FT 400 Top Financial Advisers

We present our latest listing of best-in-class financial advisers in the US. Also, we discuss the importance of good advice in inheritance planning; how to guard against market volatility; pros and cons of financial planning online tools; and growing investor interest in US opportunity zones

Best in class: we present the leading US professionals, listed by state or territory, and provide the research methodology

Expert overview of clients’ requirements is needed more than ever

Advisers must prepare clients for ups and downs

Digital tools often assist clients but can drive bad decisions

Where there’s a will, there’s a way, say family confidants

Scheme to promote investment can mean big savings — but advisers want clarity from Treasury

More from this Special Report

Broker-dealers are at loggerheads over scrapped payments

The ethical investment pioneer on putting claims to the test

‘Our research and our results indicate that the extra cost has been well worth it’