9 Best Financial Advisors of 2025

Why we like Mariner Wealth Advisors: Like many other financial advisors, Mariner's fees are tiered based on assets under management. But the firm's highest AUM fee is 1.25% on the first $1 million in assets, which is among the lowest for wealth advisors reviewed by NerdWallet. Investors with balances below $600,000 should take note of the quarterly minimum.

Why we like Edelman: Edelman Financial Engines can manage assets across taxable and non-taxable accounts, including those within most 401(k) plans or other workplace retirement plans. The firm’s highest annual fee is 1.75% of the first $400,000 in assets under management, which is among the highest for wealth advisors reviewed by NerdWallet.

Why we like Facet: Facet's financial planning services are flat-fee only, so you always know what you're going to pay. Facet offers customized financial guidance and investment management from a dedicated CFP. Facet advisors can work with you on the majority of situations covered by full-service financial planning firms. *Facet Wealth, Inc. is an SEC registered investment adviser. This is not an offer to sell securities or the solicitation of an offer to purchase securities. Facet’s specific investment management services vary depending upon the chosen service level. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

Why we like Modern Wealth Management: Modern Wealth Management may be right for you if you’ve already accumulated significant wealth that you want someone to manage, you’re prepared to take full advantage of the planning specialists available and you value the option to meet in-person and you’re located near one of the firm’s offices. Because it uses a tiered fee structure — which is common in the wealth management industry — clients who have the smallest balance pay the highest rates.

Why we like Ellevest Wealth Management: Ellevest's Private Wealth Management option is for clients with over $500,000 in assets. This service offers personalized planning, impact investing and access to a dedicated team that will coordinate with accountants and estate attorneys. Ellevest Wealth Management also offers investment opportunities that help address gender inequality, racial injustice and climate change. Ellevest advisors primarily meet with clients virtually, but may be available in person in select markets.

Why we like Vanguard Personal Advisor: Vanguard Personal Advisor offers unlimited access to financial advisors for a fee not much higher than a simple robo-advisor. The $50,000 account minimum is high, but the low-cost tax strategy and financial planning may make it worthwhile if you're planning on investing that much anyway.

Why we like Harness Wealth: Harness Wealth isn't itself a financial advisory firm — the company serves to connect clients to carefully vetted firms. Advisors on the platform typically charge a 1% management fee, but flat-fee financial planning services and tax help are also available.

Why we like Wealthramp: Wealthramp isn't a financial advisory firm — the company connects clients to vetted financial advisors. The advisors in Wealthramp's network typically charge fees that are on the higher end, as are the expense ratios of the investments used. But Wealthramp receives full marks for their financial planning and tax strategy. Because each advisor has their own fee, you may not know exactly what you’ll pay until you contact the advisors.

Why we like Zoe: Zoe Financial isn't actually a financial advisory firm — the company connects clients to financial advisors. Zoe's account minimum is fairly high at $150,000, but the advisor access is excellent, and advisors hold at least a CFP or CFA designation. The typical fee ranges from 0.75% - 1.25%, but because each advisor has their own fee, you may not know exactly what you’ll pay until you contact the advisors.