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CEOWORLD magazine - Latest - Special Reports - Ranked: America’s Best Investment Advisory Firms, 2023

Banking and FinanceMoney and WealthSpecial Reports

Ranked: America’s Best Investment Advisory Firms, 2023

investment advisory

CEOWORLD magazine recognizes the leading investment consultants in the U.S. market, who play a significant role in important discussions about investing approaches, life-stage planning, and wealth management. With hundreds of thousands of investment advisors to choose from across the U.S., selecting which one to collaborate with can be daunting. The most recent CEOWORLD magazine, America’s Best Investment Advisory Firms for 2023 highlights some of the top investment advisory companies in the nation.

Best Investment Advisory Firms in the United States, 2023

2Hightower$500K–$999KChicagoBob Oros, Scott Holsopple, Dan Watanapongse95.36
1Edelman Financial EnginesUnder $500KSanta Clara, Calif.Jay Shah, Suzanne van Staveren, Kelly O'Donnell94.86
5Wealth Enhancement Advisory ServicesUnder $500KPlymouth, Minn.Jeff Dekko, Jim Cahn, Kelly Windorski94.81
3Creative Planning$500K–$999KOverland Park, Kan.Peter Mallouk, Lee Richardson, Jonathan Knapp94.76
7Captrust$1 mil–$10 milRaleigh, N.C.J. Fielding Miller, Ben Goldstein, Wilson Hoyle94.56
4Mariner Wealth Advisors$1 mil–$10 milOverland Park, Kan.Marty Bicknell, Cheryl Bicknell, Todd Cassler94.31
9CressetOver $10 milChicagoAvy Stein, Eric Becker, Liz Nesvold94.18
6CIBC Private Wealth$1 mil–$10 milAtlantaJohn S. "Jack" Markwalter Jr., Bruce D. Katz, Diana K. Vasquez93.55
10Mercer Advisors$1 mil–$10 milDenverDave Welling, Daniel Gourvitch, Michael Henry93.3
8Private Advisor GroupUnder $500KMorristown, N.J.Frank Smith, Patrick Sullivan, John Hyland93.3

Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. In addition, investors are advised that past investment product performance is no guarantee of future price appreciation.

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CEOWORLD magazine - Latest - Special Reports - Ranked: America’s Best Investment Advisory Firms, 2023
Anna Papadopoulos
Anna Papadopoulos is a senior money, wealth, and asset management reporter at CEOWORLD magazine, covering consumer issues, investing and financial communities + author of the CEOWORLD magazine newsletter, writing about money with an enthusiasm unknown to mankind. You can follow CEOWORLD magazine on Twitter, Facebook, Instagram, or connect on LinkedIn for musings on money, wealth, asset management, millionaires, and billionaires. Email her at