FA 100: CNBC ranks the top-rated financial advisory firms of 2021

The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.

Finding the right financial advisor to help with your financial needs and goals can be complicated.

There are so many things to consider. Every financial advisor has his or her own area of expertise. The services provided by financial advisors will vary based on the type of advisor, but overall, a financial advisor will assess your current financial situation — including your assets, debts and expenses — and identify areas for improvement.

A good financial advisor will ask you about your goals and create a plan to help you reach them. That may mean discussing your budget, retirement planning, estate planning, insurance needs or tax strategies.

An advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust, and it's important to make sure he or she is someone who is a good match for you.

For the third year in a row, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives.

2021 RANK	FIRM	TOTAL AUM	YEARS IN THE BUSINESS	ACCOUNTS UNDER MANAGEMENT	2020 RANK	2019 RANK
1	Dana Investment Advisors	$7.3B	41	1,163	2	3
2	Salem Investment Counselors	$2.6B	42	2,239	1	1
3	NewSouth Capital Management	$3.7B	36	190	3	6
4	Check Capital Management	$1.6B	35	1,684	12	52
5	Richard C. Young & Co.	$1.3B+	32	1,860	10	10
6	Gofen & Glossberg	$6.3B+	89	3,500	13	15
7	California Financial Advisors	$1.6B+	23	2,901	9	7
8	North Star Asset Management	$2.1B+	25	2,374	14	5
9	Heritage Investors Management	$3.4B	47	1,300	-	-
10	Tom Johnson Investment Management	$1.6B	38	4,998	8	9
11	Beacon Capital Management	$4.2B+	21	15,427	24	-
12	Bowen, Hanes & Co.	$3.5B+	40	212	28	98
13	Mason Investment Advisory Services	$10.6B+	39	800	100	-
14	D.F. Dent & Co.	$10.7B	46	1,155	18	20
15	Gillespie, Robinson & Grimm	$1.5B	51	710	26	32
16	Pzena Investment Management	$41.1B+	25	222	27	34
17	Woodley Farra Manion	$1.2B	26	998	19	-
18	RNC Genter Capital Management	$5.8B	54	10,700	30	-
19	Parsons Capital Management	$1.6B+	27	1,608	16	37
20	ZWJ Investment Counsel	$3B	39	900	34	39
21	David Vaughan Investments	$3.2B+	27	2,823	33	46
22	Luther King Capital Management	$25B	42	3,100	25	24
23	Gamble Jones Investment Counsel	$1.6B+	64	1,200	15	12
24	Heritage Investment Group	$1.3B+	28	1,836	32	42
25	Carret Asset Management	$3.3B+	58	2,350	23	14
26	Edgemoor Investment Advisors	$1.2B+	22	730	40	-
27	Clifford Swan Investment Counselors	$4B	106	903	55	58
28	Eubel Brady & Suttman Asset Management	$1.2B+	27	1,591	31	36
29	Zemenick & Walker	$2.2B+	34	223	36	30
30	Everett Harris & Co.	$8.9B+	51	1,590	21	44
31	Southeast Asset Advisors	$2.9B+	26	973	41	26
32	Guyasuta Investment Advisors	$1.9B+	38	1,200	43	18
33	Leavell Investment Management	$2.2B	42	700+	48	38
34	H.M. Payson & Co.	$6B	167	3,400	53	43
35	Anchor Capital Advisors	$9.7B	38	1,114	83	65
36	Zevenbergen Capital Investments	$5.7B	34	161	37	-
37	Hahn Capital Management	$1.2B+	33	105	38	86
38	The Burney Company	$2.4B+	47	4,233	47	53
39	Azzad Asset Management	$1.3B	24	2,990	-	-
40	Roffman Miller Wealth Management	$2B	30	1,150	56	29
41	Wilbanks, Smith & Thomas Asset Management	$4.6B+	30	4,708	69	-
42	Loring, Wolcott & Coolidge Fiduciary Advisors	$10.5B+	21	3,054	42	27
43	Equius Partners	$1.1B	37	1,097	39	-
44	Bradley, Foster & Sargent	$4.1B+	26	1,514	45	31
45	Pinnacle Associates	$7.3B	37	4,000	79	-
46	RZH Advisors	$1.4B+	21	354	-	-
47	Veritable	$18B	17	218	46	25
48	Lee Financial	$1.2B	46	400	65	40
49	Halbert Hargrove Global Advisors	$2.7B+	32	3,900	61	66
50	Albion Financial Group	$1.5B+	39	2,192	-	-
51	R.M. Davis	$6.1B	43	5,812	-	-
52	Badgley Phelps Wealth Managers	$4.3B	55	1,895	54	21
53	Pittenger & Anderson	$2.4B+	26	1,644	67	71
54	Schaper, Benz & Wise Investment Counsel	$1.3B+	30	772	49	-
55	Beese Fulmer Private Wealth Management	$1.2B	41	965	-	-
56	BKD Wealth Advisors	$4.9B+	23	5,547	60	-
57	Farr, Miller & Washington	$2.1B	25	1,307	64	-
58	Segall Bryant & Hamill	$25B	26	4,812	68	70
59	Foster & Motley Wealth Management	$1.9B+	24	2,943	58	51
60	Meritage Portfolio Management	$2.2B	30	560	59	49
61	Diversified Management	$1.3B+	28	1,516	11	19
62	C.W. Henderson & Associates	$3.9B+	31	1,431	73	85
63	Charles D. Hyman & Co.	$1.9B	28	931	72	94
64	Henssler Financial	$2.6B+	34	4,372	80	-
65	Brown Capital Management	$18.4B+	30	126	74	-
66	Lee, Danner & Bass	$1.4B	33	900	85	79
67	Steele Capital Management	$2.7B+	25	3,926	81	67
68	RTD Financial Advisors	$1.8B+	38	694	57	68
69	TFC Financial Management	$1.3B	41	1,300	-	-
70	Beaird Harris	$1.2B+	25	2,499	66	-
71	Phillips Financial	$1.2B+	17	1,996	-	-
72	Index Fund Advisors	$4.7B	21	2,348	93	76
73	HBKS Wealth Advisors	$5.1B+	20	5,705	-	-
74	E. S. Barr & Co.	$1.7B	29	833	99	100
75	Sage Financial Group	$2.7B+	32	675	62	50
76	The Financial Advisory Group	$1.1B	24	2,033	-	-
77	Willow Creek Wealth Management	$1.6B	37	2,600	-	-
78	SJS Investment Services	$2.5B+	26	2,350	-	-
79	Jackson Thornton Asset Management	$1.3B+	22	915	-	-
80	Legacy Wealth Management	$1.9B+	39	3,370	94	-
81	Bedel Financial Consulting	$1.8B+	32	4,129	97	-
82	Sheaff Brock Investment Advisors	$1.3B	20	2,064	95	-
83	Plancorp	$5.6B+	38	1,415	-	-
84	Prio Wealth Management	$3.5B	33	1,500+	-	-
85	Meyer Capital Group	$1.5B+	58	2,157	71	-
86	Eagle Global Advisors	$1.9B+	25	400	-	84
87	Sadoff Investment Management	$1.7B	43	1,222	-	-
88	Palisade Capital Management	$5.3B	26	2,165	90	-
89	Chevy Chase Trust Company	$37.3B+	22	4,408	-	-
90	Cadinha & Co.	$2.1B+	42	1,357	50	56
91	Summit Financial Strategies	$1.5B+	26	850	89	75
92	StraightLine Group	$1B+	19	5,600	-	-
93	First Foundation Advisors	$5.3B	31	3,600	-	-
94	Intersect Capital	$1.6B	7	440	-	-
95	Southern Wealth Management	$3.4B+	16	232	-	-
96	Foster Group	$2.6B	30	4,764	-	-
97	Bailard	$5.2B	52	2,080	86	54
98	View Capital Advisors	$1.3B+	17	135	-	-
99	Shufro, Rose & Co.	$2B	83	2,878	-	-
100	ML&R Wealth Management	$1.7B+	24	2,193	-	-