Stocks or bonds? Savings accounts or CDs?
During this uncertain economy and volatile stock market, you may want to turn to a financial adviser. But picking one can be nearly as challenging as putting together a balanced investment portfolio.
To make it a little simpler, USA TODAY, in partnership with independent market research and data firm Statista, will publish its second annual list of best financial advisers in April and we need your help to identify the top firms.
You’re invited to participate in a survey to give us your recommendations to help create a ranking of the “Best Financial Advisory Firms” in the U.S.
To take part in the survey, please click here.
The goal: Publish a guide of several hundred registered investment adviser (RIA) firms that are recommended most and considered the best by clients and peers.
RIAs are companies that have a fiduciary duty to act in their clients’ best interests at all times and that charge fees rather than sales commissions.
Both readers who have consulted registered investment advisers and experts working in the financial advisory industry are invited to participate in the survey, which is open between now and January 10.
Clients and industry experts not working for an RIA firm can simply tell us what they think about the firms they know. Readers affiliated with an RIA firm, however, are asked to evaluate and recommend other firms they know and appreciate. Then they can share the survey with people who can evaluate their own…
