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 ![]() | $120,948,538,616 | 1,064 | Fee-only |
Merrill Lynch Wealth Management ![]() | $2,751,863,000 | 19,238 | See Review |
MFS Investment Management ![]() | $476,400,000,000 | 237 | See Review |
Edward Jones ![]() | $311,986,498,067 | 16,984 | Fee-based |
LaSalle Investment Management ![]() | $20,106,984,331 | 82 | See Review |
Voya Investment Management ![]() | $102,846,410,754 | 217 | See Review |
First Eagle Investment Management ![]() | $119,697,955,739 | 29 | See Review |
Generation Investment Management ![]() | $8,426,205,111 | 4 | See Review |
Advisory Firm Reviews
- Cornerstone Wealth Management Review
- U.S. Capital Advisors Review
- 1919 Investment Counsel Review
- 360 Wealth Management Review
- 9258 Wealth Management Review
- Abacus Wealth Partners Review
- Aberdeen Wealth Management Review
- Acadian Asset Management
- Acorn Financial Services Review
- Acute Wealth Advisors
- Advance Capital Management Review
- Advice Period Review
- Advised Assets Group Review
- Adviser Investments Review
- AdvisorNet Financial Review
- Advisors Asset Management Review
- Advisors Capital Management Review
- AE Wealth Management Review
- Aegis Capital Corp Review
- Aegon Asset Management Review
- AEW Capital Management Review
- Affinity Wealth Management Review
- Alight Financial Advisors Review
- Allegheny Financial Group Review
- Allen Capital Group Review
- Alliance Wealth Management Review
- AllianceBernstein Review
- Allianz Global Investors Review
- Allworth Financial Review
- Ally Invest Advisors Review
- Alpha & Omega Financial Management Consultants Review
- Alpha Fiduciary Review
- Alphadyne Asset Management Review
- Altfest Personal Wealth Management Review
- Altium Wealth Management Review
- Altus Wealth Management Review
- Alyeska Investment Group Review
- American Independent Securities Group Review
- American Portfolios Advisors Review
- American Wealth Management Review
- Ameriprise Financial Services Review
- Ameritas Investment Corp
- AMG Funds Review
- Amundi Asset Management Review
- Anchor Financial Group Review
- Angeles Investment Advisors Review
- Annex Wealth Management Review
- Aperio Group Review
- APG Asset Management Review
- AQR Capital Management Review
- Arbor Point Advisors Review
- Arbor Wealth Management Review
- Arete Wealth Management Review
- Argent Wealth Management Review
- ARGI Investment Services Review
- Arista Wealth Management Review
- Aristotle Capital Management Review
- ArrowMark Colorado Holdings Review
- Arvest Wealth Management Review
- Aspen Wealth Management Review
- Aspiriant Review
- Asset Allocation Strategies Review
- Asset Management Group Review
- Assetmark Review
- Associated Investment Services, Inc. Review
- Athena Capital Advisors Review
- Atlantic Investment Management Review
- Atlas Private Wealth Management Review
- Aurum Wealth Management Review
- Austin Asset Review
- Austin Wealth Management Review
- Avalon Investment & Advisory Review
- Avion Wealth Review
- B Riley Wealth Management Review
- Bahl & Gaynor Investment Counsel Review
- Baird Private Wealth Management Review
- Baker Avenue Asset Management Review
- Baker Street Advisors Review
- Balasa Dinverno Foltz Review
- Balentine, LLC Review
- Ballentine Partners Review
- Balyasny Asset Management L.P. Review
- BancWest Investment Services Review
- Bankoh Investment Services Review
- Barber Financial Group Review
- Barings, LLC Review
- Baystate Wealth Management Review
- Bayview Asset Management
- BB&T Securities
- BBR Partners Review
- BC Advisors Review
- BCU Wealth Advisors Review
- Beacon Capital Management Review
- Beacon Pointe Advisors Review
- Beacon Trust Review
- Beacon Wealth Management Review
- Beaumont Financial Partners Review
- Beck Capital Management Review
- Bel Air Investment Advisors
- Belle Haven Investments Review
- Belpointe Asset Management Review
- Benjamin F Edwards & Company Review
- Berman Capital Advisors Review
- Bernhardt Wealth Management Review
- Bernicke Wealth Management Review
- Bespoke Investment Group Review
- Blackridge Asset Management Review
- BlackRock Review
- BlueBay Asset Management Review
- BlueMountain Capital Management Review
- BluePath Capital Management Review
- BMO Wealth Management Review
- BNY Mellon Wealth Management Review
- Bolton Global Asset Management Review
- Boston Common Asset Management Review
- Boston Partners Review
- Boston Private Wealth Review
- Bradford Financial Center Review
- Brandes Investment Partners Review
- Brandywine Global Investment Management Review
- Breckinridge Capital Advisors
- Bridgeworth Review
- Brigade Capital Management Review
- Bright Advisers Review
- Brighton Jones Review
- Brinker Capital Review
- Bronfman Rothschild Review
- Brookfield Public Securities Group Review
- Brookstone Capital Management Review
- Brown Advisory Review
- Brown Capital Management
- Brown Financial Advisors Review
- Brownson, Rehmus & Foxworth Review
- BSW Wealth Partners Review
- BT Wealth Management Review
- BTG Pactual Asset Management US Review
- BTS Asset Management Review
- Buckingham Strategic Wealth Review
- Bukaty Companies Financial Services
- Busey Capital Management Review
- Cabana Asset Management Review
- Cabot Wealth Management
- Cadaret Grant Review
- Calamos Wealth Management Review
- Caliber Wealth Management Review
- Camarda Wealth Advisory Group Review
- Cambiar Investors Review
- Cambridge Investment Research Advisors Review
- Campbell Wealth Management Review
- Canterbury Consulting Review
- Canyon Capital Advisors, LLC Review
- Capital Advisors Review
- Capital Analysts Review
- Capital Asset Advisory Services Review
- Capital Asset Management Review
- Capital Bank and Trust Company Review
- Capital Financial Advisory Group Review
- Capital Financial Group Review
- Capital Investment Advisors Review
- Capital Management Group Review
- Capital Management Services Review
- Capital Trust Wealth Management Review
- Capital Wealth Management Review
- Capital Wealth Planning Review
- Capricorn Investment Group Review
- Capstone Investment Advisors Review
- Captrust Financial Advisors Review
- Cardinal Capital Management Review
- Carnegie Investment Counsel Review
- Carroll Financial Associates Review
- Carson Wealth Management Review
- Cary Street Partners Review
- Cascadia Wealth Management Review
- Centaurus Financial Review
- CenterSquare Investment Management Review
- Century Management Financial Advisors Review
- Cerity Partners Review
- Cetera Advisor Networks Review
- Charles Schwab Wealth Management Review
- Chiron Investment Management Review
- Choate Investment Advisors Review
- Churchill Management Group Review
- CIBC Private Wealth Management Review
- CIFC Asset Management Review
- Cirrus Wealth Management Review
- Citadel Advisors Review
- Citi Personal Wealth Management Review
- Citizens Investment Services Review
- City National Rochdale Review
- CL Wealth Management Review
- Clarfeld Financial Advisors Review
- Clearbridge Investments Review
- Client One Securities Review
- CliftonLarsonAllen Wealth Advisors Review
- CLS Investments Review
- Coastal Wealth Management Review
- Coldstream Wealth Management Review
- Comerica Wealth Management Review
- Commerce Brokerage Review
- Commonwealth Financial Network Review
- CommunityAmerica Financial Solutions Review
- Compak Asset Management Review
- Compass Financial Group
- Compass Wealth Management Review
- Concord Wealth Partners Review
- Confluence Investment Management Review
- Congress Asset Management Review
- Congress Wealth Management
- Connecticut Wealth Management Review
- Cornerstone Advisors Review
- Cornerstone Financial Group, LLC
- CPS Investment Advisors Review
- Crawford Investment Counsel Review
- Creative Financial Designs Review
- Creative Planning Review
- Credit Suisse Asset Management, LLC Review
- Cresset Asset Management Review
- CRI Securities Review
- Crown Capital Securities Review
- Csenge Advisory Group Review
- Cumberland Advisors Review
- CUNA Brokerage Services Review
- CUSO Financial Advisors Review
- D.A. Davidson & Co. Review
- Dana Investment Advisors Review
- Davenport and Company Review
- Davidson Kempner Capital Management Review
- Davis Selected Advisers Review
- Davis Wealth Management Review
- Dempsey Lord Smith Review
- Denver Wealth Management Review
- Destination Wealth Management Review
- Deutsche Asset & Wealth Management (DWS) Review
- Diamond Hill Capital Management Review
- Dimensional Fund Advisors Review
- Discovery Capital Management Review
- Divergent Wealth Advisors Review
- Dixon Hughes Goodman Wealth Advisors Review
- Douglas Lane Review
- Dowling & Yahnke Review
- Doyle Wealth Management Review
- Dragoneer Investment Group Review
- Driehaus Capital Management Review
- Duncan Financial Group Review
- Dunham And Associates Review
- Durbin Bennett Private Wealth Management Review
- Eagle Asset Management Review
- Eagle Strategies Review
- Earnest Partners Review
- Eaton Vance Management Review
- Eddy Financial Review
- Edelman Financial Engines Review
- Edgewood Management Review
- Edward Jones Financial Advisor Review
- EFS Advisors Review
- Eide Bailly Review
- Elite Wealth Management Review
- Empirical Wealth Management Review
- Endurance Wealth Management
- Enso Wealth Management Review
- EP Wealth Advisors Review
- Equitable Advisors Review
- Equity Investment Corp Review
- ESI Financial Advisors Review
- Evercore Wealth Management Review
- Everett Harris & Co Review
- Evoke Wealth Review
- Executive Wealth Management Review
- ExodusPoint Capital Management Review
- F.N.B. Wealth Management Review
- Facet Wealth Review
- Farallon Capital Management Review
- Fayez Sarofim Review
- FCI Advisors Review
- Federated Investment Counseling Review
- Ferguson Wellman Review
- Fidelity Wealth Management Review
- Fiduciary Counselling Review
- Fiduciary Management Review
- Fiduciary Wealth Management Review
- Fiera Capital Review
- Fifth Third Securities Review
- Financial Advocates Review
- Financial Synergies Wealth Advisors Review
- First Allied Advisory Services Review
- First Command Advisory Services Review
- First Eagle Investment Management Review
- First Financial Equity Corporation Review
- First Financial Group Review
- First Horizon Advisors Review
- First Manhattan Review
- First Republic Private Wealth Management Review
- First Trust Advisors Review
- Fisher Investments Review
- Fisher Life Planning Review
- Flagship Harbor Advisors Review
- Flexible Plan Investments, Ltd.
- Flourish Wealth Management Review
- Focus Financial Review
- Focused Wealth Management Review
- Foresight Wealth Management Review
- FormulaFolio Investments Review
- Fort Washington Investment Advisors Review
- Forum Financial Management Review
- ForUsAll Review
- Foundation Wealth Management Review
- Foundations Investment Advisors Review
- Fragasso Financial Advisors Review
- Fred Alger Management Review
- Freestone Capital Management Review
- Friedenthal Financial Review
- Frontier Wealth Management Review
- FSC Securities Corporation Review
- G.A. Repple Review
- Gardner Russo & Gardner Review
- Geneos Wealth Management Review
- Generation Investment Management Review
- Geode Capital Management Review
- Gerber Kawasaki Review
- Gilder Gagnon Howe & Co. Review
- Gitterman Wealth Management
- Glenmede Investment Management Review
- Glenview Capital Management Review
- Global Financial Private Capital Review
- Global Retirement Partners Review
- Global View Capital Management Review
- Global Wealth Management Review
- Goldentree Asset Management Review
- Goldman Sachs Private Wealth Management Review
- Gradient Investments Review
- Graham Capital Management Review
- Granite Bay Wealth Management Review
- Great Valley Advisor Group Review
- Greenspring Advisors Review
- Greenwich Wealth Management Review
- Gresham Investment Management Review
- Grimes & Company Review
- Grosvenor Capital Management Review
- Guided Choice Asset Management Review
- Guideline Review
- Gurtin Municipal Bond Management
- GW & Wade Review
- GW&K Investment Management Review
- GWM Advisors Review
- GWN Securities Review
- H. Beck Review
- Hall Capital Partners Review
- Hamilton Capital Management Review
- Hanlon Investment Management Review
- Hantz Financial Services Review
- Harbor Capital Advisors Review
- Harbor Financial Services Review
- Harbour Investments Review
- Harding Loevner Review
- Harris Associates Review
- Harvest Investment Services Review
- Hawkins Wealth Management Review
- HBK Investments Review
- HBKS Wealth Advisors Review
- Hefren-Tillotson Review
- Hemington Wealth Management Review
- Henssler Financial Review
- Heritage Wealth Advisors Review
- Highbridge Capital Management, LLC Review
- Highland Capital Management Review
- HighPoint Advisor Group Review
- Hightower Advisors Review
- Hilltop Securities Review
- Hirtle Callaghan Review
- Homrich Berg Review
- Horizon Wealth Management
- Hornor, Townsend & Kent Review
- Horter Investment Management
- Howard Capital Management Review
- HSBC Securities USA Review
- Hughes Financial Services Review
- Huntington Financial Advisors Review
- IAG Wealth Partners Review
- Iconiq Capital Review
- IEQ Capital Review
- IHT Wealth Management Review
- Independent Advisor Alliance Review
- Independent Financial Group Review
- Independent Financial Partners Review
- Index Fund Advisors Review
- Ingalls & Snyder Review
- Integrated Wealth Concepts Review
- Integrated Wealth Management Review
- Integrity Asset Management Review
- Interactive Financial Advisors Review
- Invesco Review
- Investacorp Review
- IPI Wealth Management Review
- IRON Financial Review
- J.P. Morgan Wealth Management Review
- Janney Montgomery Scott Review
- Jasper Ridge Partners Review
- Jennison Associates Review
- Joel Isaacson & Co. Review
- John Hancock Personal Financial Services Review
- Johnson Brunetti Review
- Johnson Financial Group Review
- Johnson Investment Counsel Review
- Johnson Wealth Inc. Review
- JW Cole Advisors Review
- Kalos Management Review
- Kayne Anderson Capital Advisors Review
- Kayne Anderson Rudnick Investment Management Review
- KCM Investment Advisors Review
- Kelly Financial Services Review
- Kennedy Capital Management Review
- Kestra Advisory Services Review
- Key Financial Review
- Key Investment Services Review
- King Street Capital Management Review
- KMS Financial Services Review
- Kovack Advisors Review
- Kovitz Investment Group Review
- Krilogy Financial Review
- Labrum Wealth Management Review
- Ladenburg Thalmann Asset Management Review
- Laird Norton Wealth Management Review
- Lake Point Wealth Management Review
- Larson Financial Group Review
- LaSalle Investment Management Review
- LaSalle St. Investment Advisors Review
- Lazard Asset Management
- LBJ Family Wealth Advisors Review
- Leeward Financial Partners Review
- Legacy Wealth Management Review
- Lenox Wealth Management Review
- Level Four Advisory Services Review
- Lexington Wealth Management Review
- Liberty Financial Group Review
- Lido Advisors Review
- LifeMark Securities Review
- Lighthouse Wealth Management Review
- Lincoln Financial Advisors Corporation Review
- Lincoln Financial Review
- Lockwood Advisors Review
- Lopez Wealth Management Group Review
- Lord Abbett Review
- Loring Wolcott & Coolidge Review
- LPL Financial Review
- LSV Asset Management Review
- Lucia Capital Group Review
- Luther King Capital Management Review
- M Holdings Securities Review
- Madison Investment Advisors Review
- MAI Capital Management Review
- Manning & Napier Advisors Review
- Manske Wealth Management Review
- Manulife Investment Management Review
- Marathon Asset Management Review
- Marco Investment Management Review
- Mariner Investment Group Review
- Mariner Wealth Advisors Review
- Market Street Wealth Management Review
- Marks Group Wealth Management Review
- Marrs Wealth Management Review
- Mason Investment Advisory Services Review
- Matrix Capital Advisors
- Matson Money Review
- McAdam Review
- McDonald Partners Review
- Meeder Asset Management Review
- Meketa Investment Group Review
- Mercer Global Advisors Review
- Meridian Wealth Management Review
- Merit Financial Advisors Review
- Meritage Portfolio Management Review
- Merrill Lynch Wealth Management Review
- Merriman Wealth Management Review
- Mesirow Financial Investment Management Review
- MFS Investment Management Review
- Millennium Management Review
- Mission Capital Advisors Review
- MJP Wealth Advisors Review
- MML Investors Services Review
- Modera Wealth Management Review
- Modern Woodmen of America Review
- Moneta Group Investment Advisors Review
- Money Concepts Capital Corp Review
- Montag & Caldwell Review
- Monument Wealth Management Review
- Moore Capital Management Review
- Morgan Stanley Wealth Management Review
- Morningstar Investment Management Review
- MPM Wealth Advisors Review
- MRA Associates Review
- myCIO Wealth Partners Review
- National Asset Management Review
- Nations Financial Group Review
- Nationwide Investment Advisors Review
- Natixis Advisors LP Review
- Neuberger Berman Investment Advisers Review
- New York Life Investment Management Review
- Next Financial Group Review
- NGP Energy Capital Management Review
- Nicolet Bank Wealth Management Review
- Nisa Investment Advisors Review
- Northeast Planning Associates Review
- Northern Trust Investments Review
- Northstar Asset Management Review
- Northstar Wealth Partners Review
- Northwest Asset Management Review
- Northwestern Mutual Wealth Management Review
- Nova Wealth Management Review
- Nuveen Asset Management Review
- Oaktree Capital Management Review
- OBS Financial Review
- ON Investment Management Review
- OneAmerica Review
- Oppenheimer Asset Management Review
- Orbis Investment Management Review
- Orgel Wealth Management Review
- Owl Creek Asset Management Review
- Oxford Financial Group Review
- Pacific Financial Group Review
- Pacific Wealth Management
- Packerland Brokerage Review
- Panagora Asset Management Review
- Paradigm Wealth Advisory Review
- Parallel Advisors Review
- Parametric Portfolio Associates Review
- Park Avenue Securities Review
- Pathway Capital Management Review
- Patriot Investment Management Group Review
- Pence Wealth Management Review
- People's United Advisors Review
- Per Stirling Capital Management Review
- Pershing Square Capital Management Review
- PFM Asset Management Review
- Pillar Wealth Management Review
- Pine River Capital Management Review
- Pinnacle Advisory Group Review
- Pinnacle Financial Group Review
- Pinnacle Investments Review
- Pinnacle Wealth Management Review
- Plancorp Review
- Planners Alliance Review
- Plante Moran Financial Advisors Review
- PNC Wealth Management Review
- Point72 Asset Management Review
- Polaris Greystone Financial Group Review
- Portola Partners Group Review
- Prestige Wealth Management Review
- Prime Capital Investment Advisors Review
- Primerica Advisors Review
- Principal Global Investors Review
- Principal Real Estate Investors Review
- Principal Securities Review
- Private Advisor Group Review
- Private Client Services Review
- Private Wealth Management Review
- ProEquities Review
- Pronvest Review
- Provisions Wealth Planners Review
- Prudential Financial Planning Services Review
- Pure Financial Advisors Review
- Pzena Investment Management Review
- Q3 Asset Management Review
- R.T. Jones (Artesys) Review
- RAA Review
- Raymond James Review
- RBC Wealth Management Review
- Red Door Wealth Management Review
- Redwood Wealth Management Review
- Regency Wealth Management Review
- Regent Wealth Management Review
- RegentAtlantic Review
- Retirement Plan Advisors Review
- Retirement Planners of America Review
- Retirement Wealth Advisors Review
- RGT Wealth Advisors Review
- Rhame & Gorrell Wealth Management Review
- Rialto Capital Management, LLC Review
- Richard Bernstein Advisors Review
- Richard P. Slaughter Associates Review
- Ritholtz Wealth Management Review
- RiverFront Investment Group Review
- RMB Capital Management Review
- Robinswood Financial Review
- Rocaton Investment Advisors Review
- Rockefeller Capital Management Review
- Ropes Wealth Advisors Review
- Royal Alliance Associates Review
- Royal Fund Management Review
- Ruggie Wealth Management Review
- Russell Investment Management Review
- SA Stone Investment Advisors Review
- SageGuard Financial Group Review
- SagePoint Financial Review
- Sandhill Investment Management Review
- Sands Capital Management, LLC Review
- Santa Barbara Asset Management Review
- Santander Securities Review
- Savant Capital Management Review
- Scarborough Capital Management Review
- SCF Investment Advisors Review
- Schafer Cullen Capital Management Review
- Scion Asset Management Review
- Scout Investments Review
- SDM Advisors Review
- SeaCrest Wealth Management Review
- Secor Investment Management Review
- Securian Financial Review
- Securities America Advisors Review
- Segall Bryant & Hamill Review
- SEI Investments Management Corp Review
- Select Equity Group Review
- Selective Wealth Management Review
- Sendero Wealth Management Review
- Sequoia Wealth Management Review
- Serengeti Asset Management Review
- Shelton Capital Management Review
- Shenkman Capital Management Review
- Sigma Financial Review
- Signal Securities Review
- Signature Estate & Investment Advisors Review
- SignatureFD Review
- Silver Oak Wealth Advisors Services Review
- Silvercrest Asset Management Review
- Snider Financial Group Review
- Snowden Lane Partners Review
- Solus Alternative Asset Management Review
- Sontag Advisory Review
- Sound Income Strategies Review
- South Texas Money Management Review
- Southeastern Asset Management, Inc. Review
- Southwestern Investment Group Review
- Spark Investment Management Review
- SRS Investment Management
- St. Germain Investment Management Review
- STA Wealth Management Review
- Stadion Money Management Review
- Steel Peak Wealth Management
- Stephens Review
- Sterling Capital Management Review
- Sterling Wealth Management Review
- Stevens Capital Management Review
- Steward Partners Review
- Stewardship Advisory Group Review
- Stifel, Nicolaus & Company Review
- Stone Ridge Asset Management
- Strategic Investment Management Review
- Strategic Wealth Advisors Review
- Strategic Wealth Designers Review
- Strategic Wealth Management Review
- Strategic Wealth Partners
- Stratos Wealth Partners
- Summit Financial Group Review
- Summit Financial LLC Review - SmartAsset
- Summit Investment Management Review
- Summit Trail Advisors Review
- SunTrust Private Wealth Management Review
- SurePath Wealth Management Review
- Symmetry Partners Review
- Symphony Asset Management Review
- Synovus Securities Review
- T. Rowe Price Review
- Taconic Capital Advisors Review
- TAG Associates Review
- TCI Wealth Advisors Review
- TCW Investment Management Company Review
- TD Private Client Wealth Review
- The Ayco Company Review
- The Colony Group Review
- The Institute for Wealth Management Review
- The Investment Advisor Alliance
- The London Company Review
- The Mather Group Review
- The Pacific Financial Group Review
- The Planning Center Review
- The Strategic Financial Alliance Review
- The Vanguard Group Review
- Thompson Siegel & Walmsley Review
- Thompson Wealth Management Review
- Thornburg Investment Management Review
- Thrivent Investment Management Review
- TIAA-CREF Advice and Planning Services Review
- Tiedemann Advisors Review
- Tocqueville Asset Management Review
- Tolleson Wealth Management Review
- Tom Johnson Investment Management Review
- Tortoise Capital Advisors Review
- Tradition Wealth Management Review
- Trajan Wealth Review
- Transamerica Financial Advisors, Inc. Review
- Transamerica Retirement Advisors Review
- Traphagen Financial Group Review
- Triad Advisors Review
- Trillium Asset Management Review
- Trilogy Financial Review
- Trust Advisory Group Review
- TrustCore Review
- Twelve Points Wealth Management Review
- U.S. Bank Wealth Management Review
- UBS Wealth Management Review
- Umpqua Investments Review
- UnionBanc Investment Services Review
- United Brokerage Services Review
- United Capital Financial Advisers Review
- United Planners Review
- USAA Wealth Management Review
- V Wealth Advisors Review
- Valeo Financial Review
- Valic Financial Advisors Review
- Valley National Financial Advisors Review
- Values First Advisors Review
- Vector Wealth Management Review
- Venturi Wealth Management Review
- Verdence Capital Advisors Review
- Veris Wealth Partners Review
- Versa Capital Management Review
- Victory Capital Management
- Vision2020 Wealth Management Review
- Vista Wealth Management Review
- Voya Investment Management Review
- Vulcan Value Partners Review
- Waddell & Reed Review
- Wagner Wealth Management Review
- Waterfall Asset Management
- Waterloo Capital Management Review
- WCM Investment Management Review
- WE Family Offices Review
- Wealth Enhancement Advisory Services Review
- WealthSource Partners Review
- Wedbush Securities Review
- Weiss Asset Management LP Review
- Welch & Forbes Review
- Wellington Management Company Review
- Wells Fargo Wealth Management Review
- Wescom Financial Services Review
- Western International Securities Review
- Western Wealth Management Review
- Westfield Capital Management Review
- Westpark Wealth Advisors Review
- Wetherby Asset Management Review
- William Blair & Company Review
- Willingdon Wealth Management Review
- Wilmington Trust Investment Management Review
- Wilshire Associates Review
- Winthrop Wealth Management Review
- Wintrust Wealth Management Review
- WNY Asset Management Review
- Woodbury Financial Services Review
- WorthPointe Review
- YellowBrickRoad Financial Advisors Review
- York Capital Management Review
- Zacks Investment Management Review
- Zeke Capital Advisors Review
- Zhang Financial Review
More from SmartAsset
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 |
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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.
Sources: US Census Bureau 2017 American Community Survey, MIT Living Wage Study, Informa Financial Intelligence, Social Security Administration