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
HFM Investment Advisors 85 2017 $339.3 million 1:224 $0
Coign Capital Advisors 85 2018 $140.2 million 1:32 $500,000
RHS Financial 85 2018 $100.2 million 1:40 $500,000
AMJ Financial Wealth Management 85 2018 $122.4 million 1:51 $250,000
Haymarket Wealth Management 85 2018 $309.1 million 1:28 $0
Altruistic Investing 85 2017 $2.3 million 1:20 $5,000
Allium Financial Advisors 85 2017 $205.1 million 1:29 $0
Nexus Capital 85 2017 $31.6 million 1:3 $0
Altus Wealth Group 85 2017 $190.0 million 1:127 $250,000
Alliance Wealth Advisors 85 2017 $157.6 million 1:111 $0
MEG Green & Associates 85 2016 $583.7 million 1:160 $2,500,000
Revolve Wealth Partners 85 2017 $307.0 million 1:66 $0
Penobscot Financial Advisors 85 2017 $156.8 million 1:104 $0
Divergent Wealth Advisors 85 2017 $320.2 million 1:109 $0
Tempus Wealth Planning 85 2016 $100.1 million 1:51 $0
Lionshead Wealth Management 85 2017 $79.6 million 1:74 $500,000
Haven Money 85 2017 $2.1 million 1:75 $0
Marathon Mission Wealth Management 85 2017 $57.8 million 1:175 $0
Smallwood Wealth Investment Management 85 2017 $111.5 million 1:170 $0
Charlesworth & Rugg 85 2016 $113.3 million 1:15 $1,000,000
Fisher & Wiens Wealth Management 85 2016 $138.9 million 1:265 $500,000
Weaver Consulting Group 85 2017 $363.3 million 1:210 $0
Round 85 2017 $1.3 million 1:216 $50
Kades & Cheifetz 85 2016 $288.4 million 1:124 $300,000
True Financial Group 85 2017 $121.0 million 1:226 $0
Divergent Planning 85 2018 $105.7 million 1:110 $500,000
Hesen & Haslam 85 2017 $133.0 million 1:83 $0
Cruden Bay Investment Management 85 2016 $552.4 million 1:33 $5,000,000
Cito Capital Group 85 2017 $190.7 million 1:3 $10,000,000
Vision Capital Partners 85 2015 $142.1 million 1:61 $0
Sitrin Capital Management 85 2016 $428.0 million 1:66 $0
Braun-Bostich & Associates 85 2017 $166.7 million 1:65 $0
Bell Wealth Management 85 2014 $185.4 million 1:73 $500,000
Rosen Capital Advisors 85 2016 $101.5 million 1:60 $500,000
Sustainable Wealth Management 85 2017 $143.0 million 1:79 $5,000
Bedrock Investment Advisors 85 2016 $20.6 million 1:32 $100,000
Cox Capital Management 85 2014 $159.0 million 1:47 $0
BCS Private Wealth Management 85 2015 $126.7 million 1:31 $0
Heritage Financial Counselors 85 2017 $106.4 million 1:64 $0
Kimery Wealth Management 85 2017 $178.3 million 1:36 $0
Capital Square 85 2016 $235.2 million 1:55 $0
Highlander Capital Management 85 1996 $193.9 million 1:42 $100,000
Spectra Investment Management 85 2017 $102.2 million 1:10 $5,000,000
Strategic International 85 2017 $4.3 million 1:7 $0
Maytech Global Investments 85 2017 $189.3 million 1:28 $250,000
Safir Wealth Advisors 85 2016 $97.2 million 1:42 $0
O'Keefe Stevens Advisory 85 2017 $160.9 million 1:183 $0
Lifeguide Financial Advisors 85 2016 $166.4 million 1:90 $50,000
Garner Financial Management 85 2014 $119.1 million 1:70 $500,000
Cirrus Wealth Management 85 2016 $186.7 million 1:41 $0
The Kinney Group 85 2013 $111.5 million 1:44 $1,000,000
Castle Asset Management 85 2006 $236.3 million 1:370 $100,000
Centerline Wealth Advisors 85 2012 $148.9 million 1:68 $0
Ironridge Wealth Management 85 2014 $93.6 million 1:45 $0
Walpole Financial Advisors 85 2014 $140.5 million 1:22 $250,000
MKT Advisors 85 2012 $276.6 million 1:113 $0
Sprott Asset Management USA 85 2006 $131.6 million 1:31 $100,000
Sicart Associates 85 2016 $456.4 million 1:97 $100,000
Merlin Asset Management 85 2016 $19.3 million 1:23 $100,000
Kailasa Capital Management 85 2017 $165.5 million 1:31 $0
Brenton Point Wealth Advisors 85 2017 $410.3 million 1:27 $0
Flagstone Financial Management 85 2016 $145.0 million 1:53 $0
Watts Capital Partners 85 2013 $105.9 million 1:36 $1,000,000
Kingsbridge Wealth Management 85 2012 $204.1 million 1:12 $5,000,000
Vermillion Wealth Management 85 2016 $155.2 million 1:385 $0
Lido Advisors 85 2015 $4.1 billion 1:67 $1,000,000
Integras Partners 85 2015 $162.1 million 1:64 $250,000
Schaffer & Company Asset Management 85 2015 $36.2 million 1:292 $0
Schneider Downs Wealth Management Advisors 85 2003 $1.4 billion 1:40 $1,000,000
Cathy Pareto and Associates 85 2017 $122.9 million 1:54 $500,000
Claraphi Advisory Network 85 2014 $594.9 million 1:82 $25,000
Washington Wealth Advisors 85 2017 $150.4 million 1:64 $0
G&O Financial Services 85 2015 $144.4 million 1:10 $0
AM Investment Strategies 85 2012 $353.5 million 1:172 $0
Physician Wealth Solutions 85 2017 $143.4 million 1:103 $0
Legacy Financial Strategies 85 2016 $271.3 million 1:62 $500,000
Abbondandolo Wealth Management Corp 85 2014 $63.8 million 1:50 $0
Trajan Wealth 85 2015 $291.8 million 1:97 $10,000
Kercheville Advisors 85 2015 $269.0 million 1:96 $250,000
Emerant Wealth 85 2016 $39.2 million 1:142 $250,000
L.M. Kohn & Company 85 1991 $1.1 billion 1:2062 $0
Meridian Wealth Advisors 85 2016 $367.6 million 1:30 $400,000
Entrust Financial 85 2017 $136.3 million 1:118 $500,000
Elser Financial Planning 85 2015 $334.1 million 1:36 $384,615
Trinity Financial Advisors 85 2015 $214.9 million 1:37 $555,556
JBR Co. Financial Management 85 2017 $139.0 million 1:104 $100,000
The H Group 85 1991 $531.8 million 1:99 $0
Oak Wealth Advisors 85 2017 $117.4 million 1:57 $555,556
McDonald & Hagen Wealth Management 85 2016 $290.2 million 1:55 $15,000
RK Asset Management 85 2014 $105.2 million 1:100 $100,000
Independence Financial Advisors 85 2015 $207.4 million 1:344 $0
Hutchinson & Ziegler Financial Advisors 85 2017 $129.9 million 1:30 $1,750,000
Old Peak Finance 85 2017 $204.5 million 1:28 $0
Fullen Financial Group 85 2017 $128.3 million 1:57 $37,037
Sivia Capital Partners 85 2014 $133.2 million 1:28 $250,000
Harborview Advisors 85 2014 $174.3 million 1:59 $0
Claro Advisors 85 2014 $339.7 million 1:47 $0
PFS Partners 85 2013 $268.4 million 1:44 $0
Dougherty & Associates Financial Advisors 85 2015 $202.0 million 1:220 $0
Auour Investments 85 2014 $195.6 million 1:61 $500,000