We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

Whether or not publicly traded wealth management firms disclose their headcounts of financial advisors in their quarterly earnings, the number represents a closely watched industry metric. So the ...

Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

For the first time, a registered investment advisory firm requires at least $10 billion in assets under management to make the list of the 20 largest fee-only firms in the U.S. In fact, Chicago-based ...

Holistic Planning, a national fee-only registered investment advisory firm with more than $1.25 billion in assets under ...

HB Wealth Management is an SEC-registered, fee-only advisory firm based in Atlanta. The firm employs more than 300 professionals and manages over $30 billion in assets as of December 2025. It serves ...

Bogart Wealth is an independent, fee-only wealth management firm based in McLean. The SEC-registered RIA acts as a fiduciary and serves over 1,300 households across the US. The company focuses on ...

Mariner offers holistic wealth management services delivered by a team of financial pros with varied expertise. Many or all of the products on this page are from partners who compensate us when you ...

Before you search for a financial professional, ask yourself what kind of financial advice you need. You'll then know where ...

Corient, the Miami-based fee-only registered investment advisor, plans to expand into Canada by taking over the businesses of ...

Find out the typical investment minimums of wealth management firms. Learn about the other costs and factors to consider when choosing the right one.