Stocks or bonds? Savings accounts or CDs?
In these times of economic uncertainty and stock market volatility, you can turn to a financial advisor. But choosing an advisor can be almost as difficult as building a balanced investment portfolio.
To make things a little simpler, USA TODAY, in partnership with independent market research and data company Statista, will publish its second annual list of top financial advisors in April, and we need your help in identifying the best firms.
We invite you to take part in a survey to share your recommendations and help us compile a ranking of the “Best Financial Advisory Firms” in the United States.
The goal is to publish a guide featuring several hundred registered investment advisory (RIA) firms that are most highly recommended and considered the best by clients and colleagues.
RIAs are firms that have a fiduciary duty to always act in their clients’ best interests, and charge fees rather than sales commissions.
Readers who have consulted with registered investment advisors and experts who work in RIAs are invited to participate in the survey, which is open until January 10.
Readers, or customers, can simply give us their opinion of the company they know. Experts, meanwhile, are asked to rate and recommend other companies they know and like. They then nominate people to review their own company.
The list will be based on recommendations from customers and colleagues, as well as on the growth of assets managed by the companies. Some data relating to these assets will be included in the final list.
The opinions of survey participants will remain anonymous. However, the survey allows customers and experts to agree to be contacted by USA TODAY’s editorial team.
People working in the industry who have responded to the survey can opt to receive an email about the results.