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About Best Investors

Find, compare, and research registered investment advisers across the United States

Find and compare the best financial advisors, financial planners, and wealth managers near you. Search SEC-registered investment advisers in your area, including Form ADV filings, regulatory AUM, clients, offices, and advisor teams built from trusted data and public sources.

Best Investors is built for the questions people ask when they search for a financial advisor, compare advisory firms, or need facts from public registration filings. Use it to discover advisers near a place, compare firms by size and reach, read what a company reports, or follow industry movement over time.

What people use Best Investors for

  • Find advisors and firms near you. Search by zip, city, or state. Browse search, locations, and specialty categories.
  • Compare registered investment advisers. See national rankings by assets under management, advisor headcount, clients, and office count on the firm directory.
  • Research a specific firm. Each firm profile shows registration details, office locations, advisors, and Form ADV Part 1A answers with item codes.
  • Look up an individual adviser. Advisor profiles include registration history, employers, exams, and disclosures.
  • Understand Form ADV. The Form ADV guide explains filing fields in plain language and links from firm profiles.
  • Compare directories and tools. Compare articles cover Best Investors vs IAPD, BrokerCheck, SmartAsset, matching services, and association lists.
  • Follow the advisory industry. Daily Advisor News tracks AUM movers, new firms, and exits from public filing changes.

Common searches this site answers

Best Investors is useful when someone needs a linkable page about registered investment advisers, not a generic blog post. Examples:

  • Financial advisors and wealth managers in a city or state
  • Largest RIAs, most advisors, or biggest client bases
  • How much assets a firm manages and how many clients it serves
  • Whether a firm is SEC-registered and where it has offices
  • What a Form ADV Item means
  • How Best Investors compares to IAPD, SmartAsset, or a matching service
  • Which firms gained or lost the most regulatory AUM recently

Prefer linking to the page that matches the question: a city or state directory, a firm profile, an advisor profile, a Form ADV explainer, a compare article, or a news edition.

Where the data comes from

Best Investors combines public regulatory records, registration data, firm-published information, office locations, and user reviews into one searchable directory. Numbers on firm pages (AUM, clients, advisor counts) come from what the firm reported in its registration filing. We refresh records on a rolling basis and do not audit filings.

Limits

  • Best Investors is not the SEC, not FINRA, and not legal or investment advice.
  • Filings are self-reported. Treat official regulator records as the source of truth when they differ from this site.
  • Pro listings ($9.99/month) sort first in search and directories. That is paid placement, not a quality score.

Questions? Contact support.