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
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
Aft, Forsyth and Company 87 2005 $142.6 million 1:38 $2,000,000
Reed & Ball 87 2013 $151.1 million 1:92 $1,000,000
Sunbridge Management 87 2006 $70.0 million 1:360 $0
Pillar Financial Advisors 87 2015 $154.8 million 1:73 $600,000
Seacrest Investment Management 87 2010 $144.5 million 1:19 $0
Reagan Companies Asset Management 87 2013 $435.6 million 1:164 $100,000
TCFG Investment Advisors 87 2013 $444.3 million 1:240 $0
First American National Investment Advisors 87 2012 $122.3 million 1:20 $0
TC Wealth Partners 87 2016 $402.0 million 1:52 $50,000
IUR Capital 87 2010 $4.1 million 1:22 $50,000
Walsh & Associates 87 2013 $291.0 million 1:153 $250,000
Capital Planning Advisors 87 2014 $572.0 million 1:60 $250,000
Syntal Capital Partners 87 2012 $592.7 million 1:19 $0
Sandy Cove Advisors 87 2016 $190.2 million 1:32 $1,000,000
Buckley Investment Group 87 2013 $116.3 million 1:43 $0
The Clarius Group 87 2015 $1.4 billion 1:34 $2,000,000
Amadeus Wealth Advisors 87 2014 $50.5 million 1:21 $2,000,000
Clearpath Capital Partners 87 2013 $302.3 million 1:18 $100,000
Pollock Financial Group Inc. 87 2015 $155.2 million 1:78 $0
Cardan Capital Partners 87 2014 $702.5 million 1:63 $0
EFS Advisors 87 2004 $1.2 billion 1:371 $0
GR Financial Group 87 2014 $426.0 million 1:212 $0
Team Financial Strategies 87 2013 $115.7 million 1:42 $500,000
Pacific Edge Advisors 87 2016 $342.2 million 1:10 $20,000,000
Waypoint Wealth Counsel 87 2017 $407.3 million 1:35 $1,000,000
New England Financial Planning Group 87 1982 $119.3 million 1:78 $500,000
Valor Advisors 87 2014 $1.8 billion 1:10 $10,000,000
Thrive Wealth Management 87 2016 $278.6 million 1:38 $250,000
Whitcomb & Hess 87 2013 $157.2 million 1:139 $10,000
Morling Financial Advisors 87 2015 $212.6 million 1:30 $0
Bates Financial Advisors 87 2011 $437.8 million 1:159 $100,000
Calvary Wealth 87 2014 $99.8 million 1:39 $800,000
Dean, Jacobson Financial Services 87 2012 $273.2 million 1:73 $0
Mallard Financial Partners 87 2013 $169.3 million 1:30 $400,000
Shakespeare Wealth Management 87 2015 $189.7 million 1:180 $500,000
C.J. Lawrence 87 2015 $385.6 million 1:37 $1,000,000
Goldman Lancaster 87 2013 $202.9 million 1:115 $0
TSA Management 87 1992 $588.3 million 1:955 $5,000
Arbor Capital Management 87 2000 $164.0 million 1:100 $0
Certitude Advisors 87 2014 $87.0 million 1:100 $0
Runde & Co. 87 2013 $154.0 million 1:32 $0
Numa 87 2012 $269.6 million 1:28 $1,000,000
Summit Investment Advisory Services 87 2017 $257.8 million 1:171 $0
Hochman Cole Investment Advisors 87 2006 $323.0 million 1:62 $500,000
Wise Planning 86 2019 $210.9 million 1:33
Aspire Planning Associates 86 2019 $126.9 million 1:61 $0
Socha Financial Group 86 2019 $230.6 million 1:177 $0
Justinvest 86 2019 $209.9 million 1:45 $100,000
Clare Market Investments 86 2019 $165.2 million 1:44 $0
Heritage Financial 86 2018 $102.1 million 1:44 $0
Caissa Wealth Strategies 86 2018 $118.5 million 1:46 $750,000
Briggs Advisory Group 86 2018 $270.8 million 1:54 $500,000
Belleair Asset Management 86 2017 $119.4 million 1:107 $500,000
Chicory Wealth 86 2017 $195.1 million 1:57 $0
My Legacy Advisors 86 2017 $238.5 million 1:92 $0
Titan Invest 86 2017 $25.2 million 1:1669 $1,000
Asio Capital 86 2018 $125.5 million 1:28 $0
Magnus Financial Group 86 2017 $1.2 billion 1:104 $0
Insight Wealth Strategies 86 2018 $469.4 million 1:64 $0
Keebeck Wealth Management 86 2018 $887.5 million 1:15 $250,000
Sargent Investment Group 86 2018 $752.4 million 1:39 $0
Canton Hathaway 86 2018 $241.3 million 1:20 $1,000,000
Filbrandt Wealth Management 86 2018 $795.9 million 1:24 $1,000,000
Longview Financial Advisors 86 2018 $221.7 million 1:119 $2,000,000
Financial Strategies Group 86 2017 $207.4 million 1:126 $0
JGP Wealth Management 86 2018 $462.7 million 1:59 $0
Atlas Wealth Advisors 86 2017 $282.8 million 1:74 $0
Moneylion 86 2017 $32.4 million 1:107141 $0
Auctus Advisors 86 2017 $131.8 million 1:58 $1,000,000
Epiq Capital Group 86 2018 $1.6 billion 1:11 $50,000,000
Ellsworth Advisors 86 2018 $520.4 million 1:43 $0
SGH Wealth Management 86 2018 $141.9 million 1:100 $100,000
Early Mcclintic & Mcmillan 86 2017 $337.1 million 1:107 $250,000
Callahan Financial Planning Company 86 2017 $122.8 million 1:41 $500,000
Artifex Financial Group 86 2018 $121.7 million 1:57 $0
Catalyst Financial NW Corporation 86 2018 $108.1 million 1:492 $0
Jurika, Mills & Keifer 86 2018 $110.4 million 1:29 $2,000,000
Genex Consulting 86 2018 $292.0 million 1:55 $5,000
FI3 Financial Advisors 86 2018 $229.1 million 1:19 $2,666,666
Cascades Capital Asset Management 86 2018 $115.5 million 1:98 $0
Invariant Investment Management 86 2017 $136.0 million 1:70 $0
Benedetti, Gucer & Associates 86 2017 $168.8 million 1:83 $100,000
Kingdom Financial Group 86 2018 $107.1 million 1:188 $25,000
Core Wealth Management 86 2018 $126.1 million 1:83 $240,000
Banyan Capital Management 86 2018 $106.1 million 1:29 $1,000,000
Activest Wealth Management 86 2018 $178.3 million 1:50 $0
WT Wealth Management 86 2018 $138.6 million 1:53 $0
Sweeney & Michel 86 2018 $306.9 million 1:270 $100,000
Tranquility Partners 86 2018 $176.3 million 1:18 $1,000,000
Chesapeake Financial Advisors 86 2017 $140.9 million 1:93 $200,000
Clearview Wealth Management 86 2018 $96.8 million 1:37 $250,000
Rational Investment Management 86 2018 $178.7 million 1:33 $500,000
Fure Financial Corporation 86 2017 $200.9 million 1:90 $100,000