FA 100: CNBC ranks the top-rated financial advisory firms of 2020
Finding the right financial advisor to help with your financial needs and goals can be complicated.There are so many things to consider. Many advisors use a big assets-under-management figure as a selling-point when marketing themselves to investors. However, AUM isn’t the whole story when a potential client is determining which firm is right for them.To be sure, every financial advisor has his or her own area of expertise. Each will have a different investment strategy and planning approach and offer various services, including tax and insurance planning, debt management, retirement planning, saving for education and charitable giving.A financial advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it’s important to m...