Best Financial Advisory Firms 2024

For the second time, USA TODAY plans to publish a guide on the Best Financial Advisory Firms.

Therefore, in partnership with the international market research firm Statista, we have launched a survey among clients and industry experts.

The survey will be accessible until Friday January 10th, 2024. The publication of the results is expected in April 2024.

Filling out the survey will only take a few minutes. To participate, please click on the following button:


Which are the best financial advisory firms in the U.S.? Share your opinion!

To answer this question USA TODAY and Statista are conducting a survey among clients and industry experts to find out which registered investment advisory firms (so-called RIA firms) are most recommended and appreciated.


Who can participate?

The survey is directed at the following target groups:

  • Clients of RIA firms
  • Employees of RIA firms
  • Industry experts who are neither a client nor an employee of an RIA firm



The recommendations for each RIA firm are summarized and evaluated anonymously. In addition to the survey results additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

If you have any questions regarding the survey or project (not answered in the FAQ below), please contact Andreas Korte at Statista via



Information about the timing of deleting personal data, the countries where we save data (e.g., U.S., EU, UK, Singapore), and the companies we collaborate with can be found in our privacy statement.