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
Symmetry Partners star 99 2002 $4.4 billion 1:518 $0 Glastonbury Report
EP Wealth Advisors star 99 1987 $3.6 billion 1:65 $500,000 Torrance Report
Portfolio Solutions star 99 1999 $1.5 billion 1:85 $500,000 Troy Report
Altair Advisers star 99 2002 $4.5 billion 1:27 $5,000,000 Chicago Report
Dowling & Yahnke star 99 1987 $3.8 billion 1:72 $1,000,000 San Diego Report
Summit Financial Strategies star 98 1995 $1.2 billion 1:66 $333,333 Columbus Report
Beaird Harris star 98 1996 $1.0 billion 1:41 $500,000 Dallas Report
B|O|S star 98 1996 $4.3 billion 1:31 $3,000,000 SF Report
Wealthcare Capital Management star 98 2001 $1.3 billion 1:67 $0 Richmond Report
Guided Choice Asset Management star 98 2002 $15.6 billion 1:31069 $0 San Diego Report
RegentAtlantic star 98 1982 $3.8 billion 1:117 $1,000,000 Morristown Report
Breckinridge Capital Advisors star 98 1993 $33.4 billion 1:995 $500,000 Boston Report
Stearns Financial Group star 98 1991 $1.1 billion 1:54 $1,000,000 Greensboro Report
Steinberg Global Asset Management star 98 1992 $1.0 billion 1:38 $1,000,000 Boca Raton Report
Montag star 98 1982 $1.8 billion 1:30 $3,000,000 Atlanta Report
Warren Averett Asset Management star 98 2001 $2.5 billion 1:40 $1,000,000 Vestavia Hills Report
Corda Investment Management star 98 1999 $1.0 billion 1:90 $500,000 Houston Report
Gamble Jones Investment Counsel star 98 1990 $1.3 billion 1:87 $500,000 Pasadena Report
Ferguson Wellman Capital Management star 98 1975 $5.2 billion 1:34 $3,000,000 Portland Report
Chilton Capital Management star 98 1996 $1.3 billion 1:40 $375,000 Houston Report
Badgley Phelps Wealth Managers star 98 1973 $2.5 billion 1:33 $1,000,000 Seattle Report
Novare Capital Management star 98 2003 $1.1 billion 1:39 $500,000 Charlotte Report
Woodley Farra star 98 1995 $1.0 billion 1:103 $250,000 Indianapolis Report
Bedel Financial Consulting star 98 1989 $1.2 billion 1:67 $476,190 Indianapolis Report
Evergreen Capital Management star 98 1983 $2.3 billion 1:34 $1,000,000 Bellevue Report
Brighton Jones star 98 2000 $5.0 billion 1:33 $480,000 Seattle Report
Savant Capital Management star 98 1993 $5.6 billion 1:66 $400,000 Rockford Report
Prudent Management Associates star 98 1983 $1.1 billion 1:79 $1,000,000 Philadelphia Report
Index Fund Advisors star 98 2000 $3.8 billion 1:125 $100,000 Irvine Report
Foster & Motley star 98 1996 $1.3 billion 1:40 $1,000,000 Cincinnati Report
Mainstay Capital Management star 98 2000 $2.5 billion 1:241 $200,000 Grand Blanc Report
Acropolis Investment Management star 98 2002 $1.3 billion 1:30 $1,000,000 Chesterfield Report
Willow Creek Wealth Management star 98 1999 $1.0 billion 1:87 $1,000,000 Sebastopol Report
Boys Arnold & Co star 98 1977 $1.1 billion 1:56 $1,000,000 Asheville Report
Norris Perne & French star 98 1984 $1.4 billion 1:103 $500,000 Grand Rapids Report
Mercer Global Advisors star 98 2008 $11.1 billion 1:97 $250,000 Santa Barbara Report
Fiduciary Counselling star 98 1966 $5.6 billion 1:116 $480,000 Report
Legacy Wealth Management star 98 1982 $1.3 billion 1:55 $500,000 Memphis Report
Plancorp star 98 1984 $4.0 billion 1:42 $500,000 St. Louis Report
Vista Capital Partners star 98 2001 $1.4 billion 1:39 $2,000,000 Portland Report
Private Management Group star 98 1986 $2.9 billion 1:163 $250,000 Irvine Report
Sullivan, Bruyette, Speros & Blayney star 98 1991 $3.5 billion 1:79 $1,000,000 McLean Report
Resource Consulting Group star 98 1988 $1.8 billion 1:31 $1,000,000 Orlando Report
Diversified Management star 98 1994 $1.1 billion 1:80 $500,000 Milwaukee Report
Steele Capital Management star 98 1995 $1.9 billion 1:140 $0 Dubuque Report
Personal Capital Advisors Corporation star 97 2011 $7.9 billion 1:115 $100,000 SF Report
RCL Advisors star 97 2007 $1.7 billion 1:174 $1,000,000 New York Report
Neville, Rodie & Shaw star 97 1966 $1.4 billion 1:121 $1,000,000 New York Report
Reilly Financial Advisors star 97 1999 $1.3 billion 1:49 $500,000 La Mesa Report
Howard Capital Management star 97 1974 $1.3 billion 1:72 $1,000 Los Angeles Report
Caprin Asset Management star 97 1997 $1.3 billion 1:287 $250,000 Richmond Report
H.M. Payson star 97 1966 $3.6 billion 1:160 $50,000 Portland Report
Ashfield Capital Partners star 97 2007 $1.0 billion 1:145 $100,000 SF Report
Lee Financial Company star 97 1975 $1.1 billion 1:19 $0 Dallas Report
Murphy Capital Management star 97 1983 $934.0 million 1:218 $0 Report
Ballentine Partners star 97 2010 $6.7 billion 1:12 $3,500,000 Waltham Report
Vintage Financial Services star 97 1985 $584.8 million 1:97 $500,000 Ann Arbor Report
RNC Genter Capital Management star 97 1998 $3.7 billion 1:21062083 $1,000,000 Los Angeles Report
YHB Investment Advisors star 97 1990 $1.3 billion 1:60 $0 West Hartford Report
Laird Norton Wealth Management star 97 2001 $1.8 billion 1:11 $3,000,000 Seattle Report
Meritage Portfolio Management star 97 1991 $1.6 billion 1:51 $2,000,000 Overland Park Report
Altfest Personal Wealth Management star 97 1983 $1.3 billion 1:593 $1,000,000 New York Report
Saratoga Research & Investment Management star 97 2000 $2.1 billion 1:270 $100,000 Saratoga Report
Heritage Wealth Advisors star 97 2005 $1.4 billion 1:33 $0 Richmond Report
Chicago Partners Investment Group star 97 2008 $1.6 billion 1:36 $1,000,000 Chicago Report
Truepoint star 97 1985 $2.8 billion 1:32 $1,000,000 Cincinnati Report
Karpus Investment Management star 97 1987 $3.2 billion 1:1177 $500,000 Pittsford Report
Peter B. Cannell & Co. star 97 1986 $3.3 billion 1:1307 $2,000,000 New York Report
Greenwich Wealth Management star 97 2008 $1.1 billion 1:62 $1,000,000 Greenwich Report
True North Advisors star 97 2006 $1.2 billion 1:50 $1,000,000 Dallas Report
Greerwalker Wealth Management star 97 2002 $430.4 million 1:70 $500,000 Charlotte Report
TGS Financial Advisors star 97 1991 $289.4 million 1:30 $0 Wayne Report
BSW Wealth Partners star 97 1994 $951.0 million 1:19 $1,000,000 Boulder Report
WMS Partners star 97 1994 $4.1 billion 1:33 $3,000,000 Towson Report
Stack Financial Management star 97 1994 $1.3 billion 1:86 $750,000 Whitefish Report
Mission Wealth Management star 97 2002 $1.9 billion 1:50 $1,000,000 Santa Barbara Report
Sandhill Investment Management star 97 2004 $1.1 billion 1:933 $250,000 Buffalo Report
Valeo Financial Advisors star 97 2006 $3.3 billion 1:43 $250,000 Indianapolis Report
Richard C. Young & Co., Ltd. star 97 1990 $1.1 billion 1:181 $500,000 Newport Report
Condor Capital Wealth Management star 97 1988 $1.0 billion 1:117 $250,000 Bridgewater Report
Ogorek Wealth Management star 97 1983 $371.1 million 1:49 $500,000 Williamsville Report
Parallel Advisors star 97 2007 $1.9 billion 1:89 $0 SF Report
Cincinnati Asset Management star 97 1989 $3.1 billion 1:818 $100,000 Cincinnati Report
Williams, Jones & Associates star 97 1988 $7.2 billion 1:73 $1,000,000 New York Report
Minneapolis Portfolio Management Group star 97 2004 $1.1 billion 1:673 $500,000 Minneapolis Report
Berkshire Money Management star 96 2003 $470.9 million 1:64 $5,000 Dalton Report
Monarch Capital Management star 96 1994 $340.6 million 1:57 $0 Fort Wayne Report
Hartland & Co star 96 1988 $4.1 billion 1:68 $0 Cleveland Report
Pure Financial Advisors star 96 2009 $2.0 billion 1:101 $187,500 San Diego Report
The Harbor Group star 96 1984 $1.0 billion 1:101 $500,000 Bedford Report
Blue Oak Capital star 96 2000 $433.0 million 1:49 $2,000,000 Menlo Park Report
Cardinal Capital Management star 96 2003 $1.5 billion 1:188 $500,000 Winnipeg Report
Pillar Pacific Capital Management star 96 1999 $1.1 billion 1:44 $1,000,000 Pacifica Report
Arcadia Investment Management Corp star 96 1987 $417.1 million 1:64 $555,556 Kalamazoo Report
Tandem Investment Advisors star 96 2000 $518.3 million 1:379 $500,000 Charleston Report
Essex star 96 1997 $285.3 million 1:84 $0 Deer Park Report
Sharkey Howes & Javer star 96 1991 $785.1 million 1:109 $100,000 Denver Report
The Goff Financial Group star 96 2003 $285.1 million 1:57 $0 Houston Report
Vision Capital Management star 96 1999 $583.5 million 1:100 $250,000 Portland Report
Lindner Capital Advisors star 96 1997 $593.4 million 1:183 $100,000 Marietta Report