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FA 100: CNBC ranks the top-rated financial advisory firms of 2022

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. 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 financial advisor will ask you about your life goals and create a plan to help you reach them. That may mean discussing your budget, retirement planning, estate planning, insurance needs, long-term care or tax strategies.

An advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it’s important to make sure they are someone who is a good match for you.

To be sure, financial advisors aren’t just for rich people — working with an advisor is a great choice for anyone who wants to get their personal finances on track and set long-term objectives. The CNBC ranking is meant to be a starting point for individual investors who are looking for a financial advisor. We hope this list will help to narrow your search.

For the fourth year in a row, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.

Review the methodology which CNBC employed to determine the FA 100 ranking for 2022 in collaboration with AccuPoint Solutions. (CNBC does not charge any type of fee to advisors to be listed in this annual ranking.)

2022 RANKFIRMHQTOTAL AUMYEARS IN THE BUSINESSACCOUNTS UNDER MANAGEMENT2021 RANK1Woodley Farra ManionIN$1.4B271,106172Dana Investment AdvisorsWI$7B421,25613Albion Financial GroupUT$1.4B402,221504Heritage Investment GroupFL$1.7B291,888245Edgemoor Investment AdvisorsMD$1.1B23320266Salem Investment CounselorsNC$3.5B431,85027Leavell Investment ManagementAL$2.1B432,000338Halbert Hargrove Global AdvisorsCA$3B334,099499The Burney CompanyVA$2.6B484,1623810Lee, Danner & BassTN$1.4B349256611TFC Financial ManagementMA$1.2B421,3756912Parsons Capital ManagementRI$1.8B281,5451913Pittenger & AndersonNE$2.2B278155314Kistler-Tiffany AdvisorsPA$1.1B141,464-15Professional Advisory ServicesFL$1.2B451,087-16Cadinha & Co.HI$1.1B431,3839017Ferguson Wellman Capital ManagementOR$6.9B47928-18RTD Financial AdvisorsPA$2.2B396606819Equius PartnersCA$1.1B381,0834320Wetherby Asset ManagementCA$6.4B32591-21Acropolis Investment ManagementMO$1.8B201,055-22Godsey & Gibb Wealth ManagementVA$1.2B371,569-23Manchester Capital ManagementVT$3.2B291,609-24Phillips FinancialIN$1.5B182,1667125Azzad Asset ManagementVA$1.2B251,3203926Richard C. Young & Co.FL$1.3B332,761527California Financial AdvisorsCA$1.5B243,089728NewSouth Capital ManagementTN$2.4B37179329Avity Investment ManagementCT$1.7B527641530Tom Johnson Investment ManagementOK$1.6B395,5001031Zemenick & WalkerMO$2.5B242372932Luther King Capital ManagementTX$23.1B433,4002233First Foundation AdvisorsCA$4.8B321,6379334North Star Asset ManagementWI$2.1B252,915835H.M. Payson & Co.ME$6B1683,5003436Zevenbergen Capital InvestmentsWA$4.9B182793637Guyasuta Investment AdvisorsPA$1.8B391,2503238ZWJ Investment CounselGA$3B409002039Gofen & GlossbergIL$6.5B903,409640David Vaughan InvestmentsIL$3.8B451,3602141Check Capital ManagementCA$1.4B361,991442Foster & Motley Wealth ManagementOH$2.1B257505943Southern Wealth ManagementTX$2.8B171,5009544Beaird HarrisTX$1.5B262,8967045Wilbanks, Smith & Thomas Asset ManagementVA$4.4B315,0634146Badgley Phelps Wealth ManagersWA$4.1B562,1625247Anchor Capital AdvisorsMA$8.1B391,1103548Beese Fulmer Private Wealth ManagementOH$1.3B421,0325549Steele Capital ManagementIA$2.8B263,8006750Oak Ridge InvestmentsIL$1.2B331,531-51Eagle Global AdvisorsTX$1.7B254008652C.W. Henderson & AssociatesIL$4B311,4926253Lee FinancialTX$1.2B471,6004854Roffman Miller Wealth ManagementPA$2.3B311,3004055Hahn Capital ManagementCA$1.1B341063756Palisade Capital ManagementNJ$4.3B272,2258857Column Capital AdvisorsIN$1.3B171,608-58Foster GroupIA$3.4B335,2939659WA Asset ManagementAL$5.2B235,781-60FORVIS Wealth AdvisorsMO$7.4B2411,8935661JMG Financial GroupIL$4.7B384,262-62Rather & Kittrell Capital ManagementTN$1.3B222,450-63Sage Financial GroupPA$3.1B338007564Meritage Portfolio ManagementKS$2B311,3056065Diversified ManagementWI$1.6B291,6116166Index Fund AdvisorsCA$4.3B232,4427267StraightLineMI$1.2B205,7269268Sheaff Brock Investment AdvisorsIN$1.4B291,9538269View Capital AdvisorsTX$1.4B181739870Conrad Siegel Investment AdvisorsPA$7.9B20761-71Farr, Miller & WashingtonDC$2.1B261,4305772Schaper, Benz & Wise Investment CounselWI$1.4B318285473ML&R Wealth ManagementTX$1.7B2568610074Wingate Wealth AdvisorsMA$1.1B36633-75Legacy Wealth ManagementTN$1.7B401,2998076Clifford Swan Investment CounselorsCA$3.7B1079452777Capstone Financial AdvisorsIL$2.1B232,718-78Bitterroot Capital AdvisorsMT$1.2B2317-79Provident Trust CompanyWI$6.5B231,234-80Charles D. Hyman & Co.FL$2B289316381Cardiff Park AdvisorsCA$2.2B19380-82Conservest Capital AdvisorsPA$1.6B29251-83Henssler FinancialGA$2.5B351,4166484Annandale CapitalTX$1B17180-85Donaldson Capital ManagementIN$2.3B273,730-86E. S. Barr & Co.KY$1.5B308577487BLB & B AdvisorsPA$2.1B582,768-88Jackson Thornton Asset ManagementAL$1.6B239277989Apriem AdvisorsCA$1B24710-90The Financial Advisory GroupTX$1.2B252,1547691Sadoff Investment ManagementWI$1.6B446108792Coastal Bridge AdvisorsCT$2.9B143,994-93D.F. Dent & Co.MD$8.1B461,4301494Beacon Capital ManagementOH$5.1B2216,6711195Certified Financial GroupFL$2.2M235,000-96Provident Investment ManagementMI$955M411,000-97Sather Financial GroupTX$1.2B231,354-98BailardCA$5B532,2689799Summit Financial StrategiesOH$1.7B2787491100Carret Asset ManagementNY$3.1B582,000+25

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