CNBC’s 2024 Top 100 Financial Advisors: Rankings and Selection Criteria

CNBC’s annual list highlights financial advisory firms serving individual investors, including this year’s leading firms and the scale of the list. The segment also explains how firms were screened and what kinds of services leading advisers emphasize as investors increasingly turn to AI for guidance.

- List overview: firms across 36 states, their combined assets, and the top-ranked firms.
- Selection process: screening of registered investment advisers, disqualifying disclosures or regulatory violations, and ranking criteria.
- Adviser services and disclosure: focus areas such as estate and tax planning, wealth transfer, and philanthropy; firms do not apply or pay to be included.

For investors comparing advisory firms, this provides context on the ranking and its methodology, rather than personalized financial advice. Visit CNBC’s FA 100 page for the full list and methodology.