investment Advisors (“Concurrent”) and/or its Investment Adviser Representatives may be mentioned in third-party publications or rankings. Third-party ratings, awards, or recognitions are not indicative of future investment performance and do not represent a guarantee that any client or prospective client will have a similar experience.
Unless otherwise disclosed, Concurrent did not pay a fee to be considered for, or to receive, the referenced award; however, the firm may choose to pay for marketing materials or licensing rights associated with the use of the award logo or name after recognition is granted. Third-party rankings generally rely on information prepared and submitted by the adviser, public data, or other materials provided by the adviser. Concurrent makes no representation regarding the methodology or completeness of the information used by the third-party rating entity.
