CNBC Ranks Top 100 Financial Advisory Firms for 2023

CNBC ranks the top 100 financial advisory firms each year based on assets under management, client experience, and other factors.

The 2023 ranking provides a starting point for investors seeking an advisor to help meet financial goals.

Advisors construct personalized plans to achieve clients' financial objectives, like retirement planning and estate planning.

Finding the right advisor requires researching firms, considering specialties, and finding a good match.

CNBC's methodology for the 2023 ranking included weighing assets under management, years in business, and number of accounts.