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
Hartland & Co star 99 1988 $4.3 billion 1:86 $0
B|O|S star 99 1996 $4.1 billion 1:34 $3,000,000
The Caprock Group star 99 2002 $2.8 billion 1:10 $0
Symmetry Partners star 99 2002 $5.3 billion 1:595 $0
EP Wealth Advisors star 99 1987 $4.4 billion 1:69 $500,000
Altair Advisers star 99 2002 $4.4 billion 1:39 $5,000,000
Dowling & Yahnke star 99 1987 $4.4 billion 1:89 $1,000,000
Brightworth star 99 1999 $3.3 billion 1:73 $1,000,000
Seaward Management star 98 1988 $2.6 billion 1:80 $1,000,000
Summit Financial Strategies star 98 1995 $1.1 billion 1:59 $333,333
Linscomb & Williams star 98 1995 $2.8 billion 1:82 $1,000,000
Paul Comstock Partners star 98 1984 $2.2 billion 1:18 $5,000,000
The Welch Group star 98 1999 $1.4 billion 1:78 $2,000,000
Pillar Pacific Capital Management star 98 1999 $1.0 billion 1:51 $1,000,000
RAA star 98 2001 $2.6 billion 1:39 $250,000
Beaird Harris star 98 1996 $1.1 billion 1:46 $500,000
Wealthcare Capital Management star 98 2001 $1.3 billion 1:82 $0
Guided Choice Asset Management star 98 2002 $14.2 billion 1:39111 $0
Foster Group star 98 1991 $2.0 billion 1:52 $300,000
RegentAtlantic star 98 1982 $3.6 billion 1:51 $1,000,000
Obermeyer Wood Investment Counsel star 98 1997 $1.3 billion 1:89 $1,000,000
Pinnacle Advisory Group star 98 1993 $2.0 billion 1:62 $500,000
Breckinridge Capital Advisors star 98 1993 $36.5 billion 1:559 $500,000
Stearns Financial Group star 98 1991 $1.3 billion 1:43 $1,000,000
Guyasuta Investment Advisorsorporated star 98 1994 $1.3 billion 1:30 $1,000,000
Abacus Planning Group star 98 1998 $1.0 billion 1:14 $-1
Montag star 98 1982 $1.9 billion 1:34 $3,000,000
Cornerstone Advisors star 98 1984 $3.6 billion 1:35 $-1
Provident Trust Company star 98 2000 $3.0 billion 1:293 $1,000,000
Farr Miller & Washington star 98 1996 $1.5 billion 1:81 $500,000
North Star Asset Management star 98 1996 $1.6 billion 1:138 $1,000,000
WE Family Offices star 98 2001 $7.4 billion 1:5 $0
Warren Averett Asset Management star 98 2001 $2.5 billion 1:48 $1,000,000
Corda Investment Management star 98 1999 $1.1 billion 1:72 $500,000
JMG Financial Group star 98 1985 $2.7 billion 1:35 $1,000,000
TCI Wealth Advisors star 98 1990 $2.5 billion 1:91 $100,000
Gamble Jones Investment Counsel star 98 1990 $1.3 billion 1:91 $500,000
Ferguson Wellman Capital Management star 98 1975 $5.0 billion 1:38 $3,000,000
Bridgewater Advisors star 98 1995 $1.3 billion 1:209 $2,000,000
Chilton Capital Management star 98 1996 $1.4 billion 1:46 $375,000
Northeast Financial Consultants star 98 2001 $2.7 billion 1:106 $0
Badgley Phelps Wealth Managers star 98 1973 $2.6 billion 1:38 $1,000,000
Bedel Financial Consulting star 98 1989 $1.2 billion 1:74 $476,190
Planning Alternatives star 98 1983 $1.0 billion 1:51 $0
LBMC Investment Advisors star 98 1998 $1.1 billion 1:63 $200,000
Evergreen Capital Management star 98 1983 $2.2 billion 1:41 $1,000,000
Brighton Jones star 98 2000 $5.3 billion 1:24 $480,000
Savant Capital Management star 98 1993 $6.0 billion 1:69 $400,000
Beaumont Financial Partners star 98 2000 $2.0 billion 1:37 $1,000,000
Prudent Management Associates star 98 1983 $1.0 billion 1:79 $1,000,000
Palisades Hudson Asset Management star 98 1998 $1.3 billion 1:18 $500,000
Index Fund Advisors star 98 2000 $3.6 billion 1:138 $100,000
Foster & Motley star 98 1996 $1.3 billion 1:36 $1,000,000
Sand Hill Global Advisors star 98 2000 $2.1 billion 1:29 $2,500,000
Mainstay Capital Management star 98 2000 $2.6 billion 1:228 $200,000
Portfolio Solutions star 98 1999 $1.4 billion 1:89 $500,000
Karpus Investment Management star 98 1987 $3.2 billion 1:1359 $500,000
C.W. Henderson & Associates star 98 1991 $3.3 billion 1:177 $1,000,000
Boston Financial Management star 98 1976 $2.2 billion 1:48 $1,000,000
Balasa Dinverno Foltz star 98 2001 $4.1 billion 1:32 $1,000,000
Acropolis Investment Management star 98 2002 $1.2 billion 1:33 $1,000,000
Willow Creek Wealth Management star 98 1999 $1.0 billion 1:109 $1,000,000
Boys Arnold & Co star 98 1977 $1.1 billion 1:44 $1,000,000
Terry Mcdaniel & Company star 98 1985 $1.0 billion 1:52 $1,000,000
Norris Perne & French star 98 1984 $1.4 billion 1:103 $500,000
NorthCoast Asset Management star 98 2000 $1.7 billion 1:321 $0
John G. Ullman & Associates star 98 1978 $1.1 billion 1:256 $250,000
Private Vista star 98 1999 $1.5 billion 1:44 $500,000
BSW Wealth Partners star 98 1994 $1.1 billion 1:19 $1,000,000
Mercer Advisors star 98 2008 $10.7 billion 1:37 $250,000
Legacy Wealth Management star 98 1982 $1.2 billion 1:57 $500,000
Plancorp star 98 1984 $3.7 billion 1:52 $500,000
Vista Capital Partners star 98 2001 $1.3 billion 1:39 $2,000,000
Truewealth Management star 98 2000 $1.3 billion 1:35 $1,000,000
Private Management Group star 98 1986 $2.6 billion 1:183 $250,000
Rembert Pendleton Jackson star 98 1984 $1.3 billion 1:125 $500,000
Vigilant Capital Management star 98 2002 $1.1 billion 1:20 $1,600,000
Sullivan, Bruyette, Speros & Blayney star 98 1991 $3.5 billion 1:39 $1,000,000
Stonebridge Capital Advisors star 98 1997 $1.2 billion 1:1452 $0
Cadinha & Co star 98 2000 $1.4 billion 1:349 $1,000,000
Resource Consulting Group star 98 1988 $1.8 billion 1:32 $1,000,000
Diversified Management star 98 1994 $1.0 billion 1:48 $500,000
Cincinnati Asset Management star 98 1989 $2.6 billion 1:930 $100,000
Conservest Capital Advisors star 98 1993 $1.1 billion 1:46 $2,000,000
Private Ocean star 98 1984 $2.0 billion 1:48 $2,000,000
Steele Capital Management star 98 1995 $1.8 billion 1:163 $0
Capital Advisors star 98 1978 $2.2 billion 1:66 $500,000
The Golub Group star 97 2003 $1.5 billion 1:158 $1,000,000
Vantage Investment Partners star 97 2003 $2.1 billion 1:11 $2,000,000
Nottingham Advisors star 97 1982 $1.1 billion 1:351 $100,000
Personal Capital Advisors Corporation star 97 2011 $8.6 billion 1:113 $100,000
BKD Wealth Advisors star 97 1999 $3.2 billion 1:33 $500,000
The Burney Company star 97 1974 $1.7 billion 1:50 $500,000
RCL Advisors star 97 2007 $1.7 billion 1:152 $1,000,000
Neville, Rodie & Shaw star 97 1966 $1.4 billion 1:125 $1,000,000
Hanson & Doremus Investment Management star 97 1998 $419.1 million 1:76 $250,000
Trumbower Financial Advisors star 97 1996 $1.2 billion 1:39 $0
Reilly Financial Advisors star 97 1999 $1.3 billion 1:193 $500,000
Cardinal Capital Management star 97 2003 $1.5 billion 1:224 $500,000
Evanson Asset Management star 97 2005 $4.2 billion 1:247 $500,000