Amber Barkley is a writer and editor with over 10 years of experience in topics ranging from personal finance to marketing analytics to fiction. She found her niche in personal finance in 2022, when ...

© 2026 Forbes Digital Marketing Inc (FDMI). Forbes Advisor is operated by FDMI and is not controlled by Forbes Media LLC.

Our ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. For the first time, Barron’s is ...