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The top 100 financial advisory firms of 2026, ranked by CNBC

CNBC’s Financial Advisor 100 FAQ: Who is eligible and how rankings workThu, Oct 8th 2026CNBC’s No. 1 financial advisor takes a family-office approachThu, Oct 8th 2026Why Nvidia stock drop isn’t a big deal for many ETF, mutual fund investors24 min agoMarket sell-off hits hard: Advisors say ‘stay the course with an eye on buying’ Mon, Nov 9th 2026HSAs: What to know before open enrollment for 2027Thu, Nov 5th 2026Some investors have midterm election jitters — what history shows about stocksThu, Oct 29th 2026

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Roth conversions: When the ‘juice isn’t really worth the squeeze,’ according to a top-ranked advisorKate Dore, CFP®, EASun, Oct 18th 2026How to navigate new tax rules in year-end planning, according to top-ranked advisorsKate Dore, CFP®, EAFri, Oct 9th 2026Trump Accounts top 70 million as new stock-donation rules open door to ‘mega donors,’ official saysJessica Dickler|Kate Dore, CFP®, EAThu, Oct 8th 2026Bessent says to adjust your paycheck withholding — but mistakes could trigger a tax billKate Dore, CFP®, EAFri, Apr 17th 2026Your past-due student loans can make it harder to rent an apartment. These 5 tips can help Annie NovaMon, Dec 29th 2025Unmarried couples aren’t viewed as ‘a default unit’ at end of life, advisor says. Why that mattersSarah AgostinoFri, Dec 26th 2025Some student loan borrowers, unaware of relief options, pay ‘more than necessary,’ advisor saysAnnie NovaSun, Dec 14th 2025AI money advice has risks, advisor says: ‘It’s ignoring the personal and emotional part of it’Jessica DicklerWed, Dec 3rd 2025Health-care costs force trade-offs: Investors ‘worry about all these moving pieces,’ advisor saysSharon Epperson|Stephanie DhueMon, Dec 1st 2025Most retirees avoid telling adult children about their inheritance. What advisors recommend sharingSarah AgostinoTue, Nov 25th 2025What to know if you’re nearing age 65 with an HSA: Some retirees have ‘meaningful’ balancesSarah AgostinoFri, Nov 21st 2025Investors cashing in on gold’s run face higher capital gains taxes: What to knowGreg IacurciMon, Nov 17th 2025After years of market gains, it’s time to reassess your portfolio ‘risk exposure’: top advisorSarah AgostinoWed, Nov 5th 2025With fewer safety nets, ‘robbed’ Gen X is facing a retirement crisis, top advisor saysJessica DicklerTue, Nov 4th 2025As the Fed cuts rates, adjustable-rate mortgages are ‘an underappreciated opportunity’: Top advisorJessica DicklerThu, Oct 30th 2025How to prepare your portfolio for lower interest rates, according to top advisorsJessica DicklerTue, Oct 21st 2025How much you can make in 2026 and still pay 0% capital gainsKate Dore, CFP®, EATue, Oct 14th 2025Gold hits $4,000 but stocks still win over time. ‘Gold glitters but earnings compound’: top advisorJessica DicklerWed, Oct 8th 2025Year end is ‘absolutely a great time’ to review your finances, CFP says: Here’s what to doAna Teresa SoláSat, Oct 4th 2025watch nowVIDEO01:05Chevy Chase makes CNBC’s Financial Advisor 100 listFri, Oct 3rd 2025watch nowVIDEO03:25CNBC reveals the top firm on this year’s Financial Advisor 100 list, Parsons CapitalWed, Oct 1st 2025How CNBC’s No. 1 financial advisor uses a ‘white glove approach’ in tumultuous timesJessica DicklerWed, Oct 1st 2025Buying a home is ‘a way to increase your net worth over time,’ top-ranked advisor saysAna Teresa SoláTue, Oct 29th 2024A key change to 529 plans this year is already triggering parents to save more for collegeJessica DicklerFri, Oct 25th 2024