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
FAC 86 2010 $235.0 million 1:85 $0
Gradient Capital Advisors 86 2014 $301.1 million 1:104 $0
Spectrum Strategic Capital Management 86 2006 $154.5 million 1:34 $50,000
Pennington Financial Group 86 2014 $187.5 million 1:102 $50,000
WiseBanyan 86 2014 $178.7 million 1:7887 $0
Banker Investment Group 86 2014 $158.6 million 1:88 $0
River Wealth Advisors 86 2014 $491.5 million 1:112 $500,000
Goldstone Financial Group 86 2015 $94.0 million 1:234 $50,000
ARQ Wealth Advisors 86 2016 $213.4 million 1:51 $125,000
Trust Advisory Group 86 1994 $312.1 million 1:455 $0
Wallace Advisory Group 86 2015 $142.8 million 1:57 $0
Santori & Peters 86 2017 $289.5 million 1:77 $0
Lake Tahoe Wealth Management 86 2016 $130.3 million 1:53 $150,000
Vantage Wealth Management 86 2010 $291.9 million 1:59 $1,000,000
Breeds Hill Capital 86 2014 $778.4 million 1:13 $100,000
Freedom Advisory 86 2017 $209.1 million 1:63 $100,000
Simple Financial Solutions 86 2016 $160.6 million 1:47 $0
Portfolio123 Advisor 86 2016 $1.0 million 1:1 $5,000
Steel Peak Wealth Management 86 2012 $684.0 million 1:87 $0
WealthSource Partners 86 2016 $730.3 million 1:45 $100,000
Artemis Financial Advisors 86 2017 $126.9 million 1:12 $1,000,000
Genesee Capital Advisors 86 2013 $151.9 million 1:188 $250,000
Walden Wealth Partners 86 2016 $167.5 million 1:46 $1,000,000
Founders Financial Alliance 86 2016 $250.3 million 1:28 $25,000
Everest Wealth Management 86 2015 $106.1 million 1:68 $1,000,000
Ellevest 86 2015 $283.4 million 1:1631 $0
Concentus Wealth Advisors 86 2014 $477.7 million 1:40 $714,285
Intellectus Partners 86 2015 $661.8 million 1:31 $5,000,000
Holistic Financial Partners 86 2014 $201.8 million 1:198 $0
Integrity Financial Corporation 86 2016 $224.3 million 1:78 $0
Professional Financial 86 2016 $147.4 million 1:32 $666,667
Equity Investment Corp 86 2016 $2.2 billion 1:327 $0
ShariaPortfolio 86 2014 $68.7 million 1:175 $100,000
Clear Perspectives Financial Planning 86 2016 $173.9 million 1:28 $250,000
Atwater Malick 86 2016 $215.5 million 1:93 $500,000
Wellington Shields Capital Management 86 2010 $899.7 million 1:61 $0
Alpha Financial Advisors 86 2017 $135.4 million 1:52 $500,000
TIM Looney Investments 86 2012 $221.2 million 1:110 $0
Stash Investments 86 2015 $733.5 million 1:471781 $5
McCollum Christoferson Group 86 2015 $291.7 million 1:463 $0
Allegheny Financial Group 86 1977 $2.4 billion 1:86 $0
Blue Water Asset Management 86 2015 $196.9 million 1:82 $0
Ballast 86 2014 $225.4 million 1:62 $0
Wealth Management Advisors 86 2014 $320.8 million 1:67 $250,000
Stewardship Advisors 86 2016 $180.4 million 1:57 $25,000
Guardsman Private Capital Management 86 2015 $126.5 million 1:16 $0
Bearing Point Wealth Partners 86 2016 $208.6 million 1:169 $200,000
Safeguard Investment Advisory Group 86 2017 $202.7 million 1:172 $100,000
RRBB Asset Management 86 2015 $170.0 million 1:84 $0
Wealth Management Advisors 86 2014 $265.2 million 1:59 $1,000,000
Invest Forward 86 2015 $2.1 million 1:865 $50
Fapa Financial Services 86 2015 $3.0 million 1:5 $250,000
Cannon Capital Management 86 2016 $129.3 million 1:50 $200,000
Bogart Wealth 86 2016 $748.1 million 1:124 $1,000,000
Acumen Wealth Advisors 86 2016 $184.5 million 1:34 $500,000
Apex Advisers 86 2013 $58.1 million 1:51 $500,000
The Financial Coach Group 86 2015 $174.4 million 1:44 $500,000
Boston Private Wealth 86 2014 $6.8 billion 1:48 $1,000,000
Lineweaver Wealth Advisors 86 2014 $306.3 million 1:457 $0
Legacy Bridge 86 2016 $163.5 million 1:14 $20,000,000
Alchemy Advisors 86 2015 $291.3 million 1:166 $100,000
Virtue Capital Management 86 2014 $465.2 million 1:268 $1,000
Aries Wealth Management 86 2015 $170.0 million 1:25 $0
Central Family Advisors 86 2016 $228.6 million 1:4 $0
MFA Wealth 86 2014 $212.8 million 1:73 $0
Skyline Advisors 86 2015 $160.5 million 1:71 $100,000
Nicolet Advisory Services 86 2016 $695.4 million 1:148 $5,000
Dvdendo 86 2016 $969,761.00 1:40476 $0
St. Johns Investment Management Company 86 2014 $201.8 million 1:45 $0
Noyes Advisors 86 2015 $2.4 billion 1:70 $50,000
Clarus Wealth Advisors 86 2017 $179.2 million 1:50 $50,000
Blue Spark Capital Advisors 86 2015 $116.2 million 1:44 $320,000
Foster Victor Wealth Advisors 86 2016 $327.8 million 1:136 $0
Dream Capital Advisors 86 2014 $278.3 million 1:71 $5,000,000
Chamberlain Financial Planning & Wealth Management 86 2015 $243.8 million 1:40 $120,000
JLFranklin Wealth Planning 86 2017 $111.2 million 1:20 $1,500,000
Henry James International Management 86 2014 $556.8 million 1:95 $50,000
The Wealth Consulting Group 86 2014 $1.4 billion 1:60 $15,000
WealthPro 86 2004 $32.7 million 1:130 $250,000
Symfonie Capital / Symfonie Investment Advisors 86 2013 $1.5 million 1:55 $100,000
MyLaunch 86 2016 $398,792.00 1:3 $500
Adam Financial Associates 86 2015 $160.8 million 1:99 $200,000
First Command Advisory Services 86 2005 $13.0 billion 1:112 $50,000
Investment Management Corporation 86 2016 $114.6 million 1:105 $100,000
Clayton Financial Group 86 2015 $728.1 million 1:75 $0
RSM US Wealth Management 86 2011 $5.8 billion 1:40 $0
Investors Financial Group 86 2010 $725.3 million 1:68 $1,000,000
Harch Capital Management 86 2006 $33.9 million 1:5 $0
Fiduciary Management Group 86 2013 $39.4 million 1:50 $0
The O'Donnell Group 86 2016 $223.0 million 1:106 $1,000,000
Brightplan 86 2016 $2.5 million 1:30 $0
Detterbeck Wealth Management 86 2017 $160.2 million 1:65 $500,000
Oxford Financial Partners 86 2016 $186.5 million 1:108 $5,000
Hudson Heritage Capital Management 86 2008 $82.3 million 1:16 $50,000
Winthrop Partners 86 2015 $107.0 million 1:52 $0
Lee Investment Management 86 2016 $40.9 million 1:118 $250,000
Cornerstone Wealth Advisors 86 2016 $128.0 million 1:54 $500,000
Michael A. Dubis Financial Planning 86 2016 $138.4 million 1:48 $1,333,333
Westside Investment Management 86 2010 $439.2 million 1:75 $0
Freedom Wealth Alliance 86 2014 $226.9 million 1:76 $25,000