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
Fidelity star 94 1977 $340 billion 1:19061 $2,000,000 Boston Report
Financial Engines Advisors star 93 1998 $206 billion 1:1680 $50,000 Sunnyvale 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
Charles Schwab Investment Advisory star 89 2009 $69 billion 1:5966 $25,000 SF Report
Cambridge Associates star 88 1978 $150 billion 1:2 $0 Boston Report
Dodge & Cox star 88 1959 $316 billion 1:189 $10,000,000 SF 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
Payden & Rygel star 87 1983 $114 billion 1:2 $0 Los Angeles Report
H.M. Payson star 87 1966 $4 billion 1:160 $50,000 Portland 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
Matson Money star 87 1991 $17 billion 1:10580 $0 Mason Report
SEI Investments Management Corp star 87 1985 $192 billion 1:281 $50,000 Oaks 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
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
Horizon Investments star 86 2000 $3 billion 1:152 $25,000 Charlotte 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
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
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
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
Personal Capital Advisors Corporation star 85 2011 $8 billion 1:115 $100,000 SF Report
Natixis Advisors star 85 1995 $22 billion 1:724 $250,000 Boston Report
Hewins Financial Advisors star 85 1999 $3 billion 1:35 $500,000 Wauwatosa 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
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
CAPTRUST star 85 2003 $274 billion 1:20 $50,000 Raleigh Report
Becker Capital Management star 85 1977 $4 billion 1:32 $1,000,000 Portland Report
American Century Investment Management star 85 1971 $180 billion 1:2 $0 KCMO 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 1:11637 $0 Redwood City Report
RNC Genter Capital Management star 85 1998 $4 billion 1:21062083 $1,000,000 Los Angeles 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
Saratoga Research & Investment Management star 85 2000 $2 billion 1:270 $100,000 Saratoga Report
Rehmann Financial star 85 2005 $4 billion 1:74 $0 Lansing Report
First Citizens Investor Services star 85 2000 $732 million 1:21 $50,000 Raleigh Report
Harding Loevner star 85 1990 $54 billion 1:1353 $2,500,000 Bridgewater Report
Stockman Wealth Management star 85 2002 $3 billion 1:67 $250,000 Billings Report
Vista Capital Partners star 85 2001 $1 billion 1:39 $2,000,000 Portland Report
Franklin Advisers star 85 1986 $444 billion 1:1 $10,000,000 San Mateo Report
Allen & Company of Florida star 85 2000 $1 billion 1:134 $25,000 Lakeland Report
The Pacific Financial Group star 85 1983 $3 billion 1:677 $10,000 Bellevue Report
USAA Investment Management Company star 85 1989 $25 billion 1:101 $0 San Antonio Report
Wedgewood Partners star 84 1988 $3 billion 1:278 $1,000,000 St. Louis Report
Acorns star 84 2013 $1 billion 1:171529 $5,000 Irvine Report
Brandywine Global Investment Management star 84 1986 $78 billion 1:70 $5,000,000 Philadelphia Report
Strategic Capital Advisers star 84 2000 $4 billion 1:26 $0 Denver Report
Highland Consulting Associates star 84 1994 $13 billion 1:3 $0 Westlake Report
Sharkey Howes & Javer star 84 1991 $785 million 1:109 $100,000 Denver Report
Eaton Vance Management star 84 1981 $91 billion 1:172 $5,000,000 Boston Report
Sage, Rutty & Co star 84 1990 $972 million 1:148 $25,000 Rochester Report
Oaktree Capital Management star 84 1995 $110 billion 1:1 $100,000,000 Los Angeles Report
American Portfolios Advisors star 84 2002 $6 billion 1:1881 $10,000 Holbrook Report
Callan Associates star 84 1973 $26 billion 1:5 $0 SF Report
ALM First Financial Advisors star 84 2000 $20 billion 1:10 $0 Dallas Report
BNY Mellon star 84 1997 $2 billion 1:14 $0 New York Report
Barrow, Hanley, Mewhinney & Strauss star 84 1987 $87 billion 1:1 $0 Dallas Report
CCM Investment Advisers star 84 1987 $3 billion 1:106 $0 Columbia Report
Guardian Capital Advisors star 84 2000 $2 billion 1:931 $400,000 Toronto Report
Jennison Associates star 84 1969 $177 billion 1:18 $0 New York Report
Citizens Securities star 84 2003 $4 billion 1:66 $50,000 Dedham Report
Smith Shellnut Wilson star 84 1995 $2 billion 1:39 $500,000 Madison Report
Hanlon Investment Management star 84 2002 $1 billion 1:2494 $50,000 Egg Harbor Township Report
QCI Asset Management star 84 1977 $3 billion 1:79 $300,000 Pittsford Report
Flexible Plan Investments star 84 1984 $2 billion 1:5059 $25,000 Bloomfield Hills Report
Russell Investments star 84 1982 $50 billion 1:386 $0 Seattle Report
Nutter Investment Advisors star 84 1988 $1 billion 1:8 $0 Boston Report
Wall & Associates star 84 1992 $1 billion 1:45 $0 Phoenix Report
EPG Incorporated star 84 1996 $3 billion 1:5 $0 Wellesley Report
Alan Biller and Associates star 84 1995 $39 billion 1:10 $0 Menlo Park Report
Bahl & Gaynor star 84 1990 $12 billion 1:63 $750,000 Cincinnati Report
CRI Securities star 84 2003 $1 billion 1:36 $50,000 St Paul Report
BerganKDV Wealth Management star 84 2007 $1 billion 1:44 $0 Bloomington Report
Anchor Capital Advisors star 84 1983 $3 billion 1:36 $0 Boston Report
Saturna Capital Corporation star 84 1989 $3 billion 1:4 $0 Bellingham Report
Sentinel Pension Advisors star 84 1998 $5 billion 1:30 $25,000 Wakefield Report
Baillie Gifford Overseas star 84 1984 $163 billion 1:1 $0 Report
Smith, Salley & Associates star 84 2003 $1 billion 1:38 $250,000 Greensboro Report
Davidson Investment Advisors star 84 1975 $2 billion 1:154 $100,000 Great Falls Report
Parametric Portfolio Associates star 84 2001 $225 billion 1:325 $5,000,000 Seattle Report


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