Barron's Advisor Rankings

As financial advisors set their sights on the wealthiest Americans, mainstream investors are getting squeezed out. Here’s what to do.

Barron’s fourth-ranked advisor in New Mexico, Katie Thompson, explains the key concerns for widowed or divorced women suddenly faced with navigating their finances alone.

Jamie Williams, Barron’s 25th-ranked advisor in Michigan, does his own investment research and buys individual stocks and bonds. That has helped him build a thriving practice.

Yaz Hassan, ranked No. 11 in Tennessee on Barron’s 2026 list of Top 1500 Advisors, helps clients grow their wealth while avoiding unnecessary risks.

Barron’s 18th annual state-by-state ranking of financial advisors has gotten bigger—and, we’d argue, better than ever.

The way independent financial advisories are owned and operated can have important implications for investors. What to know.

Our 10th annual ranking of the top U.S. independent wealth management firms reveals a flood of client assets into the top firms. Of course, bigger doesn’t always mean better.

Kevin Grimes, head of $5.8 billion-asset Grimes & Co., explains why the time was right to take private-equity money.

The $70.4 billion-asset firm that focuses on family-office services is moving up Barron’s Top RIA rankings.

Why NewEdge Capital is using alternative investments amid an uncertain economy—and how it’s benefiting from having private-equity backers.

Performance Wealth CEO Thomas Salvino says integrity, respect, and love for the work are at the core of the advisory built by three generations of his family.

Investing used to be a mostly male domain. Young women are helping to change that.

Dozens of women have repeatedly made our list over the past two decades. It’s a testament to the overall excellence of the advisors we highlight each year.

Four top-ranked female financial advisors share their secrets to retaining widowed women clients, why some women are better investors than men, and more.

More than $80 trillion is slated for offspring and charities—but much of it will go to widows first.

Merrill’s Arbogast Breen Giles Olmo Group assists ultrawealthy tech entrepreneurs with transferring wealth to their heirs, managing art, and avoiding rash decisions when markets get choppy.

Along with the best private wealth teams, we also rank the top institutional consulting practices and individual advisors.

Leaders of Morgan Stanley’s Warr Group explain why advisors close to retirement choose to join their team and how this benefits their clients.

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes being too big can backfire.

Longtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way.