The webpage presents a list of the top five wealth management firms in the United States, ranked by total assets under management (AUM). The top firm oversees approximately $714.6 billion in assets, followed by firms managing $173.4 billion, $46.8 billion, $94.6 billion, and $19.9 billion, respectively. Rankings are determined through a methodology that includes filtering firms registered with the U.S. Securities and Exchange Commission (SEC) and applying specific criteria. These criteria prioritize firms based on AUM, number of individual clients, lower client-to-advisor ratios, years in operation, and a fee-only compensation structure. Data reflects May 25, 2023, and the list notes that while some firms may have commercial ties to SmartAsset (the entity responsible for the list), rankings are unaffected. The content highlights the benefits of working with financial advisors, citing studies and hypothetical scenarios. A Vanguard analysis estimates that a $500,000 portfolio managed by an advisor could grow to $3.4 million over 25 years with an 8% annualized return, compared to $1.69 million (a 5% return) for self-managed investments. Additionally, a Northwestern Mutual survey reveals that 71% of Americans believe their financial planning requires improvement, but only 29% engage advisors. The webpage emphasizes the value of professional advice in mitigating emotionally driven investment decisions and enhancing retirement readiness, with research suggesting advisory clients may accumulate 15% more in retirement funds. SmartAsset offers a free financial advisor matching tool to connect users with fiduciary advisors. The service allows users to select their state, complete a questionnaire, and receive up to three pre-screened matches for comparison. Advisors undergo a due diligence process, and all are legally bound to act as fiduciaries. The platform stresses no cost or obligation for users, with SmartAsset compensated by advisors for client introductions. Disclosures clarify that the advisory value quantified in studies is illustrative and varies based on individual circumstances. Users are urged to conduct independent research and consider their financial objectives before selecting an advisor. The SmartAsset Guarantee ensures transparency, allowing users to control the final advisor selection. Additional resources, including a retirement quiz, are referenced to aid users in their financial planning process.