Investor.com
As the new year kicks off, more than half of Americans surveyed have vowed to improve their finances. But, as they research different financial professionals, how will they know how to choose a financial advisor they can trust?
The 94 financial advisory firms listed below were selected using our rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly.
#4 RIA in the West by Investment News
Dec 26, 2018
Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
Jun 17, 2019
Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020
Oct 21, 2020
Dave Barton Named M&A Leader of the Year
Aug 14, 2018
Dave Welling Named CEO of the Year
Sep 16, 2019
#4 RIA in the West by Investment News
Dec 26, 2018
Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
Jun 17, 2019
Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020
Oct 21, 2020
Dave Barton Named M&A Leader of the Year
Aug 14, 2018
Dave Welling Named CEO of the Year
Sep 16, 2019