Here is our annual ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.

The Top 100 Financial Advisors and Teams

Advisors have discovered the advantages of working in teams—the bigger the better. Here’s what goes into building a winning team.

How This Advisory Is Putting Concerns About Tax Hikes and Pricey Stocks in Perspective

For Income, These Advisors Are Sticking With Stocks

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