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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star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Parisi Gray Wealth Management 86 2016 $391.7 million 1:74 $0
Brickley Wealth Management 86 2017 $374.2 million 1:58 $0
Northstar Capital Management 86 2016 $149.3 million 1:24 $1,000,000
Alpine Private Capital 86 2017 $550.5 million 1:54 $3,000,000
Spotlight Asset Group 86 2017 $237.8 million 1:20 $500,000
Stordahl Capital Management 86 2017 $283.9 million 1:81 $0
Guardian Financial Partners 86 2017 $186.3 million 1:179 $0
Perennial Financial Services 86 2017 $262.9 million 1:49 $0
Sepio Capital 86 2017 $2.8 billion 1:8 $0
Millennium Advisory Services 86 2015 $237.8 million 1:74 $0
KFA Private Wealth Group 86 2015 $355.7 million 1:91 $0
Abound Wealth Management 86 2016 $229.3 million 1:52 $750,000
Coppertree 86 2015 $157.2 million 1:116 $0
Investor Advisory Group 86 2014 $111.1 million 1:41 $100,000
Fortiter Wealth Management 86 2014 $246.2 million 1:15 $0
Slatestone Wealth 86 2017 $518.1 million 1:29 $500,000
Davis & Seiley Wealth Management 86 2017 $145.6 million 1:88 $250,000
Caruso Mclean & Co 86 2005 $154.7 million 1:29 $50,000
Wallace Hart Capital Management 86 2017 $160.0 million 1:54 $0
Juncture Wealth Strategies 86 2017 $226.6 million 1:45 $0
Wealthsimple US 86 2016 $89.5 million 1:4957 $0
Sloan Advisory Group 86 2016 $32.4 million 1:58 $0
Sightline Wealth Advisors 86 2015 $153.3 million 1:117 $263,158
Beacon Capital Management 86 2015 $297.5 million 1:212 $100,000
Capital Generation Partners 86 2016 $2.2 billion 1:1 $20,000,000
FSM Capital Management 86 2007 $321.5 million 1:128 $1,000,000
White Oaks Wealth Advisors 86 2014 $396.4 million 1:89 $0
Arcataur Capital Management 86 2015 $161.0 million 1:25 $500,000
Barclay Breland Family Office 86 2013 $72.9 million 1:38 $0
Atlantis Asset Management 86 2012 $45.5 million Unknown $250,000
Alamo Advisors 86 2014 $3.0 billion 1:104 $5,000,000
Trademark Financial Management 86 2015 $130.2 million 1:183 $50,000
BCK Partners 86 2016 $100.6 million 1:52 $0
J. Derek Lewis & Associates 86 2006 $778.2 million 1:150 $100,000
Intrack Investment Management 86 2014 $158.3 million 1:102 $0
Monolith Advisors 86 2013 $55.7 million 1:98 $250,000
Collins Capital Management 86 2012 $74.3 million 1:19 $500,000
ETF Portfolio Partners 86 2015 $168.8 million 1:161 $250,000
Guardian Wealth Advisors 86 2015 $149.5 million 1:84 $250,000
Glassman Wealth Management 86 2013 $44.6 million 1:12 $0
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
John C. Foti, DBA Experient Portfolio Management 86 2010 $7.7 million 1:6 $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
Claraphi Advisory Network 86 2014 $594.9 million 1:82 $25,000
Bouvel Investment Partners 86 2014 $146.3 million 1:85 $50,000
Brown Robello Capital Management 86 2007 $202.8 million 1:27 $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
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
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
ACA/Prudent Investors Planning Corporation 86 1999 $162.9 million 1:838 $0
Dickinson Investment Advisors 86 2015 $191.9 million 1:153 $0
Vision2020 Wealth Management Corp 86 2010 $5.6 billion 1:343 $50,000
Clink Savings 86 2015 $2.1 million 1:49949 $4,800
I-Cthru 86 2014 $4.7 million 1:17 $10,000
Summit Financial Consultants 86 2015 $175.6 million 1:43 $50,000
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
Prudent Investors Network 86 2014 $132.7 million 1:125 $100,000
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
Novick & Company Financial Group 86 2009 $137.8 million 1:183 $0
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