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
Rose Capital Advisors 86 2014 $273.1 million 1:43 $0
Financial Perspectives 86 2015 $665.4 million 1:53 $0
Wealth Watch Advisors 86 2015 $225.6 million 1:485 $0
Macroclimate 86 2015 $103.6 million 1:11 $200,000
Cedar Wealth Management 86 2016 $221.7 million 1:28 $0
Bonner & Smith 86 2015 $156.1 million 1:112 $1,000,000
Moneco Advisors 86 2014 $338.8 million 1:104 $10,000
Meridian Wealth Management 86 2012 $262.1 million 1:85 $100,000
Eugenias Advisory Group 86 2016 $123.5 million 1:41 $500,000
Clintsman Financial Planning 86 2014 $302.8 million 1:29 $500,000
Kalos Management 86 2006 $258.0 million 1:12 $50,000
American Independent Securities Group 86 2008 $213.4 million 1:41 $5,000
Vintage West Capital Management 86 2014 $296.3 million 1:30 $0
Breakwater Investment Management 86 2014 $147.1 million 1:64 $0
WIN Team Advisory Services 86 2008 $116.7 million 1:47 $50,000
Moody, Lynn & Lieberson 86 2016 $1.1 billion 1:60 $0
The Prosperity Consulting Group 86 2015 $239.7 million 1:48 $0
Columbia River Advisors 86 2010 $325.5 million 1:102 $250,000
Financial Sense Wealth Management 86 1985 $452.8 million 1:99 $0
Bazis & Young Investment Group 86 2016 $127.7 million 1:91 $1,000,000
River Glen Wealth Counselors 86 2015 $158.0 million 1:38 $500,000
Robert Gordon & Associates 86 2016 $157.7 million 1:213 $50,000
Ohanesian / Lecours 86 1999 $495.6 million 1:54 $0
Planning Solutions Group 86 2010 $1.0 billion 1:68 $50,000
South Shore Capital Advisors 86 2015 $169.8 million 1:20 $250,000
Horan Capital Advisors 86 2013 $353.0 million 1:59 $500,000
Secrest Blakey & Associates 86 2014 $226.6 million 1:83 $0
Agentrisk 86 2016 $2.2 million 1:7 $50,000
Spivak Asset Management 86 2015 $192.8 million 1:65 $1,000,000
Woodside Wealth Management 86 2016 $121.8 million 1:46 $500,000
Capital Bank and Trust Company 86 2014 $33.7 billion 1:98 $5,000,000
Grey Owl Capital Management 86 2009 $58.4 million 1:20 $250,000
Tweddell Goldberg Investment Management 86 2015 $98.2 million 1:30 $0
Clarity Financial Planners 86 2015 $24.4 million 1:212 $150,000
Investment Planning Associates 86 2016 $155.0 million 1:75 $250,000
Womack Wealth Management 86 2016 $151.0 million 1:27 $250,000
Costello Asset Management 86 2015 $130.2 million 1:92 $100,000
Salvus Wealth Management 85 2019 $113.4 million 1:26
Signify Wealth 85 2019 $107.4 million 1:93
Wealth Quarterback 85 2019 $138.5 million 1:202
Planning Capital Management Corp 85 2019 $115.3 million 1:48
Verdant 85 2019 $111.9 million 1:31
Wisdom Index Advisors 85 2019 $116.2 million 1:87
Treiberg Wealth Management 85 2019 $104.7 million 1:54
Great OAK Capital Partners 85 2019 $109.5 million 1:78
Truenorth Wealth Advisors 85 2019 $112.2 million 1:35
Wells Financial Advisors 85 2019 $135.4 million 1:63
Bluekey Wealth Advisors 85 2019 $106.3 million 1:38
Drake & Associates 85 2019 $102.0 million 1:326
Claris Financial 85 2019 $105.4 million 1:146
Yoder Wealth Management 85 2019 $100.1 million 1:37
Tandem Wealth Advisors 85 2019 $118.0 million 1:50
Graham Capital Wealth Management 85 2019 $102.1 million 1:115 $40,000
Moss, Luse & Womble 85 2019 $100.1 million 1:32
Birks Financial Corp 85 2019 $103.2 million 1:39
Agate Pass Investment 85 2019 $127.5 million 1:23
TLW Wealth Management 85 2019 $105.8 million 1:18 $50,000
Clear Haven Capital Management 85 2019 $68.0 million 1:16 $0
Layline Advisors 85 2019 $31.7 million 1:28 $0
Dentist Advisors 85 2019 $159.3 million 1:43 $0
Strategic Retirement Advisors 85 2019 $118.5 million 1:632 $0
Moirai Wealth Management 85 2019 $110.7 million 1:29 $1,000,000
Greenhouse Wealth Management 85 2019 $125.7 million 1:51 $0
Howard Bailey Securities 85 2019 $117.0 million 1:170 $0
Grove 85 2019 $4.0 million 1:3 $0
Aventine Financial Group 85 2018 $26.1 million 1:24 $0
Highclere Capital 85 2018 $32.7 million 1:16 $0
Matune Basile Advisors 85 2018 $112.0 million 1:77 $263,157
Mccartney Wealth Management 85 2018 $97.1 million 1:53 $750,000
Aspen Wealth Management 85 2018 $107.3 million 1:52 $0
Garrison Murphy Wealth Management 85 2018 $48.0 million 1:6 $0
Evati Advisory 85 2017 $76,612.00 1:32 $0
ACT TWO Investors 85 2018 $183.7 million Unknown $5,000
Pleasant Street Wealth Advisors 85 2018 $13.2 million 1:32 $0
Ignite Planners 85 2017 $130.6 million 1:137 $0
The Hajdari Group 85 2017 $39.0 million 1:70 $0
Aspire Wealth Architects 85 2018 $164.7 million 1:27 $0
Cordis Financial 85 2018 $98.7 million 1:56 $0
Miramar Capital 85 2017 $205.8 million 1:99 $1,000,000
Financial Partners Group 85 2017 $297.0 million 1:117 $250,000
Arch Global Advisors 85 2018 $39.2 million 1:44 $0
Stephens Group Asset Management 85 2017 $613.6 million 1:55 $0
CIC Wealth 85 2017 $402.2 million 1:51 $500,000
Principle Wealth Partners 85 2017 $700.2 million 1:45 $500,000
Sprout Financial 85 2018 $27.3 million 1:337 $0
Brazos Capital 85 2017 $94.6 million 1:49 $1,000,000
Rock House Financial 85 2018 $114.9 million 1:82 $0
Canopy 360 Wealth 85 2018 $106.9 million 1:73 $0
Resolute Wealth Advisor 85 2017 $121.5 million 1:82 $500,000
Jack Point Advisors 85 2017 $95.0 million 1:12 $0
Ascend Financial Consultants 85 2017 $97.2 million 1:168 $10,000
Horst & Graben Wealth Management 85 2018 $313.5 million 1:259 $25,000
BAY Rivers Group Wealth Partners 85 2017 $118.6 million 1:88 $0
Westfield Financial Planning 85 2017 $105.2 million 1:37 $250,000
Uncommon Cents Investing 85 2017 $165.1 million 1:167 $0
Choice Wealth Advisors 85 2018 $116.2 million 1:98 $250,000
Little House Capital 85 2017 $210.9 million 1:33 $0
KDT Advisors 85 2017 $30.1 million 1:10 $0
Private Wealth Solutions 85 2017 $148.0 million 1:155 $0
Collaborative Financial Partners 85 2017 $128.0 million 1:101 $0