FA 100: CNBC ranks the top-rated financial advisory firms of 2023


Finding the right financial advisor to help with your financial needs and goals can be a very complicated process.

There are so many things to consider.

For example, every financial advisor has their own area of expertise. The services provided by financial advisors will vary based on the type of advisor but, overall, a financial advisor will assess your current financial situation — including your assets, debts and expenses — and identify areas for improvement.

Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients. A good advisor will ask about your goals in life and then create a plan that can help you achieve them. A financial advisor is a key player in helping clients protect and grow their wealth. Finding an advisor that you can trust is key. It’s also important to ensure they’re a good fit for you. CNBC’s ranking is intended to serve as a guide for investors looking for financial advisors. CNBC has released its top financial advisors ranking for the fifth consecutive year. The CNBC FA 100 is a ranking of the top financial advisors that help clients to navigate their lives. CNBC does not receive compensation for placing financial advisory firms in our list. CNBC does not endorse any advisor based on their appearance in our ranking. )