Top Financial Advisors: Best Firms for 2024
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![Zoe Financial company logo](https://i0.wp.com/www.nerdwallet.com/cdn-cgi/image/quality%3D85/cdn/investing/logos/ZoeFinLogo.png?resize=155%2C60&ssl=1)
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
Reviewed in: Oct. 2024Period considered: Aug. – Oct. 2024
Varies by Advisor (free initial consultation)
$150,000
3-Month Satisfaction Guarantee
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![Betterment Premium company logo](https://i0.wp.com/www.nerdwallet.com/cdn-cgi/image/quality%3D85/cdn/investing/logos/bettermentnewlogo.png?resize=155%2C60&ssl=1)
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
Reviewed in: Oct. 2024Period considered: Aug. – Oct. 2024
0.40%management fee
$100,000
Get 1% match
of your net Roth and traditional IRA contributions until December 30, 2024. Terms apply.
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![Vanguard Personal Advisor company logo](https://i0.wp.com/www.nerdwallet.com/cdn-cgi/image/quality%3D85/cdn/investing/logos/vanglogo.png?resize=155%2C60&ssl=1)
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
Reviewed in: Oct. 2024Period considered: Aug. – Oct. 2024
0.30%management fee
$50,000
None
no promotion available at this time
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
![Facet company logo](https://i0.wp.com/www.nerdwallet.com/cdn-cgi/image/quality%3D85/cdn/investing/logos/FacetLogo.png?resize=155%2C60&ssl=1)
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
Reviewed in: Oct. 2024Period considered: Aug. – Oct. 2024
$1,000 and upper year (free initial consultation)
$0
Limited time $550 kick-start offer!*
Get $300 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. Expires Dec 31, 2024
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![J.P. Morgan Personal Advisors company logo](https://i0.wp.com/www.nerdwallet.com/cdn-cgi/image/quality%3D85/cdn/investing/logos/JPMNewLogo.jpeg?resize=155%2C60&ssl=1)
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
Reviewed in: Nov. 2024Period considered: Aug. 2024 – Oct. 2024
0.5% – 0.6%management fee
$25,000
None
no promotion available at this time
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![Question mark](https://i0.wp.com/www.nerdwallet.com/m/advisor-match/assets/_next/static/media/question-mark.3e3df8cc.png?resize=14%2C15&ssl=1)
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2024-12-14 02:39:00