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
Whitney & Company star 96 2001 $486.1 million 1:73 $500,000
Grand Jean Capital Management star 96 1990 $302.8 million 1:166 $500,000
BTR Capital Management star 96 1989 $760.0 million 1:43 $0
Novare Capital Management star 96 2003 $979.0 million 1:39 $500,000
Peregrine Asset Advisers star 96 2001 $323.9 million 1:86 $100,000
Woodley Farra star 96 1995 $947.7 million 1:128 $250,000
Optimum Investment Advisors star 96 1989 $373.0 million 1:29 $500,000
Birch Hill Investment Advisors star 96 2007 $1.6 billion 1:25 $2,000,000
Forte Capital star 96 1998 $797.8 million 1:255 $500,000
Rockbridge Investment Management star 96 2001 $708.4 million 1:101 $3,125
Palouse Capital Management star 96 1994 $293.3 million 1:178 $100,000
Bitterroot Capital Advisors star 96 2000 $996.0 million 1:2 $0
Mitchell Capital Management Co star 96 1987 $519.4 million 1:28 $0
McCarthy Grittinger Financial Group star 96 1999 $255.8 million 1:36 $0
Bradley Foster & Sargent star 96 1994 $3.4 billion 1:352 $500,000
Founders Capital Management, LLC star 96 2002 $354.9 million 1:40 $100,000
Delta Financial Advisors star 96 2003 $408.2 million 1:86 $500,000
Rodgers & Associates star 96 2003 $862.6 million 1:97 $500,000
Professional Advisory Services star 96 1978 $798.8 million 1:57 $100,000
Kuhn Advisors star 96 1993 $332.0 million 1:52 $1,000,000
Alpha Capital Management star 96 2002 $543.2 million 1:83 $100,000
KMH Wealth Management star 96 1998 $420.2 million 1:60 $187,500
Coyle Financial Counsel star 96 1982 $586.6 million 1:44 $0
WFA Wealth Managers star 96 1982 $272.7 million 1:66 $1,000,000
PJS Investment Management star 96 1982 $509.0 million 1:82 $500,000
Roehl & Yi Investment Advisors star 96 1999 $367.1 million 1:61 $2,000,000
PartnersInWealth star 96 2000 $391.1 million 1:34 $1,000,000
Sherrill & Hutchins Financial Advisory star 96 1984 $392.2 million 1:73 $750,000
Howland Capital Management star 96 1972 $1.9 billion 1:127 $0
Tom Johnson Investment Management star 96 1992 $1.2 billion 1:468 $0
Massey, Quick & Co. star 96 2004 $3.0 billion 1:16 $500,000
Garrison Asset Management star 96 1988 $331.3 million 1:113 $300,000
Rand & Associates star 96 2011 $1.3 billion 1:73 $700,000
Asset Advisory Group star 96 1994 $254.4 million 1:70 $0
Versant Capital Management star 96 2004 $871.2 million 1:51 $0
Financial Consulate star 96 1983 $415.5 million 1:96 $0
Gibson Capital star 96 2009 $1.6 billion 1:37 $2,142,857
Maryland Capital Management star 96 2004 $1.0 billion 1:69 $500,000
International Research & Asset Management star 96 1987 $370.5 million 1:36 $1,000,000
Academy Capital Management star 96 1987 $528.8 million 1:258 $100,000
Andersen Tax star 96 2003 $1.9 billion 1:39 $0
ProffittGoodson star 96 1986 $429.1 million 1:41 $0
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 $356.8 million 1:82 $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
Lejeune Puetz Investment Counsel star 96 1997 $250.6 million 1:79 $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
Hallmark Capital Management star 96 1985 $1.5 billion 1:55 $500,000
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
Front Barnett Associates star 96 1994 $751.2 million 1:111 $1,000,000
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
Pinney & Scofield star 96 1985 $502.1 million 1:96 $1,000,000
The Mather Group star 96 2011 $4.1 billion 1:33 $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
McKinley Carter Wealth Services star 96 2005 $1.0 billion 1:45 $0
Alexander Randolph Advisory star 96 1991 $276.0 million 1:47 $500,000
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
RB Capital Management star 96 2003 $314.8 million 1:42 $1,000,000
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
Wilkins Investment Counsel star 96 1989 $565.8 million 1:32 $0
Frisch Financial Group star 96 2003 $409.1 million 1:92 $500,000
Patriot Investment Management Group star 96 1998 $863.1 million 1:99 $0