Best Financial Advisory Firms 2025
For the third time, USA TODAY plans to publish a guide on the Best Financial Advisory Firms.
Therefore, in partnership with the international market research firm Statista, we have launched a survey among clients and industry experts.
The survey will be accessible until Friday January 10th, 2025. The publication of the results is expected in April 2025.
Filling out the survey will only take a few minutes. To participate, please click on the following button:
Which are the best financial advisory firms in the U.S.? Share your opinion!
To answer this question USA TODAY and Statista are conducting a survey among clients and industry experts to find out which registered investment advisory firms (so-called RIA firms) are most recommended and appreciated.
Who can participate?
The survey is directed at the following target groups:
- Clients of RIA firms
- Employees of RIA firms
- Industry experts who are neither a client nor an employee of an RIA firm
Methodology
The recommendations for each RIA firm are summarized and evaluated anonymously. In addition to the survey results additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
If you have any questions regarding the survey or project (not answered in the FAQ below), please contact Sarah Lepp at Statista via financialadvisors@statista.com.
FAQ
Q: What does a firm have to do to be considered for the top list?
A: Since it is an independent project conducted by USA TODAY and Statista, no prior registration is required or costs are involved. However, to be considered for the top list, a firm must be registered as an RIA firm with the SEC or at state level.
Q: I am working for a RIA firm, why do I have to recommend a firm other than my own?
A: For industry insiders, such as you, our survey relies, among others, on a tested peer-to-peer recommendation approach. In case that you could not accept a certain assignment: Who would you recommend to a potential client? To us, it is clear, that you are convinced of the firm you work for. Therefore, the survey builds on the knowledge on firm reputation and the mutual appreciation among peers working in the same industry –being a truthful and fair critic when recognizing the work of other industry peers. Therefore, you will have to recommend at least one firm (other than your own) to take part in the survey.
Q: Will the participation in the survey be remunerated?
A: No, given that it is an independent survey and participation is voluntary.
Q: Do I have to pay to appear on the published list?
A: No, however, all winners interested in showcasing and advertising their achievement will have the opportunity to acquire the official "Best Financial Advisory Firms 2025" logo to incorporate into their marketing strategy.
Q: Is the top list "Best Financial Advisory Firms 2025" funded by a financial advisory firm or commissioned by a specific customer?
A: No, the top list is a journalistic publication, funded, directed, and supported by USA TODAY and Statista.
Q: How are the winning firms identified?
A: The top list honors the firms that are most frequently recommended and best rated by the survey participants. Additionally, researched metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Q: Am I allowed to share the survey link with others?
A: You may share this link with other peers (including members of your firm) or clients.
Q: Until when is it possible to participate?
A: The survey is open until January 10th, 2025.
Q: When will the top list "Best Financial Advisory Firms 2025" be published?
A: The top list is planned to be published in April 2025.
Q: How do I know if my firm is among the winners?
A: The results of the survey will be published on the USA TODAY's website. In addition, the winning firms will be notified by mail shortly before the publication.
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