Benefitrfp: Trailblazers In Corporate Executive Benefits

Top 20 Financial Advisory Companies - 2022

In times of uncertainty, a robust financial plan acts as the cushion to safeguard organizations and people from financial contingencies. To tide over the uncertainties accompanying rapid digitization, economic upheaval, market swings, and mass disruptions like the ongoing COVID-19 pandemic, financial planning has emerged as the most crucial must-have element for businesses as well as individuals.

Proper financial planning, which possesses the ability to adjust to unforeseen circumstances, is indispensable for organizations looking to defend themselves from unfavorable market forces. Moreover, in recent times, financial advisory companies are increasingly focusing on clients’ desiring a financial plan that incorporates life-stage financial planning, values-based planning, and long-term wealth creation and holistic well-being. Traditionally catering to organizations, high net worth individuals (HNI), and ultra-high net worth (UHNW) households, financial advisors are now rushing to serve other affluent customer segments, seeking to meet their need to balance the transactional and emotional aspects of their lives.

With new markets to serve and different advising preferences, financial advisors are more than willing to design financial plans that match the clients’ varying risk profiles and keep pace with the industry’s quick rate of change. On that note, a distinguished panel of CEOs, CIOs, CFOs, VCs, and other thought leaders from the industry, along with the editorial board of Financial Services Review, has selected the leading financial advisory companies looking to offer their expertise to the widest market possible.

In this edition, we present Financial Services Review’s “Top 20 Financial Advisory Companies - 2022. ”

    Top Financial Advisory Companies

  • Avantax has decades of experience helping CPAs, tax pros, and Financial Professionals deliver tax-advantaged financial planning

  • benefitRFP is a financial service company offering insurance advice, asset management, wealth management, and executive benefit planning services. The company simplifies the complicated process of benefits planning and payouts for organizations. benefitRFP’s award-winning financial planning technology and matchless consultative experience enable companies to attract, recruit, retain, and reward top talent with excellent benefits plans. As a national provider of corporate executive benefits planning solutions, benefitRFP helps organizations select the right benefits plans suited to their needs, maximize their financial assets, and promote a top-performing company culture with highly motivated top-level executives.

  • CFS leverages innovative skills and financial knowledge to help individuals, families, and small businesses enjoy financial confidence, balance, and prosperity. The company diligently simplifies the complexities involved in identifying the best 'routes' towards optimizing wealth-building and enabling financial well-being. Unlike other market players who focus solely on insurance or investment, the company offers a holistic approach to financial planning by having close collaborations with clients, building up a plan, and ensuring its overall efficiency in helping them achieve their goals. They use multi-dimensional perspectives, evidence, reason, and technological innovations to monitor a client's finances from four domains—protection, assets, liabilities, and cash flow.

  • FP Transitions is the nation's leading business consulting firm dedicated to wealth managers and independent financial advisors.

  • Acorn Financial Services

    Acorn Financial Services

    For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States. The Company Mission is to help create, manage and preserve the wealth of their clients. They strive to provide quality service to develop trust and to use their knowledge and experience to create value

  • Advisor Ink Financial

    Advisor Ink Financial

    The business focuses on Personal and Business Planning with fixed index annuities and life insurance, not stocks and bonds

  • ASE Financial Advisory Group

    ASE Financial Advisory Group

    No matter where you are on the journey of life, ASE Financial Advisory Group has the expertise to ensure that you keep more of your hard-earned wealth and reach your long-term financial goals. Its process allows its clients to achieve wealth preservation, tax mitigation, and move from success to significance

  • BCMS Advisors

    BCMS Advisors

    BCMS is a specialist M&A advisor, working exclusively with the shareholders of privately owned companies seeking growth capital or a business sale. A UK advisor, first established in 1989, BCMS has completed hundreds of transactions in trading history

  • Certified Financial Group

    Certified Financial Group

    Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida

  • davcapadvisor


    MD Financial's Team of experts provides independent, specialized financial solutions exclusively for doctors

  • Davidson Capital Advisors

    Davidson Capital Advisors

    Davidson Capital Advisors assists companies in achieving the highest echelons of success by instilling Servant Leadership principles in their company as well as its clients

  • Dennis Financial Group

    Dennis Financial Group

    Dennis Financial Group LLC. is a client-centric financial advisory firm that offers honest, educated, and independent financial advice to Baby Boomers and Retirees

  • Financial Advisory Corporation

    Financial Advisory Corporation

    Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan. They offer wisdom, caring advice, and counsel with the space and time for exceptional service

  • LPL Financial

    LPL Financial

    LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer

  • Marcum LLP

    Marcum LLP

    Marcum LLP is a top-ranked national accounting and advisory firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals

  • Oxford Advisory Group

    Oxford Advisory Group

    Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that specializes in helping pre-retirees and retirees navigate their retirement years

  • Plancorp


    Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. Since then, they worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future

  • RMR Wealth Advisors

    RMR Wealth Advisors

    RMR Advisors specializes in comprehensive retirement planning and wealth management services for those committed to a longterm wealth accumulation strategy

  • Savant Wealth Management

    Savant Wealth Management

    At Savant Wealth Management, They’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, They strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you

  • Valeo Financial Advisors

    Valeo Financial Advisors

    Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times

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