Best Financial Advisory Firms 2023
USA TODAY and Statista are partnering to create a list of financial advisory excellence: "Best Financial Advisory Firms 2023"
The goal is to provide a unique insider's view of the financial advisory industry. To do so, we are conducting a survey among experts and clients in the financial advisory industry across the United States and combining the results with other research components.
The survey will be accessible until Friday January 13, 2023. The publication of the results is expected in April 2023.
You can register now to receive a personal invitation to the survey.
Which are the best financial advisory firms in the U.S.? Share your opinion.
To answer this question, USA TODAY is conducting a survey among employees and clients of SEC- and/or state-registered investment adviser (RIA) firms in co-operation with the independent market research and data company Statista. Statista publishes worldwide-established rankings and company listings with high profile media partners around the world.
Who can participate?
The survey is directed at the following two target groups:
- Experts (employees of RIA firms)
- Clients (people who are or have been advised by RIA firms)
What does the survey look like?
The structure of the survey differs depending on the target group. While clients will be asked to recommend and evaluate the RIA firms they are familiar with (in general or for specific services), the survey for experts follows the “give and take” principle. That means that they are first asked to recommend and evaluate other RIA firms they know and appreciate. They are then asked to nominate other experts or clients who can evaluate their own firm.
The survey only takes a few minutes, and participation is voluntary. The recommendations are summarized and evaluated anonymously. Self-recommendations will not be considered. 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 (not answered in the FAQ below), please contact Andreas Korte at Statista via BestFinancialAdvisorsUS@statista.com.
FAQ
- What does a firm have to do to be nominated to appear in the top list?
Since it is an independent survey carried out by USA TODAY and Statista, your firm needs to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination.
- I am working for a RIA firm, why do I have to recommend a firm other than my own?
For industry insiders, such as you, our survey relies, among others, on a tested peer-to-peer recommendation approach. In case that you could not accept a certain assignment: Who would you recommend to a potential client? To us, it is clear, that you are convinced of the firm you work for. Therefore, the survey builds on the knowledge on firm reputation and the mutual appreciation among peers working in the same industry – being a truthful and fair critic when recognizing the work of other industry peers. Therefore, you will have to recommend at least one firm (other than your own) to take part in the survey.
- Will the participation in the survey be remunerated?
No, given that it is an independent survey and participation is voluntary.
- Do I have to pay to appear on the published list?
No. However, there will be a licensing fee for use of the "Best Financial Advisory Firms 2023" logo. This offer is open to all winners and voluntary.
- Is the top list "Best Financial Advisory Firms 2023" funded by a financial advisory firm or commissioned by a specific customer?
No, the top list is a journalistic publication, funded, directed, and supported by USA TODAY and Statista.
- How are the winning firms identified?
The top list honors the firms that are most frequently recommended and best rated by the survey participants. Additionally, researched metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
- Am I allowed to share the link to this registration website with others?
You may share this link with other peers (including members of your firm) or clients.
- Until when is it possible to participate?
The survey is open until January 13th, 2023.
- When will the top list "Best Financial Advisory Firms 2023" be published?
The top list is planned to be published in April 2023.
- How do I know if my firm is among the winners?
The results of the survey will be published on the USA TODAY's website. In addition, the winning firms will be notified by mail shortly before the publication.
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