Creative Planning, Betterment Premium and Facet Wealth earn top marks in our analysis of large RIA firms, praised for their credentialed advisors and diverse investment options.

These leading firms stand out due to their high percentage of advisors holding credentials like CFP or CFA and their ability to offer a wide range of assets and portfolio strategies, crucial for tailored financial planning.

Investors should prioritize wealth managers providing integrated financial planning and portfolio management, ensuring their strategies align with long-term goals like retirement or education funding, rather than fragmented services.