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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private wealth management division full of financial advisors ...
Results from a survey, developed by independent market research and data firm Statista, will shape this annual ranking of "Best Financial Advisory Firms" in the U.S. You can check out our 2024 ...
Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]
LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, [4] over US$1 trillion in advisory and brokerage assets, [5] and generated approximately $10.3 billion in annual revenue for the 2023 fiscal year. [6]
Nationwide Mutual Insurance Company and affiliated companies, commonly shortened to Nationwide, is a group of large U.S. insurance and financial services companies based in Columbus, Ohio. The company also operates regional headquarters in Scottsdale, Arizona and Des Moines, Iowa. [2]
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