CEOWORLD magazine recognizes the leading investment consultants in the U.S. market, who play a significant role in important discussions about investing approaches, life-stage planning, and wealth management. With hundreds of thousands of investment advisors to choose from across the U.S., selecting which one to collaborate with can be daunting. The most recent CEOWORLD magazine, America’s Best Investment Advisory Firms for 2023 highlights some of the top investment advisory companies in the nation.
Best Investment Advisory Firms in the United States, 2023
| RANK | FIRM | MEDIAN ACCOUNT SIZE | LOCATION | TOP EXECUTIVES | SCORE |
|---|---|---|---|---|---|
| 2 | Hightower | $500K–$999K | Chicago | Bob Oros, Scott Holsopple, Dan Watanapongse | 95.36 |
| 1 | Edelman Financial Engines | Under $500K | Santa Clara, Calif. | Jay Shah, Suzanne van Staveren, Kelly O’Donnell | 94.86 |
| 5 | Wealth Enhancement Advisory Services | Under $500K | Plymouth, Minn. | Jeff Dekko, Jim Cahn, Kelly Windorski | 94.81 |
| 3 | Creative Planning | $500K–$999K | Overland Park, Kan. | Peter Mallouk, Lee Richardson, Jonathan Knapp | 94.76 |
| 7 | Captrust | $1 mil–$10 mil | Raleigh, N.C. | J. Fielding Miller, Ben Goldstein, Wilson Hoyle | 94.56 |
| 4 | Mariner Wealth Advisors | $1 mil–$10 mil | Overland Park, Kan. | Marty Bicknell, Cheryl Bicknell, Todd Cassler | 94.31 |
| 9 | Cresset | Over $10 mil | Chicago | Avy Stein, Eric Becker, Liz Nesvold | 94.18 |
| 6 | CIBC Private Wealth | $1 mil–$10 mil | Atlanta | John S. “Jack” Markwalter Jr., Bruce D. Katz, Diana K. Vasquez | 93.55 |
| 10 | Mercer Advisors | $1 mil–$10 mil | Denver | Dave Welling, Daniel Gourvitch, Michael Henry | 93.3 |
| 8 | Private Advisor Group | Under $500K | Morristown, N.J. | Frank Smith, Patrick Sullivan, John Hyland | 93.3 |
Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. In addition, investors are advised that past investment product performance is no guarantee of future price appreciation.
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