In 2024, CNBC ranks the top-rated financial advisory firms.

In 2024, CNBC ranks the top-rated financial advisory firms.
In 2024, CNBC ranks the top-rated financial advisory firms.
  • The CNBC FA 100 ranking, now in its sixth year, highlights advisory firms that assist clients in managing their finances effectively.
  • Consulting with an advisor is an excellent option for individuals seeking to manage their finances effectively and achieve long-term goals.
  • The CNBC FA 100 ranking for 2024 evaluates advisors based on more than just their assets under management.

Navigating the complex process of selecting the right financial advisor to assist with your financial objectives can be challenging.

There are so many things to consider.

Financial advisors specialize in different areas and offer varying services. However, a financial advisor will evaluate your current financial status, taking into account your assets, debts, and expenses, to identify areas for improvement.

A financial advisor will construct a personalized plan to help you achieve your financial goals by discussing your life goals, budget, retirement planning, estate planning, insurance needs, long-term care, and tax strategies.

An advisor can significantly aid clients in increasing and safeguarding their wealth. The crucial aspect is to select a trustworthy advisor who aligns with your needs.

Financial advisors are not only for the wealthy; working with an advisor is beneficial for anyone seeking to manage their finances effectively and achieve long-term goals. The CNBC ranking serves as a starting point for individual investors searching for a financial advisor. We hope this list will assist in narrowing your search.

For the sixth consecutive year, CNBC releases its list of the top financial advisors, featuring advisory firms that excel in guiding clients through their financial journeys.

CNBC collaborated with AccuPoint Solutions to determine the FA 100 ranking for 2024 through a methodology review. (Editor's note: CNBC does not receive compensation for placing financial advisory firms on our list, and an advisor's appearance on our ranking does not constitute an individual endorsement by CNBC of any firm.)

The chart below shows the ranking of the top 10 universities in the world.

by CNBC.com staff

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