CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2026. Here's how to pick the best financial planner for you and your family.

Do they need a new financial planner?

Wondering about what kind of professional you can trust with financial advice? Finding a financial advisor who is a fiduciary is a good first step, experts say. A fiduciary is someone who has a legal ...

If your advisor doesn't welcome these questions, walk away.

A financial advisor should help investors meet their changing financial goals, not simply push new products. Here are five ...

Financial advice is now instant, algorithmic, and everywhere. It arrives through social feeds, AI summaries, and ...

Aside from significant purchasing power — the wealthy have another secret weapon in their financial arsenal: sage advice from financial advisors. "My guidance to the ultra-wealthy is built on three ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

Under President Trump, financial deregulation could reshape what financial advisors disclose to clients and what products they offer. This could result in increased risk exposure, lower fees and sales ...

Advisors and their clients agree. They want to use technology to save time on more menial tasks so they can focus on giving ...

FPSB’s 2026 study finds rising AI adoption among financial planners, with efficiency and accessibility gains. Learn why human ...