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
Invest Forward 86 2015 $2.1 million 1:865 $50
Fapa Financial Services 86 2015 $3.0 million 1:5 $250,000
Proventus 86 2013 $627.0 million 1:120 $1,000,000
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
Tembion Capital Management 86 2012 $90.1 million 1:52 $0
Lineweaver Wealth Advisors 86 2014 $306.3 million 1:457 $0
Legacy Bridge 86 2016 $163.5 million 1:14 $20,000,000
Collega Capital Management 86 2012 $50.6 million 1:6 $5,000,000
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
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 1:86 $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
Semita Asset Management 86 2015 $93.5 million 1:62 $500,000
WealthPro 86 2004 $32.7 million 1:130 $250,000
Advocacy Wealth Management 86 2013 $661.1 million 1:54 $50,000
Symfonie Capital / Symfonie Investment Advisors 86 2013 $1.5 million 1:55 $100,000
USAdvisors Wealth Management 86 2013 $177.2 million 1:62 $25,000
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 $5.7 billion 1:43 $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
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
Avalor Investment AG 86 2016 $1.5 billion 1:49 $1,000,000
Eugenias Advisory Group 86 2016 $123.5 million 1:41 $500,000
Clintsman Financial Planning 86 2014 $302.8 million 1:34 $500,000
Deerview Asset Management 86 2012 $65.5 million 1:10 $0
MBI 86 2017 $189.0 million 1:16 $0
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
Gambit Securities 86 2015 $42.1 million 1:71 $250,000
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
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 $170.0 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
Clarity Financial Planners 86 2015 $24.4 million 1:212 $150,000
Investment Planning Associates 86 2016 $155.0 million 1:75 $250,000
Richardson GMP (USA) Limited 86 2013 $99.0 million Unknown $100,000
Costello Asset Management 86 2015 $130.2 million 1:92 $100,000
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
Adirondack Capital Advisors 85 2019 $111.3 million 1:174 $150,000
Gordian Advisors 85 2019 $100.5 million 1:29 $500,000
Moss, Luse & Womble 85 2019 $100.1 million 1:32
Birks Financial Corp 85 2019 $103.2 million 1:39