January 23, 2024
![2024 Annual Awards Badge 2024 Annual Awards Badge](https://rmgcore2.s3.amazonaws.com/webp/fspdunu/investor.com%2520Base%2520Badge.webp)
Welcome to the inaugural investor.com Annual Awards 2024, recognizing the Best Financial Advisor Firms.
Our experts spent more than six months researching and analyzing our database of 17,000+ U.S. financial advisor firms. Investor.com’s Annual Awards 2024 spotlight winners for Best Financial Advisor Firms across three categories:
- Best Financial Advisor Firms Serving Everyday Americans
→ These award-winning firms focus on middle-income clients. - Best Financial Advisor Firms Serving High Net Worth Clients
→ These best-of firms focus on wealthier clients. - Best Hybrid Financial Advisor Firms
→ These companies are the best of the best among so-called “hybrid” firms — companies that are both registered investment advisors and broker-dealers.
All of the award-winning firms met the following criteria:
- They have spotless records — that is, no disciplinary history at all.
- They report minimal conflicts of interest (based on the conflicts of interest we track*).
- They are established businesses, with a record of being in business for five years or more.
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Data as of Dec. 3, 2023
*Data covers the following conflicts of interest: attorney conflict, broker-dealer conflict (this conflict is allowed for the “Best Hybrid Firms" award), commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary investments, soft-dollar benefit conflict (this conflict is allowed for the “Best Hybrid Firms" award). See our Trust Algorithm for more on the conflicts and disciplinary history we track in our database.