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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Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Great Valley Advisor Group 87 2011 $1.4 billion 1:87 $0
CPS Wealth Management 87 2012 $15.0 million 1:14 $0
Advisors' Pride 87 2014 $663.5 million 1:198 $0
Stokes Capital Advisors 87 2015 $205.3 million 1:260 $200,000
Carnick & Kubik 87 2016 $1.2 billion 1:305 $500,000
Curtis Advisory Group 87 2015 $149.7 million 1:36 $500,000
Taiber, Kosmala & Associates 87 2012 $443.3 million 1:7 $5,000,000
Lafleur & Godfrey 87 2013 $443.2 million 1:221 $0
Arbus Capital Management 87 2014 $58.2 million 1:20 $500,000
Enrich Financial Partners 87 2015 $209.8 million 1:93 $250,000
PWMCO 87 2003 $666.4 million 1:120 $250,000
Karsten Advisors 87 2011 $413.8 million 1:86 $120,000
One Advocate Group 87 2015 $188.0 million 1:79 $0
Counsel Fiduciary 87 2012 $57.3 million 1:17 $600,000
Pacific Capital 87 2014 $141.6 million 1:30 $1,000,000
Integrated Wealth Advisory Services 87 2012 $266.8 million 1:103 $0
Connecticut Wealth Management 87 2012 $703.2 million 1:74 $0
RFG Advisory Group 87 2014 $948.9 million 1:77 $3,000
American Investment Planners 87 2010 $126.0 million 1:47 $0
Wellspring Wealth Management 87 2005 $282.2 million 1:40 $1,000,000
Summit Wealth Partners 87 2016 $412.5 million 1:37 $0
Omega Financial Group 87 2013 $210.3 million 1:63 $1,000,000
Premia Global Advisors 87 2016 $218.2 million 1:31 $0
Epstein and White Financial 87 2017 $318.0 million 1:114 $10,000
Noctua International WMG 87 2009 $536.0 million 1:10 $3,000,000
RPg Investment Advisory 87 2014 $462.6 million 1:370 $0
Prince Financial Advisory 87 2014 $35.1 million 1:55 $0
Rathbones 87 2005 $39.8 billion 1:206 $1,000,000
HMS Investment Advisors 87 2013 $191.0 million 1:22 $500,000
Smith Moore & Co. 87 2007 $863.4 million 1:97 $35,000
Aequitas Investment Advisors 87 2017 $547.7 million 1:41 $400,000
Arista Wealth Management 87 2013 $246.8 million 1:64 $0
Seascape Capital Management 87 2014 $168.7 million 1:34 $1,000,000
Hilltop Wealth Advisors 87 2016 $240.9 million 1:65 $0
Diversified Private Wealth Advisors 87 2013 $404.0 million 1:655 $0
Stratos Wealth Partners 87 2010 $5.4 billion 1:44 $10,000
PPD Financial 87 2015 $3.5 billion 1:2 $0
Life Planning Partners 87 2016 $179.8 million 1:25 $0
Relative Value Partners 87 2015 $1.0 billion 1:27 $1,000,000
Golden State Wealth Management 87 2016 $710.9 million 1:64 $0
Silverhawk Asset Management 87 2013 $234.0 million 1:29 $250,000
Global Wealth Management 87 2013 $100.3 million 1:12 $500,000
Synergy Financial Management 87 2005 $262.0 million 1:250 $300,000
Millennium Investment Services 87 2000 $101.9 million 1:148 $500,000
Stansberry Asset Management 87 2016 $384.4 million 1:427 $500,000
Tennessee Valley Asset Management Partners 87 2015 $256.1 million 1:138 $50,000
Paradigm Consulting 87 2007 $88.9 million 1:42 $50,000
Planners Financial Services 87 1975 $91.9 million 1:198 $125,000
DLG Wealth Management 87 2009 $68.1 million 1:41 $25,582
Tri-Star Financial 87 2013 $41.7 million 1:718 $0
Quanta Finance 87 2012 $184.0 million 1:46 $1,000,000
Elwood & Goetz Wealth Advisory Group 87 2017 $224.8 million 1:42 $1,000,000
GBS Finance 87 2012 $152.2 million 1:4 $5,000,000
Hill Financial Group 87 2010 $320.0 million 1:82 $400,000
Livian & Co 87 2010 $89.2 million 1:49 $1,000,000
Breiter Capital Management 87 2015 $203.0 million 1:38 $100,000
CWA Asset Management Group 87 2014 $1.1 billion 1:70 $0
Gassman Financial Group 87 2013 $40.0 million 1:19 $1,000,000
Daniel Wealth Advisors 87 2013 $339.5 million 1:66 $40,000
Fundamentum 87 2016 $296.7 million 1:84 $100,000
Boston Standard Wealth Management 87 2015 $192.1 million 1:135 $0
Altiora Group 87 2014 $185.3 million 1:17 $0
Peirce Capital Management 87 2015 $195.6 million 1:18 $1,000,000
Capital Planning 87 2014 $327.1 million 1:73 $1,000,000
Uwharrie Investment Advisors 87 2005 $136.5 million 1:200 $250,000
Red Door Wealth Management 87 2014 $481.0 million 1:61 $250,000
Tilson Financial Group 87 2005 $358.2 million 1:64 $250,000
Oak Root 87 2015 $417.5 million 1:17 $0
Aurora Investment Managers 87 2008 $124.6 million 1:201 $100,000
IC Advisory Services 87 2006 $1.1 billion 1:25 $10,000
Meixler Investment Management 87 2013 $103.6 million 1:509 $0
Hinds Financial Group 87 2004 $321.2 million 1:56 $100,000
Maltin Wealth Management 87 2012 $205.1 million 1:62 $0
Herbert R. Smith & Company 87 2012 $107.7 million 1:37 $500,000
Quinn Wealth Advisors 87 2013 $33.4 million 1:95 $100,000
Physicians Financial Services 87 2006 $218.6 million 1:80 $0
Taylor Frigon Capital Management 87 2007 $189.1 million 1:34 $5,000,000
Banyan Tree Asset Management 87 2013 $843.7 million 1:10 $20,000,000
Capital Investment Management 87 2012 $264.6 million 1:166 $10,000
UMB Financial Services 87 2004 $29.2 million 1:2 $25,000
Mullooly Asset Management 87 2015 $199.5 million 1:175 $100,000
LJI Wealth Management 87 2013 $244.0 million 1:77 $0
Long Island Wealth Management 87 2014 $110.8 million 1:157 $0
Rubin Overseas 87 2014 $31.2 million 1:4 $250,000
Access Wealth Management 87 2015 $155.6 million 1:29 $1,000,000
KFG Wealth Management 87 2014 $268.6 million 1:78 $0
Windward Wealth Strategies 87 2015 $157.3 million 1:36 $0
TLG Advisors 87 2001 $404.7 million 1:11 $25,000
Jaffetilchin Investment Partners 87 2007 $680.4 million 1:41 $25,000
Stokes & Hubbell Capital Management 87 2014 $1.2 billion 1:105 $0
Cadence Wealth Management 87 2014 $160.8 million 1:86 $250,000
Paskin Capital Advisors 87 2012 $222.6 million 1:20 $10,000,000
G.L. Smith & Associates 87 2004 $136.2 million 1:166 $0
Landmark Management 87 2012 $2.9 billion 1:2 $0
Strategic Wealth Partners 87 2014 $2.1 billion 1:40 $1,000,000
Trinity Wealth Management 87 2014 $199.0 million 1:37 $300,000
EFP Advisors 87 2014 $169.8 million 1:142 $0
Prairie Sky Financial Group 87 2014 $201.8 million 1:100 $0
Arvest Wealth Management 87 2005 $2.0 billion 1:37 $50,000
Capital Management Services 87 1987 $214.0 million 1:56 $1,000,000