Best Financial Advisor Firms

Here is a summary ranking of the best SEC-regulated RIAs in the United States. Learn more about our mission.


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star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum Headquarters Download
Financial Engines Advisors star 94 1998 $169 billion 1:3160 $50,000 Sunnyvale Report
Fidelity star 93 1977 $340 billion 1:19061 $2,000,000 Boston Report
Vanguard Personal Advisor Services star 92 1995 $151 billion 1:1037 $50,000 Malvern Report
Fisher Investments star 90 1987 $96 billion 1:45 $500,000 Camas Report
TD Ameritrade star 89 1998 $17 billion Unknown $25,000 Omaha Report
Blackrock Investment Management star 89 1999 $255 billion 1:44 $1,000,000 Princeton Report
Etrade Capital Management star 89 2000 $5 billion Unknown $5,000 New York Report
Index Fund Advisors star 89 2000 $4 billion 1:125 $100,000 Irvine Report
Charles Schwab Investment Advisory star 89 2009 $69 billion 1:5966 $25,000 SF Report
Portfolio Solutions star 89 1999 $2 billion 1:85 $1,000,000 Troy Report
Moss Adams Wealth Advisors star 89 2000 $2 billion 1:46 $0 Seattle Report
Cambridge Associates star 88 1978 $150 billion 1:2 $0 Boston Report
RegentAtlantic star 88 1982 $4 billion 1:117 $1,000,000 Morristown Report
Dodge & Cox star 88 1959 $316 billion 1:189 $10,000,000 SF Report
EP Wealth Advisors star 88 1987 $4 billion 1:65 $500,000 Torrance Report
Savant Capital Management star 88 1993 $6 billion 1:66 $400,000 Rockford Report
Dowling & Yahnke star 88 1987 $4 billion 1:73 $1,000,000 San Diego Report
Plante Moran Financial Advisors star 88 1993 $15 billion 1:25 $777,778 Southfield Report
Summit Financial Strategies star 87 1995 $1 billion 1:66 $333,333 Columbus Report
Stancorp Investment Advisers star 87 2000 $19 billion 1:588 $0 Portland Report
Beaird Harris star 87 1996 $1 billion 1:41 $500,000 Dallas Report
Payden & Rygel star 87 1983 $114 billion 1:2 $0 Los Angeles Report
Breckinridge Capital Advisors star 87 1993 $33 billion 1:995 $500,000 Boston Report
Stearns Financial Group star 87 1991 $1 billion 1:54 $1,000,000 Greensboro Report
H.M. Payson star 87 1966 $4 billion 1:160 $50,000 Portland Report
Aperio Group star 87 2000 $24 billion 1:133 $700,000 Sausalito Report
Wilshire Associates Incorporated star 87 1990 $48 billion 1:95684 $1,000,000 Santa Monica Report
Betterment star 87 2009 $14 billion 1:36227 $100,000 New York Report
Murphy Capital Management star 87 1983 $934 million 1:218 $0 Report
Ferguson Wellman Capital Management star 87 1975 $5 billion 1:34 $3,000,000 Portland Report
Matson Money star 87 1991 $17 billion 1:10580 $0 Mason Report
Evergreen Capital Management star 87 1983 $2 billion 1:34 $1,000,000 Bellevue Report
Brighton Jones star 87 2000 $5 billion 1:33 $480,000 Seattle Report
Foster & Motley star 87 1996 $1 billion 1:40 $1,000,000 Cincinnati Report
Truepoint star 87 1985 $3 billion 1:32 $1,000,000 Cincinnati Report
SEI Investments Management Corp star 87 1985 $192 billion 1:281 $50,000 Oaks Report
Willow Creek Wealth Management star 87 1999 $1 billion 1:87 $1,000,000 Sebastopol Report
Plancorp star 87 1984 $4 billion 1:42 $500,000 St. Louis Report
Resource Consulting Group star 87 1988 $2 billion 1:34 $1,000,000 Orlando Report
Steele Capital Management star 87 1995 $2 billion 1:140 $0 Dubuque Report
Mesirow Financial Investment Management star 86 1986 $24 billion 1:118 $400,000 Chicago Report
B|O|S star 86 1996 $4 billion 1:31 $3,000,000 SF Report
Clark Capital Management Group star 86 1986 $7 billion 1:1285 $0 Philadelphia Report
Thornburg Investment Management star 86 1982 $49 billion 1:47 $0 Santa Fe Report
Mason Investment Advisory Services star 86 1982 $7 billion 1:21 $0 Reston Report
Lee Financial Company star 86 1975 $1 billion 1:19 $0 Dallas Report
Montag star 86 1982 $2 billion 1:30 $3,000,000 Atlanta Report
Horizon Investments star 86 2000 $3 billion 1:152 $25,000 Charlotte Report
Destination Wealth Management star 86 1996 $2 billion 1:57 $500,000 Walnut Creek Report
Envestnet | PMC star 86 2000 $125 billion 1:9344 $100,000 Chicago Report
Symmetry Partners star 86 2002 $4 billion 1:474 $0 Glastonbury Report
Chilton Capital Management star 86 1996 $1 billion 1:40 $375,000 Houston Report
Badgley Phelps Wealth Managers star 86 1973 $2 billion 1:33 $1,000,000 Seattle Report
Woodley Farra star 86 1995 $1 billion 1:103 $250,000 Indianapolis Report
Bedel Financial Consulting star 86 1989 $1 billion 1:67 $476,190 Indianapolis Report
Prudent Management Associates star 86 1983 $1 billion 1:79 $1,000,000 Philadelphia Report
Altfest Personal Wealth Management star 86 1983 $1 billion 1:593 $1,000,000 New York Report
Navellier & Associates star 86 1987 $1 billion 1:2929 $0 Reno Report
Rothschild Asset Management star 86 1970 $9 billion 1:168 $0 New York Report
Capital Research and Management Company star 86 1971 $2 trillion 1:3346 $0 Los Angeles Report
Mainstay Capital Management star 86 2000 $2 billion 1:241 $200,000 Grand Blanc Report
Boys Arnold & Co star 86 1977 $1 billion 1:56 $1,000,000 Asheville Report
Norris Perne & French star 86 1984 $1 billion 1:103 $500,000 Grand Rapids Report
BSW Wealth Partners star 86 1994 $951 million 1:19 $1,000,000 Boulder Report
Legacy Wealth Management star 86 1982 $1 billion 1:55 $500,000 Memphis Report
LWI Financial star 86 1998 $17 billion 1:618 $100,000 San Jose Report
Certified Advisory Corp star 86 2002 $1 billion 1:111 $100,000 Altamonte Springs Report
Fuller & Thaler Asset Management star 86 1993 $9 billion 1:90 $1,000,000 San Mateo Report
Condor Capital Wealth Management star 86 1988 $1 billion 1:117 $250,000 Bridgewater Report
Sullivan, Bruyette, Speros & Blayney star 86 1991 $3 billion 1:79 $1,000,000 McLean Report
Diversified Management star 86 1994 $1 billion 1:80 $500,000 Milwaukee Report
Lord, Abbett & Co. star 86 1970 $167 billion 1:61 $100,000 Jersey City Report
The Carlyle Group star 86 1996 $124 billion 1:1 $5,000,000 Washington Report
Franklin Templeton Portfolio Advisors star 86 1978 $5 billion 1:1006 $1,000,000 San Mateo Report
Personal Capital Advisors Corporation star 85 2011 $8 billion 1:115 $100,000 SF Report
BKD Wealth Advisors star 85 1999 $3 billion 1:36 $500,000 Springfield Report
Natixis Advisors star 85 1995 $22 billion 1:724 $250,000 Boston Report
The Harbor Group star 85 1984 $1 billion 1:101 $500,000 Bedford Report
Hewins Financial Advisors star 85 1999 $3 billion 1:35 $500,000 Wauwatosa Report
Reilly Financial Advisors star 85 1999 $1 billion 1:49 $500,000 La Mesa Report
Lateef Investment Management star 85 1974 $1 billion 1:199 $1,000,000 San Rafael Report
Clearbridge Investments star 85 2005 $130 billion 1:5358 $5,000,000 New York Report
Wealthcare Capital Management star 85 2001 $1 billion 1:67 $0 Richmond Report
Guided Choice Asset Management star 85 2002 $16 billion 1:31069 $0 San Diego Report
Victory Capital Management star 85 1994 $62 billion 1:163 $5,000,000 Brooklyn Report
David Vaughan Investments star 85 1977 $3 billion 1:51 $625,000 Peoria Report
CAPTRUST star 85 2003 $274 billion 1:20 $50,000 Raleigh Report
Steinberg Global Asset Management star 85 1992 $1 billion 1:38 $1,000,000 Boca Raton Report
Becker Capital Management star 85 1977 $4 billion 1:32 $1,000,000 Portland Report
Wescott Financial Advisory Group star 85 1987 $2 billion 1:24 $250,000 Philadelphia Report
American Century Investment Management star 85 1971 $180 billion 1:2 $0 KCMO Report
JNBA Financial Advisors star 85 1984 $908 million 1:51 $250,000 Bloomington Report
AQR Capital Management star 85 1998 $308 billion 1:1 $50,000,000 Greenwich Report
Ascensus Investment Advisors star 85 2002 $66 billion 1:22 $0 Newton Report
Wealthfront star 85 2008 $11 billion 1:14437 $0 Redwood City Report
RNC Genter Capital Management star 85 1998 $4 billion 1:21062083 $1,000,000 Los Angeles Report
Novare Capital Management star 85 2003 $1 billion 1:39 $500,000 Charlotte Report
Everence Trust Company star 85 2001 $2 billion 1:67 $50,000 Goshen Report
Securian Financial Services star 85 1993 $10 billion 1:58 $50,000 St Paul Report
Harbourvest Partners star 85 1996 $50 billion 1:1 $0 Boston Report


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