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
Monolith Advisors 86 2013 $55.7 million 1:98 $250,000
Lagoda Investment Management 86 2014 $276.3 million 1:34 $5,000,000
ETF Portfolio Partners 86 2015 $168.8 million 1:161 $250,000
Guardian Wealth Advisors 86 2015 $149.5 million 1:84 $250,000
Prophecy Impact Investments 86 2016 $2.0 million 1:6 $5,000
Arthur Zaske & Associates 86 2016 $100.3 million 1:82 $0
Parkview US 86 2012 $227.0 million 1:5 $10,000,000
Sutton Wealth Advisors 86 2007 $246.9 million 1:86 $0
HawsGoodwin Financial 86 2014 $393.3 million 1:63 $5,000
Peck Wealth Management 86 2012 $56.7 million 1:39 $1,000,000
Winning Points Advisors 86 2013 $208.0 million 1:92 $0
Bouvel Investment Partners 86 2014 $146.3 million 1:85 $50,000
Lountzis Asset Management 86 2015 $184.8 million 1:87 $1,000,000
Iron Horse Wealth Management 86 2016 $132.2 million 1:145 $0
West Financial Advisors 86 2017 $246.4 million 1:28 $1,000,000
Quartz Partners Investment Management 86 2015 $54.7 million 1:246 $10,000
FinArc Investments 86 2017 $117.2 million 1:53 $250,000
Captrust Financial Advisors 86 2012 $199.2 million 1:53 $500,000
Florek Financial 86 2017 $232.5 million 1:34 $833,333
Econ Wealth Management 86 2015 $112.9 million 1:369 $250,000
Summit Wealth Group 86 2015 $277.9 million 1:42 $1,000,000
Centaurus Financial 86 1999 $2.8 billion 1:33 $25,000
Horizon Wealth Management 86 2014 $423.1 million 1:166 $250,000
Investment Research Corp 86 1972 $35.2 million 1:10 $0
Asset Management Resources 86 2016 $142.7 million 1:68 $100,000
Deyoe Wealth Management 86 2014 $208.0 million 1:58 $500,000
Alliance Wealth Management Group 86 2014 $207.6 million 1:86 $500,000
Bason Asset Management 86 2016 $238.3 million 1:43 $0
Financial Plans & Strategies 86 2016 $365.8 million 1:509 $150,000
Transamerica Retirement Advisors 86 1992 $5.4 billion 1:167 $5,000
Cribstone Capital Management 86 2015 $470.1 million 1:123 $500,000
Dickinson Investment Advisors 86 2015 $191.9 million 1:153 $0
Summit Financial Consultants 86 2015 $175.6 million 1:51 $50,000
Fingage Advisors 86 2016 $14.2 million 1:16 $0
EPIQ Partners 86 2017 $153.5 million 1:19 $0
Frazier Financial Consultants 86 2016 $112.5 million 1:45 $0
The Gleason Group 86 2015 $266.4 million 1:53 $333,333
Cambridge Financial Group 86 2017 $234.5 million 1:45 $0
Meeder Investment Management 86 1991 $333.3 million 1:248 $0
Seahorse Financial Advisers 86 2013 $41.2 million 1:18 $1,000,000
Shone Asset Management 86 2015 $229.4 million 1:75 $250,000
Labrum Wealth Management 86 2009 $294.7 million 1:150 $250,000
EquityCompass Strategies 86 2008 $168.0 million 1:10 $50,000
ACG Wealth 86 2009 $1.2 billion 1:57 $0
The Nalls Sherbakoff Group 86 2016 $180.4 million 1:102 $0
Brophy Wealth Management 86 2013 $154.7 million 1:137 $0
Capital Preservation Partners 86 2009 $92.5 million 1:199 $0
Penniall & Associates 86 2008 $420.6 million 1:72 $0
LWM Advisory Services 86 2014 $284.1 million 1:94 $100,000
Stash Wealth 86 2017 $18.7 million 1:63 $0
AIM Capital 86 2012 $191.8 million 1:76 $0
Beacon Financial Advisors 86 2013 $119.6 million 1:24 $1,000,000
Fort Pitt Capital Group 86 2015 $2.5 billion 1:141 $500,000
Halsey Associates 86 2015 $945.7 million 1:85 $1,500,000
Forest Capital 86 2016 $169.6 million 1:128 $100,000
Garrett Investment Advisors 86 2011 $108.7 million 1:5 $120,000
Coombe, Bender & Company 86 2006 $108.5 million 1:86 $250,000
Vestor Capital 86 2012 $763.9 million 1:31 $500,000
Wealth Quest Partners 86 2015 $85.0 million 1:37 $500,000
Landmark Wealth Management 86 2015 $117.3 million 1:50 $250,000
Petrovic Weaver Financial Services 86 2015 $121.6 million 1:51 $0
Mosaic Family Wealth 86 2014 $710.0 million 1:36 $1,000,000
Nardis Advisors 86 2015 $90.6 million 1:45 $800,000
Quiena 86 2016 $7.5 million 1:4100 $1
Principly 86 2015 $2.2 million 1:507 $0
Sycamore Financial Group 86 2004 $419.3 million 1:475 $0
Hillegas Advisory Services 86 2017 $108.6 million 1:33 $5,000,000
McAdam 86 2014 $406.9 million 1:21 $0
Highwater Wealth Management 86 2016 $181.1 million 1:51 $0
Professional Financial Solutions 86 2015 $140.1 million 1:43 $500,000
Finhabits Advisors 86 2015 $11.1 million 1:32708 $5
Cedar Mountain Advisors 86 2008 $500.5 million 1:95 $250,000
Davidson Wealth Management 86 2010 $106.2 million 1:68 $0
Wilde Capital Management 86 2015 $3.7 million 1:4 $0
Integral Financial Solutions 86 2015 $165.9 million 1:41 $1,500,000
Gencap Portfolio Management 86 2015 $161.0 million 1:15 $0
JT Stratford 86 2015 $288.4 million 1:74 $0
Isthmus Partners 86 2014 $588.8 million 1:51 $2,000,000
Brasada Capital Management 86 2013 $477.8 million 1:48 $1,000,000
Onyx Financial Advisors 86 2016 $165.0 million 1:43 $250,000
Alexander Investment Services Co. 86 1974 $327.9 million 1:615 $0
Candace Shira Associates 86 2013 $262.5 million 1:157 $176,470
Forthright Wealth Management 86 2015 $293.0 million 1:87 $200,000
Insight Private Advisors 86 2014 $255.6 million 1:186 $0
BCU Wealth Advisors 86 2015 $208.1 million 1:56 $50,000
Meridian Financial Partners 86 2016 $182.5 million 1:139 $250,000
Mid-Continent Capital 86 1997 $2.7 billion 1:109 $2,000,000
Cargile Investments 86 2005 $123.6 million 1:41 $75,000
Miller-Green Financial Services 86 2001 $50.2 million 1:17 $0
Essex Financial Advisors 86 2016 $151.4 million 1:171 $62,500
BMO Harris Financial Advisors 86 2005 $4.1 billion 1:88 $75,000
Marietta Wealth Management 86 2015 $527.0 million 1:69 $500,000
Sagewood Asset Management 86 2015 $1.8 billion 1:142 $2,500,000
Riverpoint Capital Management 86 2012 $2.8 billion 1:66 $1,000,000
Great Lakes Retirement 86 2017 $290.9 million 1:160 $50,000
Long Road Investment Counsel 86 2014 $179.8 million 1:34 $1,000,000
Klaas Financial Asset Advisors 86 2014 $312.6 million 1:119 $100,000
PKS Investment Advisors 86 2015 $145.2 million 1:51 $400,000
Clear Rock Advisors 86 2016 $233.2 million 1:58 $0
Sierra Nevada Wealth Management 86 2012 $95.4 million 1:433 $500,000