GenRank™

Financial Advisors

Rankings are recomputed on the monthly poll cycle.

AI Consensus Ranking

  1. #1NAPFA117.7
  2. #2Vanguard113.0
  3. #3Fidelity106.1
  4. #4XY Planning Network84.0
  5. #5Vanguard Personal Advisor services81.1
  6. #6Schwab Intelligent Portfolios71.0
  7. #7CFP62.6
  8. #8FINRA’s BrokerCheck62.1
  9. #9Fidelity Go60.5
  10. #10Facet50.7
  11. #11Garrett Planning Network49.8
  12. #12Charles Schwab Bank49.6
  13. #13SEC's IAPD database47.0
  14. #14Creative Planning46.7
  15. #15Edelman Financial Engines42.3
  16. #16NAPFA-registered fee-only advisors41.0
  17. #17CFP® professionals41.0
  18. #18Fidelity Wealth Management40.3
  19. #19Raymond James39.0
  20. #20Charles Schwab Wealth Advisory38.6
  21. #21Morgan Stanley Wealth Management36.2
  22. #22UBS Wealth Management35.2
  23. #23Schwab34.5
  24. #24RICP32.4
  25. #25Mercer Advisors32.0
  26. #26NAPFA-registered advisors31.5
  27. #27Wealthfront30.0
  28. #28Vanguard Digital Advisor30.0
  29. #29Betterment30.0
  30. #30Robo-advisors30.0
  31. #31Mariner Wealth Advisors29.3
  32. #32Fidelity Wealth Services29.0
  33. #33Betterment Premium29.0
  34. #34Betterment Digital27.8
  35. #35Schwab Intelligent Portfolios Premium25.6
  36. #36CFP Board’s “Let’s Make a Plan” directory25.6
  37. #37Vanguard Personal Advisor Select24.1
  38. #38Chartered Retirement Planning Counselor23.1
  39. #39flat fees23.1
  40. #40Fee-only NAPFA advisor23.1
  41. #41Advice Select22.3
  42. #42Flat-Fee Independent RIAs22.3
  43. #43Merrill21.5
  44. #44SEC’s Investor.gov tools21.0
  45. #45Form CRS20.5
  46. #46Chartered Retirement Plans Specialist20.3
  47. #47Traditional AUM Advisors20.3
  48. #48Form ADV20.1
  49. #49One-Time / Project-Based Financial Planners18.7
  50. #50Ameriprise Financial18.7

Ranked Questions

Financial Advisors — AI Rankings | GenRank