To be eligible for the Financial Advisor (“FA”) magazine rankings, firms must be registered investment advisors and provide financial planning and related services to individual clients. Corporate RIA firms and investment advisor representatives (IARs) were not eligible for the survey. The survey is a voluntary submission, and no compensation was paid to participate in the survey. Firms with at least $500 million in assets under management will be included in our national ranking and will be published in the July/August 2021 issue of Financial Advisor magazine. Firms with less than $500 million in assets will be published in an online national ranking on FA's Web site.