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
Engrave Wealth Partners 85 2017 $124.9 million 1:20 $0
Asset Advisors 85 2018 $781.3 million 1:204 $1,000,000
Centerpiece Wealth Advisor 85 2018 $22.0 million 1:5 $1,000,000
Vestia Personal Wealth Advisors 85 2017 $323.8 million 1:56 $0
Allred Capital Management 85 2018 $286.2 million 1:110 $0
Prato Capital Management 85 2017 $109.7 million 1:79 $0
Blackston Financial Advisory Group 85 2018 $115.1 million 1:153 $0
Wealthcare Investment Partners 85 2018 $143.4 million 1:111 $50,000
Cutter Financial Group 85 2017 $121.1 million 1:88 $0
Ocean View Advisory 85 2018 $54.0 million 1:52 $500,000
Avitas Wealth Management 85 2017 $642.0 million 1:16 $1,000,000
Collaboration Capital 85 2017 $150.1 million 1:11 $500,000
LGL Partners 85 2017 $1.8 billion 1:7 $0
CX Institutional 85 2018 $581.1 million 1:62 $0
Keudell Morrison Wealth Management 85 2018 $415.0 million 1:149 $500,000
Hamilton Wealth 85 2017 $153.5 million 1:119 $0
CWS Financial Advisors 85 2018 $882.5 million 1:296 $0
O'boyle Wealth Management 85 2018 $117.9 million 1:268 $0
Criterion Capital Advisors 85 2018 $304.3 million 1:119 $0
Westlake Wealth Management 85 2018 $16.0 million 1:69 $0
Marathon Wealth Management 85 2017 $90.1 million 1:140 $0
Milestones Private Investment Advisors 85 2017 $126.0 million 1:186 $0
CMC Financial Group 85 2018 $167.2 million 1:51 $0
Cross Border Wealth 85 2018 $40.2 million 1:40 $250,000
Breen Wealth Management 85 2018 $116.0 million 1:65 $1,000,000
One Day In July 85 2018 $161.3 million 1:60 $25,000
Irvine Wealth Planning Strategies 85 2018 $31.0 million 1:19 $0
Beacon Wealthcare 85 2018 $138.7 million 1:182 $0
Robasciotti & Philipson 85 2018 $125.0 million 1:35 $0
Forness Financial 85 2018 $107.0 million 1:75 $500,000
Hollingsworth Avent Averre & Purvis, PA 85 2018 $101.9 million 1:76 $250,000
Verisail Partners 85 2018 $125.2 million 1:78 $250,000
Squar Milner Financial Services 85 2017 $266.7 million 1:28 $0
Vesta Wealth Management 85 2018 $115.2 million 1:60 $3,000,000
United Financial Planning Group 85 2018 $80.2 million 1:74 $0
Green Wealth Management 85 2018 $103.8 million 1:33 $500,000
Campbell Financial Partners 85 2018 $107.1 million 1:55 $555,555
Olio Financial Planning 85 2017 $133.5 million 1:69 $0
Vawter Financial 85 2018 $120.0 million 1:34 $200,000
Falcon Wealth Planning 85 2018 $145.5 million 1:55 $0
Integrity Investment Advisors 85 2018 $133.2 million 1:51 $500,000
Addington Financial Group 85 2018 $108.7 million 1:65 $0
Total Wealth Planning and Management 85 2018 $117.2 million 1:61 $0
Portfolio Medics 85 2018 $119.8 million 1:65 $150,000
Family CFO Inc. 85 2018 $103.2 million 1:22 $1,500,000
MW Investment Strategy 85 2018 $46.8 million 1:61 $1,000,000
Keatley Wealth Management 85 2017 $152.9 million 1:26 $1,000,000
Cedar Valley Wealth Advisors 85 2018 $123.8 million 1:57 $600,000
Mallard Advisors 85 2018 $122.1 million 1:52 $266,666
Pacific Capital Associates 85 2018 $146.2 million 1:120 $100,000
Twin Lakes Capital 85 2018 $127.8 million 1:24 $100,000
Retirement Benchmark 85 2018 $9.8 million 1:2 $0
Birch Capital Management 85 2018 $117.0 million 1:29 $1,000,000
Falcon Capital Management 85 2018 $93.4 million 1:92 $100,000
True Wealth Design 85 2018 $127.0 million 1:46 $50,000
Pefin Advisors 85 2017 $38,651.00 1:23 $0
Dash Investments 85 2018 $149.5 million 1:56 $500,000
Atlanta Financial Associates 85 2018 $551.0 million 1:102 $0
Cloud Investments 85 2018 $123.0 million 1:129 $0
Adams Ashby Financial Advisors 85 2018 $90.6 million 1:29 $0
Newday 85 2018 $870,387.00 1:61 $100
Clear Creek Financial Management 85 2017 $257.4 million 1:103 $0
Burnett Financial Group 85 2018 $111.4 million 1:228 $0
Symphony Financial Planning 85 2018 $127.8 million 1:37 $250,000
Carsonallaria Wealth Management 85 2018 $196.7 million 1:95 $250,000
Verus Investment Advisory Group 85 2018 $111.5 million 1:115 $1,000,000
Strategent Financial 85 2018 $121.7 million 1:32 $800,000
Transition Financial Advisors Group 85 2018 $135.5 million 1:45 $1,000,000
Alpha Analytics Investment Group 85 2018 $123.3 million 1:23 $0
Fredric E. Russell Investment Management CO 85 2018 $97.2 million 1:49 $250,000
Purtill Financial 85 2017 $110.5 million 1:42 $0
Wealth Legacy Institute 85 2017 $113.1 million 1:57 $500,000
Schulz Wealth 85 2018 $111.4 million 1:49 $0
Financial Planning Services 85 2018 $112.9 million 1:112 $400,000
Cedarstone Advisors 85 2018 $124.8 million 1:84 $200,000
Vine Street Wealth Management 85 2017 $135.2 million 1:12 $5,000,000
Anson Analytics 85 2018 $131.7 million 1:29 $500,000
Capitol Private Wealth Group 85 2017 $144.5 million 1:68 $0
Lander & Associates 85 2017 $124.5 million 1:66 $0
PSI Capital Management 85 2018 $171.6 million 1:55 $100,000
Leap Wealth Management 85 2018 $118.2 million 1:87 $0
Financial Advisory Services 85 2018 $131.1 million 1:137 $100,000
Strategic Planning Group 85 2018 $158.0 million 1:164 $25,000
Merit Financial Partners 85 2017 $78.4 million 1:40 $0
Redrock Wealth Management 85 2017 $123.6 million 1:59 $0
3D Wealth Advisors 85 2017 $118.1 million 1:150 $500,000
Retirement Resources 85 2018 $112.1 million 1:115 $0
Geometric Wealth Advisors 85 2017 $158.5 million 1:24 $526,315
Cypress Financial Planning 85 2018 $113.5 million 1:52 $150,000
First Ascent Asset Management 85 2018 $152.1 million 1:164 $25,000
Transparent Wealth Consulting 85 2017 $35.3 million 1:130 $500,000
Centennial Wealth Advisory 85 2018 $130.3 million 1:96 $0
Pitzl Financial 85 2018 $142.4 million 1:98 $0
Tucker Financial Services 85 2018 $119.0 million 1:251 $0
Veripax Wealth Management 85 2018 $146.4 million 1:100 $500,000
Santa Fe Advisors 85 2018 $113.2 million 1:29 $1,000,000
Jazz Wealth Managers 85 2018 $20.3 million 1:1170 $0
Alpha Advisors 85 2018 $109.1 million 1:23 $0
Wise Wealth 85 2018 $151.6 million 1:128 $0
T2 Asset Management 85 2017 $192.3 million 1:53 $100,000