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Est. 2026The front page of wealth managementNew York

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ADVSR Rankings

The ADVSR Top 500

America's 500 strongest wealth advisors, ranked by the ADVSR Open Score from verified nominations, with lists by state and by channel.

Ranked by
ADVSR Open Score: a published 100-point formula, applied only to nominees whose CRD record we verified
Status
Nominations open. First edition March 2027 (planned)
Source
Nominations, verified against FINRA BrokerCheck and the SEC's adviser search. Methodology

Nominations open

First edition March 2027, planned.

Financial advisors who are currently registered with FINRA or the SEC (or a state) and whose first registration was at least seven years ago, as shown in their BrokerCheck or Investment Adviser Public Disclosure record. Advisors can nominate themselves, and colleagues or firms can nominate them with their agreement.

Nominate an advisor

Free to enter. We publish only advisors who were nominated, whose CRD records we verified, and who agreed to be listed. How the list is ranked

The ADVSR Open Score How The ADVSR Top 500 is ranked: the same 100 points as every ADVSR list.
  • 35 Assets served
  • 15 Growth
  • 15 Experience
  • 10 Client retention
  • 10 Credentials and team
  • 15 Editors’ review

A clean BrokerCheck record is required to be listed at all. Investment performance is never scored.

What each entry shows

Name and title, firm, city and state, channel, assets served, minimum for new clients, typical client net worth, the Open Score, and a link to the CRD record with the date we checked it. Every honoree gets a page and a certificate to share.

The same scores make a list for every state and each channel: wirehouse, regional and bank, independent broker-dealer, and RIA.