Fisher Investments is a large, fee-only financial advisory business with over 100,000 individual clients situated in Washington.
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The business with the biggest AUM on our list, CAPTRUST, is a fee-based financial adviser situated in Raleigh, North Carolina.
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Mercer Global Advisors is a financial advisory business located in Denver. Thousands of individuals are served by the fee-based company.
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Madison Investment Advisors is a fee-only financial advisory business situated in the city of Madison, Wisconsin.
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Summit Rock Advisors, situated in New York City, is the prototypical elite family office, with fewer than 50 unique customers.
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Buckingham Strategic Wealth, based in St. Louis, is a mostly individual-focused financial advisory organisation.
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Moneta Group Investment Advisors' clientele consists primarily of individuals with high and low net worth.
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Fort Washington Investment Advisors is a Cincinnati-based financial advice organisation that provides a variety of services.
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Beacon Pointe Advisors serves approximately 10,000 individual clients, the vast majority of whom do not have a high net worth.
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NFP Retirement's advisory services are largely focused on assisting clients, as the name indicates.
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