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
Lateef Investment Management star 96 1974 $886.8 million 1:180 $1,000,000
Sunrise Advisors star 96 2001 $660.5 million 1:117 $0
Arcadia Investment Management Corp star 96 1987 $365.1 million 1:31 $555,556
RBO & Co star 96 2001 $400.8 million 1:48 $3,000,000
Tandem Investment Advisors star 96 2000 $575.5 million 1:497 $500,000
Lathrop Investment Management Corp star 96 1981 $550.7 million 1:44 $500,000
Essex star 96 1997 $285.3 million 1:84 $0
Bernhardt Wealth Management star 96 2000 $398.9 million 1:40 $1,000,000
Sharkey Howes & Javer star 96 1991 $710.5 million 1:125 $100,000
Marshwinds Advisory Co star 96 1988 $331.7 million 1:155 $0
The Goff Financial Group star 96 2003 $292.0 million 1:58 $0
TFC Financial Management star 96 1982 $904.4 million 1:35 $2,000,000
West Financial Services star 96 2005 $1.5 billion 1:33 $1,000,000
Fischer Financial Services star 96 1988 $259.2 million 1:114 $250,000
Silveroak Wealth Management star 96 2001 $760.4 million 1:49 $250,000
Cortland Associates star 96 1989 $652.0 million 1:201 $500,000
Wealthquest Corporation star 96 2006 $1.0 billion 1:110 $50,000
Castle Wealth Management star 96 2002 $308.0 million 1:34 $200,000
Vision Capital Management star 96 1999 $604.9 million 1:58 $250,000
Allodium Investment Consultants star 96 2005 $255.5 million 1:51 $1,000,000
Charles Fish Investments star 96 1996 $374.1 million 1:17 $2,000,000
Modera Wealth Management star 96 2010 $2.4 billion 1:38 $1,000,000
Oakbridge Partners star 96 1976 $715.4 million 1:62 $500,000
Meyer Capital Group star 96 1989 $847.2 million 1:71 $500,000
Nicollet Investment Management star 96 2000 $260.3 million 1:39 $250,000
Xpyria Investment Advisors star 96 1990 $628.3 million 1:43 $1,000,000
Lowenhaupt Global Advisors star 96 2006 $1.0 billion 1:62 $50,000,000
Cardiff Park Advisors star 96 2006 $1.8 billion 1:387 $1,000,000
West Coast Financial star 96 1983 $948.2 million 1:26 $1,000,000
Pineno Levin & Ford Asset Management star 96 1994 $317.2 million 1:28 $500,000
Financial Connections Group star 96 2000 $265.4 million 1:76 $750,000
Asset Preservation Advisors star 96 1992 $3.7 billion 1:311 $500,000
Summit Asset Management star 96 1999 $521.0 million 1:78 $500,000
Capital Resource Management star 96 1991 $392.5 million 1:50 $5,000,000
Moisand Fitzgerald Tamayo star 96 1998 $543.4 million 1:94 $1,000,000
Klingenstein Fields Wealth Advisors star 96 1988 $3.5 billion 1:1195 $3,000,000
Peak Asset Management star 96 1996 $527.9 million 1:41 $1,000,000
Sigma Investment Counselors star 96 1973 $960.7 million 1:79 $500,000
Augustine Asset Management star 96 1985 $271.3 million 1:14 $1,000,000
ARS Wealth Advisors star 96 2003 $503.1 million 1:77 $500,000
Level Financial Advisors star 96 1981 $404.1 million 1:323 $0
Stepp & Rothwell star 96 1998 $565.5 million 1:28 $1,500,000
Adell Harriman & Carpenter star 96 1995 $745.2 million 1:120 $500,000
RSW Investments star 96 2005 $2.2 billion 1:657 $250,000
Whelan Financial star 96 1991 $291.5 million 1:76 $500,000
Paul Manners & Associates star 96 1979 $279.4 million 1:133 $500,000
Silicon Valley Wealth Advisors star 96 1992 $304.6 million 1:55 $200,000
Becker Capital Management star 96 1977 $4.0 billion 1:34 $1,000,000
Camden Capital star 96 2004 $3.2 billion 1:26 $0
Goodman Financial Corporation star 96 2002 $386.3 million 1:27 $1,000,000
Dale K. Ehrhart star 96 1978 $569.7 million 1:56 $0
Filament star 96 2006 $1.7 billion 1:8 $2,000,000
Donnelly Wealth Advisors star 96 2001 $405.4 million 1:89 $1,000,000
Nichols & Pratt Advisers star 96 1994 $1.6 billion 1:13 $0
Signet Financial Management star 96 1988 $718.7 million 1:55 $500,000
Youngs Advisory Group star 96 1996 $400.1 million 1:46 $1,000,000
KHC Wealth Management star 96 2000 $345.0 million 1:39 $583,333
New England Guild Wealth Advisors star 96 1991 $279.5 million 1:45 $0
Destination Wealth Management star 96 1996 $2.2 billion 1:55 $500,000
JNBA Financial Advisors star 96 1984 $885.2 million 1:49 $250,000
Sterling Financial Planning star 96 1998 $422.1 million 1:52 $500,000
DHR Investment Counsel star 96 1998 $349.4 million 1:160 $1,000,000
Retirement Income Solutions star 96 2010 $1.7 billion 1:120 $500,000
Oak Ridge Investments star 96 1989 $1.3 billion 1:695 $1,000,000
Envision Capital Management star 96 1995 $409.4 million 1:329 $500,000
The Family Firm star 96 1983 $518.1 million 1:40 $600,000
Prentiss Smith & Company star 96 1982 $395.9 million 1:191 $400,000
PBMares Wealth Management star 96 2003 $538.5 million 1:62 $400,000
Miller Investment Management star 96 1998 $2.4 billion 1:21 $0
Altavista Wealth Management star 96 2003 $487.9 million 1:46 $0
Campbell Newman Asset Management star 96 1972 $597.9 million 1:199 $1,000,000
Welch Hornsby star 96 1988 $1.8 billion 1:34 $800,000
FBB Capital Partners star 96 2000 $1.1 billion 1:91 $500,000
Covington Investment Advisors star 96 2003 $350.8 million 1:66 $0
Flexible Plan Investments star 96 1984 $1.7 billion 1:5116 $25,000
Polaris Greystone Financial Group star 96 2011 $1.6 billion 1:57 $500,000
Stewart & Patten Co star 96 1998 $840.8 million 1:90 $1,000,000
Compass Asset Management star 96 1997 $420.0 million 1:200 $50,000
ML&R Wealth Management star 96 2000 $905.1 million 1:45 $1,000,000
Mozaic star 96 2008 $1.9 billion 1:9 $100,000,000
Spectrum Asset Management star 96 1987 $503.2 million 1:37 $1,000,000
Cahill Financial Advisors star 96 1983 $592.3 million 1:71 $0
Boston Research and Management star 96 1991 $385.4 million 1:23 $1,000,000
Hayek Kallen Investment Management star 96 1985 $285.7 million 1:221 $500,000
Vansant Mewshaw star 96 1992 $296.8 million 1:114 $150,000
Clean Yield Asset Management star 96 1986 $386.4 million 1:50 $1,000,000
Advisors Management Group star 96 1989 $395.2 million 1:157 $0
Blankinship & Foster star 96 1989 $503.9 million 1:35 $1,000,000
SEM Wealth Management star 96 1998 $455.1 million 1:423 $50,000
NorthStar Asset Management star 96 2000 $379.4 million 1:44 $0
Atwood & Palmer star 96 1990 $784.7 million 1:73 $0
Riggs Asset Management Co. star 96 1991 $319.9 million 1:52 $500,000
Marlcroft Asset Management star 96 1997 $283.7 million 1:34 $250,000
Jackson, Grant Investment Advisers star 96 1999 $307.2 million 1:26 $5,000,000
Rosenblum Silverman Sutton Investment Counsel star 96 1984 $301.0 million 1:55 $500,000
McQueen, Ball & Associates star 96 1984 $1.2 billion 1:60 $750,000
Fierston Financial Group star 96 1989 $618.9 million 1:96 $1,000,000
The Investment Counsel Company star 96 1988 $871.6 million 1:65 $3,000,000
The Fairman Group star 96 2002 $471.4 million 1:12 $1,500,000
Power Asset Management star 96 2003 $360.0 million 1:34 $500,000