GenRank™

Financial Advisors

Rankings are recomputed on the monthly poll cycle.

AI Consensus Ranking

  1. #1Facet86.2
  2. #2Vanguard Personal Advisor Select70.2
  3. #3Retirable69.6
  4. #4CFP62.5
  5. #5Fee-only fiduciary advisors45.4
  6. #6CFP Board's "Let's Make a Plan"45.2
  7. #7Betterment Premium41.3
  8. #8Creative Planning36.1
  9. #9Edelman Financial Engines33.8
  10. #10NAPFA33.3
  11. #11FINRA’s BrokerCheck31.3
  12. #12Morgan Stanley Wealth Management30.0
  13. #13CFP® professionals30.0
  14. #14Mercer Advisors29.8
  15. #15NerdWallet28.6
  16. #16Vanguard28.3
  17. #17Edward Jones28.2
  18. #18Raymond James26.8
  19. #19Beacon Pointe Advisors25.0
  20. #20SEC IAPD24.7
  21. #21Merrill Wealth Management23.1
  22. #22Flat-fee or hourly advisors23.1
  23. #23Betterment21.2
  24. #24Domain Money20.9
  25. #25Aspiriant20.7
  26. #26Subscription / monthly-fee advisors20.3
  27. #27UBS Wealth Management20.3
  28. #28NAPFA-registered advisors20.3
  29. #29CAPTRUST19.2
  30. #30Low-cost NAPFA-registered firms18.7
  31. #31Cresset18.7
  32. #32RICP17.9
  33. #33Neuberger Berman17.7
  34. #34HB Wealth17.3
  35. #35Alpha Architect16.9
  36. #36Hightower-affiliated advisory teams16.9
  37. #37Mariner Wealth Advisors16.6
  38. #38NAPFA’s “Find an Advisor” directory15.8
  39. #39Apollon Wealth Management15.6
  40. #40SEC’s Investment Adviser Public Disclosure (IAPD)15.4
  41. #41Robo-advisors15.0
  42. #42Ameriprise Financial14.5
  43. #43T. Rowe Price14.1
  44. #44Commonwealth Financial Network13.5
  45. #45RMA12.8
  46. #46Stifel12.5
  47. #47Fidelity Wealth Management11.5
  48. #48fee-only human advisors11.5
  49. #49Schwab10.7
  50. #50U.S. Bank10.2

Ranked Questions