Overview of Advisory Firm Reviews in the United States
At SmartAsset, we're committed to helping you find a financial advisor who meets your needs. There are a lot of options to consider when choosing a financial advisor firm. To ensure you have all of the information you need to make the right choice for you, we've profiled over a hundred of the top financial advisor firms across the country. Each profile contains detailed information about the firm's services, typical clientele, fees, investment philosophy and more so you can narrow your search for a financial advisor firm in a shorter amount of time.
|Advisory Firm||Assets Under Management||Number of Advisors||Fee Structure|
|Fisher Investments Read Review||$159,611,530,686||1,113||Fee-only|
|Merrill Lynch Wealth Management Read Review||$1,084,543,561,669||27,423||Fee-based|
|MFS Investment Management Read Review||$495,512,689,615||292||See Review|
|Edward Jones Read Review||$1.7 trillion||19,000||Fee-based|
|LaSalle Investment Management Read Review||$22,455,879,543||84||See Review|
|Voya Investment Management Read Review||$143,453,935,503||231||Fee-based|
|First Eagle Investment Management Read Review||$88,740,891,650||28||See Review|
|Generation Investment Management Read Review||$16,037,492,077||5||Fee-only|
Advisory Firm Reviews
Most Affordable Places to Retire
SmartAsset’s interactive map highlights the counties across the U.S. that are most affordable for retirement. It shows areas ranked for both early and average retirement age. Zoom between states and the national map to see data points for each region, or look specifically at one of four factors driving our analysis: property taxes, cost of living, pension metrics, 401(k) metrics and Social Security income.
|Rank||County||Full Social Security Income||Early Social Security Income||Estimated Property Tax||Cost of Living||Pension Index||401(k) Index|
Methodology Our study considers five factors: property tax, cost of living, pension, 401(k) and Social Security income to find the most affordable places to retire.
First, we looked at the average Social Security income for each county in the United States. We then calculated Social Security income for each age group by measuring the average Social Security income and age distribution of people collecting Social Security in each county.
Next, we looked at 401(k) and pension plan statistics for each county, as these plans are designed to help people meet financial goals for retirement. The metrics included for 401(k) performance were employer contributions, fees and fund performance. For pensions we looked at government contribution, fund returns and funding percentage.
To assess costs that will affect the affordability of an individual’s retirement, we analyzed data on the median annual property taxes paid in each county and their respective cost of living, which includes items like food, medical care and transportation.
We then determined a weighted score for each county’s retirement affordability by evaluating each of the factors above. We indexed the affordability scores so that the values reflect the most affordable places to retire.