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
Petrovic Weaver Financial Services 86 2015 $121.6 million 1:51 $0
Mosaic Family Wealth 86 2014 $710.0 million 1:36 $1,000,000
Nardis Advisors 86 2015 $90.6 million 1:45 $800,000
Quiena 86 2016 $6.0 million 1:2500 $1
Principly 86 2015 $2.2 million 1:507 $0
Sycamore Financial Group 86 2004 $419.3 million 1:475 $0
Hillegas Advisory Services 86 2017 $108.6 million 1:33 $5,000,000
McAdam 86 2014 $406.9 million 1:21 $0
Highwater Wealth Management 86 2016 $181.1 million 1:51 $0
Professional Financial Solutions 86 2015 $140.1 million 1:43 $500,000
Finhabits Advisors 86 2015 $11.1 million 1:32708 $5
Cedar Mountain Advisors 86 2008 $500.5 million 1:95 $250,000
Davidson Wealth Management 86 2010 $106.2 million 1:68 $0
Wilde Capital Management 86 2015 $3.7 million 1:4 $0
Integral Financial Solutions 86 2015 $165.9 million 1:41 $1,500,000
Gencap Portfolio Management 86 2015 $161.0 million 1:15 $0
JT Stratford 86 2015 $288.4 million 1:74 $0
Isthmus Partners 86 2014 $588.8 million 1:51 $2,000,000
Brasada Capital Management 86 2013 $477.8 million 1:48 $1,000,000
Onyx Financial Advisors 86 2016 $165.0 million 1:43 $250,000
Alexander Investment Services Co. 86 1974 $327.9 million 1:615 $0
Candace Shira Associates 86 2013 $262.5 million 1:157 $176,470
Forthright Wealth Management 86 2015 $293.0 million 1:87 $200,000
Insight Private Advisors 86 2014 $255.6 million 1:186 $0
BCU Wealth Advisors 86 2015 $208.1 million 1:56 $50,000
Meridian Financial Partners 86 2016 $182.5 million 1:139 $250,000
Mid-Continent Capital 86 1997 $2.7 billion 1:109 $2,000,000
Cargile Investments 86 2005 $123.6 million 1:41 $75,000
Miller-Green Financial Services 86 2001 $50.2 million 1:17 $0
Essex Financial Advisors 86 2016 $151.4 million 1:171 $62,500
BMO Harris Financial Advisors 86 2005 $4.1 billion 1:88 $75,000
Marietta Wealth Management 86 2015 $527.0 million 1:69 $500,000
Spoor Behrins Campbell & Young Securities Corp 86 1995 $148.3 million 1:46 $600,000
Sagewood Asset Management 86 2015 $1.8 billion 1:142 $2,500,000
Riverpoint Capital Management 86 2012 $2.8 billion 1:66 $1,000,000
Great Lakes Retirement 86 2017 $290.9 million 1:160 $50,000
Sterling Capital Management 86 1997 $186.3 million 1:197 $100,000
Bergquist Wang 86 2013 $98.5 million 1:10 $0
Klaas Financial Asset Advisors 86 2014 $312.6 million 1:119 $100,000
JMC Asset Management 86 2013 $33.0 million 1:2 $0
Strategic Financial Management 86 2012 $154.5 million 1:23 $0
Wealth Design 86 2013 $217.1 million 1:106 $1,000,000
PKS Investment Advisors 86 2015 $145.2 million 1:51 $400,000
Sierra Nevada Wealth Management 86 2012 $95.4 million 1:433 $500,000
T. Anton Investment House 86 2017 $126.7 million 1:413 $0
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
Chronicle Advisors 86 2015 $117.3 million 1:2 $0
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
Lawrence Wealth Management 86 2016 $32.0 million 1:42 $500,000
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
GWM Advisors 86 2014 $2.5 billion 1:91 $100,000
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
Coffey Private Wealth Management 86 2012 $5.5 million 1:4 $1,000,000
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
Ashbay Capital 86 2013 $70.9 million 1:35 $1,000,000
Atwater Malick 86 2016 $215.5 million 1:93 $500,000
Wellington Shields Capital Management 86 2010 $899.7 million 1:61 $0
Stadden Forbes Wealth Management 86 2015 $10.0 million 1:10 $200,000
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
Bearing Point Wealth Partners 86 2016 $208.6 million 1:85 $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