Top 1,200 Advisors


Here Are the Top 1200 Financial Advisors of 2025

Our annual ranking, now in its 17th year, reveals continued growth among the best advisor teams. Here’s what investors need to know about our selection process.

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‘Change and Uncertainty’ Are Roiling Markets. How This Top Advisor Keeps Clients on Track.

Barron’s Hall of Fame financial advisor Dalal Salomon details the rules-based trading system her firm developed to remove emotion from decisions and help clients “weather any storm.”

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Alternatives Are the ‘It’ Investment. What to Know Before You Dive In.

Alternative investments such as private credit and cryptocurrency can diversify investment portfolios. But not all investors need them—and not all alts are created equal.

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Getting Rich Clients Comfortable With Illiquidity Is Key to Unlocking Alts’ Potential

Charlie Maxwell, co-chairman and co-founder at Cresset, is looking to cover wealthy clients’ income needs while increasing their exposure to a broad menu of alternatives.

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Why This Top-Ranked Advisor Likes Many Alts—but Not Crypto—and Sees a Bumpy Road Ahead

Merrill Lynch’s Rick Migliore started off cold-calling and now makes investment allocation decisions as a team leader.

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Our Top Advisors Methodology

Here’s the methodology behind our Top 1,200 Advisors, Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, and more.

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Recession Flags, Overvaluation: The Market Is in ‘Uncharted Territory’

Jim Stack, one of Barron’s Top 1,200 Financial Advisors, is sticking with market stalwarts such as Walmart as recession risks loom.

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The Magnificent Seven, Bonds, and More. What This Advisor Likes Now.

Joey Small, who runs an independent practice with Ameriprise Financial, offers investment advice for newbie investors and retirees—and discusses his approach to financial planning.

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Stocks Can Keep Climbing, This Top Advisor Says. Here’s How to Invest.

Kelly Rae Haskell, an Edward Jones advisor in South Dakota, says the market could encounter temporary downdrafts in the near term that investors should view as buying opportunities.

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This Top Money Pro Isn’t Leery of AI—and Thinks Small-Cap Names Can Be Value Plays

Barron’s No. 3-ranked advisor in Idaho offers financial advice for a world in upheaval. Plus, why she’s bullish on stocks, and the “four P’s” that guide her multigenerational team’s approach.

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Actively Managed Funds Can be a Boon in Retirement. Here’s Why.

Top advisor Jeff Leonard explains why he opts for actively managed funds, the appeal of high-yield cash accounts, and the prospects for stocks this year.

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The Best Financial Advisor for You Might Not Be Local

Our annual ranking of the country’s Top 1,200 Financial Advisors finds a broader embrace of digital tools among advisors and clients alike. The result: more flexibility, potentially lower fees, and greater access to specialists.

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Here Are the Top 1200 Financial Advisors of 2024

Our annual ranking, now in its 16th year, finds an industry that has changed with the times. Here’s what investors need to know about the selection process.

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How Top Advisor Michelle Mayer Builds a Strong Team Around Clients

Top advisor Michelle Mayer of Merrill Lynch coordinates with clients’ lawyers, accountants, and other professionals to ensure that the complex financial components are in sync.

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From AI to Agritech, This Top Advisor Is Ready to Pounce on Fresh Opportunities

After a decade of high returns in equities, fixed income, and real estate, Weatherly’s Carolyn P. Taylor is helping clients refocus and recalibrate. The goal: planning for the possibility of living to 100 or longer.

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How Top Advisors Are Building Portfolios Now

Inflation and higher interest rates brought an end to rah-rah returns for growth stocks. Advisors are adjusting by buying more bonds and shifting their focus away from once-sexy stock sectors.

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A Top Advisor’s Tips for Younger Investors

Ameriprise’s Nayan Ranchhod, ranked No. 20 in Arizona on Barron’s 2023 list of 1200 Top financial advisors, says good money habits start with saving more than you spend. Plus, his investment outlook for 2023.

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These Are America’s Top 1200 Advisors

Here’s how Barron’s ranks the advisors for its annual Top 1200 financial advisors list.

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Growth Stocks Took a Beating. This Top Advisor Is Sticking With Them.

William Blair’s Carlette McMullan, No. 16 in Illinois on Barron’s annual list of Top 1200 financial advisors, explains why it pays to be patient with growth stocks.

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Investors Want a Smoother Ride. This Top Advisor Can Deliver.

Top advisor Mark Mantooth of Morgan Stanley Wealth Management is emphasizing solid, large-cap companies that pay a dividend as clients become more risk-averse.

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