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Est. 2026The front page of wealth managementNew York

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ADVSR Rankings

ADVSR Top Teams

The 250 strongest wealth management teams, ranked by the ADVSR Open Score and split by channel and state, from verified nominations.

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

Nominations open

First edition January 2027, planned.

Teams of two or more people that have worked together for at least a year, led by an advisor who is currently registered with FINRA or the SEC (or a state) and whose first registration was at least seven years ago. The nomination names the team, its lead advisor and the lead's CRD number; every registered member is checked.

Nominate a team

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

The ADVSR Open Score How ADVSR Top Teams 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

Team name and lead advisor, 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.