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
Ironwood Investment Counsel star 96 2001 $947.6 million 1:72 $0
WrapManager star 96 2000 $318.3 million 1:50 $500,000
R.H. Bluestein & Co. star 96 1990 $2.9 billion 1:122 $2,500,000
Northwest Financial Services star 96 1992 $296.1 million 1:46 $333,333
A. N. Culbertson & Company star 96 1993 $391.9 million 1:34 $1,000,000
John E. Sestina and Company star 96 1993 $668.8 million 1:86 $0
WJ Interests star 96 2003 $299.0 million 1:46 $500,000
Bedell Frazier Investment Counselling star 96 2000 $452.5 million 1:72 $500,000
Hatton Consulting star 96 2001 $325.6 million 1:97 $0
Barnett & Co star 96 1984 $264.1 million 1:53 $500,000
Liberty Capital Management star 96 1992 $303.0 million 1:49 $250,000
Madison Wealth Management star 96 2001 $791.9 million 1:39 $500,000
The Capital Management Corporation star 96 1977 $494.1 million 1:43 $0
Neumann Capital Management star 96 1992 $329.2 million 1:139 $1,000,000
Arlington Partners star 96 2000 $1.4 billion 1:10 $10,000,000
Windsor Advisory Group star 96 2002 $1.2 billion 1:60 $0
Lowell Blake & Associates star 96 1974 $516.5 million 1:57 $0
Symons Capital Management star 96 1983 $267.0 million 1:26 $300,000
Janiczek & Company star 96 1990 $564.4 million 1:58 $1,500,000
Richard P. Slaughter Associates star 96 1998 $507.4 million 1:33 $500,000
True North Advisors star 96 2006 $1.4 billion 1:51 $1,000,000
Verus Financial Partners star 96 1992 $656.1 million 1:71 $500,000
Matter Family Office star 96 1990 $2.4 billion 1:24 $5,000,000
Birinyi Associates star 96 1990 $306.6 million 1:18 $1,000,000
Sonora Investment Management star 96 1988 $782.5 million 1:141 $500,000
Donaldson Capital Management star 96 1995 $1.6 billion 1:72 $500,000
Asset Advisory Group star 96 1997 $295.2 million 1:85 $250,000
Tanglewood Total Wealth Management star 96 1991 $879.4 million 1:58 $2,000,000
Exchange Capital Management star 96 1990 $509.6 million 1:54 $500,000
Wellspring Financial Advisors star 96 2007 $1.4 billion 1:24 $0
Veris Wealth Partners star 96 2007 $1.1 billion 1:61 $2,000,000
The Mather Group star 96 2011 $4.1 billion 1:42 $1,000,000
Mastrapasqua Asset Management star 96 1993 $563.0 million 1:107 $100,000
O'Brien Wealth Partners star 96 1987 $570.9 million 1:65 $1,000,000
Wingate Wealth Advisors star 96 1987 $843.0 million 1:48 $0
Lassus Wherley star 96 1986 $509.8 million 1:35 $1,111,111
Cardinal Capital Management star 96 1992 $415.6 million 1:76 $0
Wealth Dimensions Group star 96 1990 $430.0 million 1:65 $500,000
Kays Financial Advisory Corp star 96 1985 $495.1 million 1:85 $500,000
Hopwood Financial Services star 96 2003 $316.5 million 1:53 $500,000
PDS Planning star 96 1988 $572.2 million 1:89 $500,000
CJM Wealth Advisers star 96 1979 $718.6 million 1:126 $0
Hengehold Capital Management star 96 1990 $590.1 million 1:91 $0
TD Capital Management star 96 1996 $597.1 million 1:41 $0
Jay A. Fishman star 96 1970 $515.7 million 1:127 $1,000,000
Meristem Family Wealth star 96 2000 $3.2 billion 1:39 $3,000,000
Brouwer & Janachowski star 96 2008 $1.8 billion 1:92 $1,000,000
The Planning Center star 96 2002 $708.7 million 1:90 $0
ProNvest star 96 2002 $927.2 million 1:8094 $0
Frisch Financial Group star 96 2003 $409.1 million 1:92 $500,000
Galecki Financial Management star 96 1994 $434.8 million 1:50 $500,000
Certified Advisory Corp star 96 2002 $1.2 billion 1:106 $100,000
Monterey Private Wealth star 96 2002 $516.0 million 1:56 $1,000,000
Godsey & Gibb Wealth Management star 96 1985 $821.8 million 1:76 $500,000
Diversified Portfolios star 96 1999 $841.9 million 1:93 $1,000,000
Weatherly Asset Management star 96 1995 $833.5 million 1:47 $1,000,000
Condor Capital Wealth Management star 96 1988 $960.7 million 1:81 $250,000
Taylor, Cottrill, Erickson and Associates star 96 1992 $845.5 million 1:41 $500,000
Hendley & Co star 96 1977 $274.6 million 1:96 $100,000
Tobias Financial Advisors star 96 1989 $330.3 million 1:41 $1,000,000
Main Street Research star 96 2000 $1.0 billion 1:99 $1,000,000
Middleton & Company star 96 1984 $801.1 million 1:57 $1,000,000
R.M. Davis star 96 1978 $3.9 billion 1:102 $300,000
Hart Capital Management star 96 2001 $363.6 million 1:40 $250,000
The Arkansas Financial Group star 96 1985 $467.1 million 1:75 $66,667
Sontag Advisory star 96 1995 $5.0 billion 1:240 $0
Churchill Management Group star 96 1967 $5.5 billion 1:163 $500,000
Smithbridge Asset Management star 96 1997 $258.9 million 1:64 $500,000
McRae Capital Management star 96 1981 $389.4 million 1:62 $0
Capital Advantage star 96 1998 $705.9 million 1:65 $500,000
Next Capital Management star 96 1999 $942.5 million 1:247 $0
Yale Capital Corp star 96 2005 $1.7 billion 1:27 $10,000,000
Grant Street Asset Management star 96 1993 $448.5 million 1:74 $500,000
Grimes & Company star 96 2000 $2.4 billion 1:108 $500,000
Merit Financial Advisors star 96 2007 $1.5 billion 1:67 $0
Billeaud Capital Management star 96 1998 $401.1 million 1:88 $250,000
Marietta Investment Partners star 96 2000 $391.6 million 1:24 $1,000,000
Cabot Wealth Management star 96 1983 $620.6 million 1:162 $500,000
Shine Investment Advisory Services star 96 1995 $593.6 million 1:54 $1,000,000
SK Wealth Management star 96 1999 $259.8 million 1:53 $500,000
Empyrion Wealth Management star 96 1990 $188.4 million 1:86 $1,500,000
Baker Street Advisors star 96 2003 $8.2 billion 1:38 $5,000,000
Wolf Group Capital Advisors star 96 2002 $290.4 million 1:78 $500,000
Houlihan Financial Resource Group star 96 2002 $250.7 million 1:57 $0
Azimuth Capital Management star 96 2004 $2.1 billion 1:47 $1,000,000
Quantitative Advantage star 96 2000 $408.9 million 1:111 $50,000
Plante Moran Financial Advisors star 96 1993 $14.3 billion 1:25 $777,778
Resources Management Corp star 96 1984 $700.0 million 1:61 $500,000
Bruni J V & Co star 96 1992 $560.3 million 1:225 $300,000
Colorado Financial Management star 96 1999 $1.6 billion 1:83 $0
Evanston Advisors star 96 1993 $504.7 million 1:27 $454,545
Sanderson Wealth Management star 96 2002 $666.7 million 1:245 $500,000
Lexington Wealth Management star 95 2005 $929.2 million 1:31 $333,333
Noesis Capital Management Corp star 95 1995 $495.6 million 1:44 $500,000
Aull & Monroe star 95 1990 $279.5 million 1:54 $100,000
Disciplined Investments star 95 2010 $348.7 million 1:45 $0
Howe and Rusling star 95 1941 $1.2 billion 1:831 $500,000
Charter Capital Management star 95 1981 $195.0 million 1:57 $0
Bailard star 95 1972 $4.0 billion 1:23 $2,000,000
Tirschwell & Loewy star 95 1977 $802.7 million 1:118 $0