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Best Financial Advisors

Last updated: December 16, 2019
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  • FINRA/SEC registered advisors
  • Fee only or fee based compensation
  • 5 or more years of experience
  • Qualified advisors – clean records
Best Actionable Advice
  • Fiduciary, SEC registered financial advisors
  • Objective and data-based tools and advice
  • Committed to bringing transparency and accuracy
  • No disclosures in the last 10 years
  • Empowering you to make smart decisions
Best Individualized Plans

Personal Capital is a digital wealth management company that currently manages more than $10+ billion in assets, work with investors in each state and have offices across the U.S.


  • Registered financial advisors
  • Holistic advice tailored to each individual
  • Cash management and investment solutions
  • Deliver confidence, clarity, and strategy to financial lives

79 Madison Ave. New York, NY 10016


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