Leaders Overview

etf.com editors will review and select Financial Advisors and RIA firms based on their ability to achieve returns for client portfolios, hit client goals, offer a breadth of specialties, exhibit a solid and consistent track record, maintain fiduciary interests for clients, and more. A key selection criterion is significant ETF allocation in client portfolios. Fee models, asset size minimums, diversity of teams, and asset management strategies will also be considered. The list will aim to feature a diverse list of advisors and firms from smaller boutique firms to that of larger companies that may be able to provide more comprehensive financial management. It will include firms and advisors whose client portfolio range in size, from very high net-worth households to those with smaller amounts of net worth and investable assets.