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
Security First Financial 85 2014 $152.5 million 1:255 $0
Rosenzweig & Associates 85 2014 $151.1 million 1:82 $250,000
Redwood Financial Network 85 2014 $94.2 million 1:56 $250,000
Black Coral Financial Advisors 85 2012 $515.0 million 1:46 $500,000
The Fiduciary Group 85 2015 $898.2 million 1:63 $500,000
Stewart Wealth Management 85 2017 $150.6 million 1:99 $100,000
Jarvis Financial 85 2017 $114.0 million 1:78 $500,000
The Patriot Financial Group 85 2014 $306.3 million 1:52 $10,000
Crossgate Wealth Advisors 85 2014 $141.4 million 1:68 $100,000
Legend Advisory 85 1978 $1.9 billion 1:97 $25,000
Dupree Financial Group 85 2010 $206.7 million 1:239 $25,000
Oliver Luxxe Assets 85 2013 $424.9 million 1:260 $0
Benjamin Securities 85 1987 $38.0 million 1:29 $50,000
Bascomb Madison & James Capital Management 85 2012 $149.6 million 1:3 $250,000
New Potomac Partners 85 2014 $137.6 million 1:39 $0
Hearthstone | Private Wealth Management 85 2015 $215.5 million 1:29 $500,000
Fitzroy Investment Advisors 85 2015 $393.2 million 1:7 $15,000,000
Ibex Wealth Advisors 85 2014 $341.2 million 1:96 $250,000
Omnistar Financial Group 85 2016 $149.6 million 1:67 $100,000
Personal CFO Solutions 85 2012 $622.2 million 1:35 $0
Fielder Capital Group 85 2017 $147.8 million 1:15 $1,000,000
AZ Apice Capital Management 85 2015 $284.2 million 1:27 $100,000
Associated Investment Services 85 2010 $645.8 million 1:60 $50,000
Keyes, Stange & Wooten Wealth Management 85 2014 $174.9 million 1:64 $100,000
Newbury Capital Management 85 2017 $126.9 million 1:36 $100,000
Perspective Wealth Partners 85 2014 $223.1 million 1:65 $0
Econologics Financial Advisors 85 2014 $3.2 million 1:5 $0
Sandifer & Associates 85 2014 $132.9 million 1:67 $350,000
WealthStar Advisors 85 2014 $355.8 million 1:90 $0
Hamrick Investment Counsel 85 2014 $132.2 million 1:56 $500,000
Promus Asset Management 85 2015 $421.4 million 1:10 $1,000,000
Iquantifi 85 2014 $0.00 1:700 $0
Captain Advisors 85 2015 $232.3 million 1:21122 $0
Studness Research 85 2012 $43.0 million 1:15 $0
Abernathy Group II 85 2010 $64.5 million 1:28 $100,000
Cooper Lapman Financial 85 2014 $208.8 million 1:25 $1,000,000
California Capital Management 85 2012 $252.6 million 1:129 $500,000
Tuve Investment Management 85 2015 $97.9 million 1:893 $0
Davinci Financial Designs 85 2015 $294.1 million 1:32 $0
Blue Blaze Financial Advisors 85 2014 $173.8 million 1:20 $1,000,000
Fountainhead Capital Management 85 2014 $218.7 million 1:28 $0
Apogee Investment Management 85 2016 $95.6 million 1:118 $100,000
Blueline Advisors 85 2015 $175.1 million 1:31 $0
Keystone Wealth Advisors 85 2014 $35.9 million 1:113 $0
Resource Investment Architects 85 1999 $285.6 million 1:115 $0
Strategic Wealth Advisors 85 2009 $105.8 million 1:48 $0
Burton Enright Welch 85 2008 $675.3 million 1:89 $250,000
Barr Financial Services 85 2015 $127.7 million 1:109 $0
Armstrong Dixon 85 2015 $183.3 million 1:47 $0
Stringer Asset Management 85 2013 $108.3 million 1:74 $0
Beta Wealth Group 85 2012 $280.2 million 1:73 $0
Nikulski Financial 85 2017 $149.0 million 1:94 $0
Mirsky Financial Management Corp 85 2013 $233.2 million 1:278 $200,000
Mountain Hill Investment Partners 85 2015 $215.3 million 1:55 $250,000
Cosyntris Advisory Network 85 2012 $186.3 million 1:80 $250,000
Petso Financial Consultants 85 2015 $575.8 million 1:310 $25,000
Lawrence Wealth Management 85 2016 $32.0 million 1:42 $500,000
Riverglades Family Offices 85 2014 $190.8 million 1:59 $0
Sentinus 85 2012 $355.5 million 1:30 $100,000
Tanglewood Legacy Advisors 85 2016 $207.2 million 1:18 $0
Keeler & Nadler Financial Planning and Wealth Management 85 2014 $180.7 million 1:48 $0
Alliant Wealth Advisors 85 2017 $162.4 million 1:45 $1,600,000
Trinity Legacy Partners 85 2017 $169.8 million 1:39 $0
Jarred Bunch Consulting 85 2016 $327.2 million 1:47 $0
SGL Investment Advisors 85 2014 $146.2 million 1:27 $250,000
QPLUM 85 2016 $76.8 million 1:146 $10,000
Chequers Financial Management 85 2016 $273.8 million 1:14 $2,000,000
The Milestone Group 85 1996 $2.7 billion 1:149 $2,000,000
Hobart Private Capital 85 2016 $159.7 million 1:58 $250,000
Main Line Financial Advisors 85 2008 $10.5 million 1:36 $25,000
Marquette Asset Management 85 2016 $705.7 million 1:59 $0
Institutional Investment Advisors Corp 85 2013 $43.0 million 1:129 $35,000
Copper Harbor Investment Advisors 85 2015 $311.0 million 1:38 $500,000
Sterling Wealth Advisors 85 2015 $71.2 million 1:20 $0
Fieldstone Financial Management Group 85 2016 $234.7 million 1:31 $250,000
Kovitz Investment Group Partners 85 2015 $4.2 billion 1:48 $1,000,000
Rhame & Gorrell Wealth Management 85 2016 $329.7 million 1:63 $347,826
V3Limited 85 2013 $222.7 million 1:23 $500,000
The Stanich Group 85 2016 $33.3 million 1:43 $100,000
Madison Park Capital Advisors 85 2014 $139.6 million 1:62 $133,333
EKS Associates 85 2014 $163.1 million 1:13 $0
Cabana Asset Management 85 2016 $872.8 million 1:425 $0
Means Wealth Management 85 2015 $430.1 million 1:129 $100,000
Householder Group Estate & Retirement Specialists 85 2013 $670.2 million 1:38 $15,000
1ST Global Advisors 85 1992 $10.0 billion 1:33 $25,000
Siena Wealth Advisors 85 2016 $171.0 million 1:105 $1,000,000
YorkBridge Wealth Partners 85 2016 $757.0 million 1:63 $0
Security Capital Management 85 2006 $715.6 million 1:101 $250,000
Hurlow Wealth Management Group 85 2016 $268.9 million 1:116 $240,000
Selective Wealth Management 85 2016 $136.7 million 1:69 $10,000
Lear Investment Management 85 2017 $162.4 million 1:33 $500,000
Heritage Financial Advisors 85 2017 $113.3 million 1:104 $0
Confidential Management Advisors 85 2009 $210.8 million 1:31 $0
American Asset Management 85 2002 $198.7 million 1:113 $250,000
Hill Financial Group 85 2010 $320.0 million 1:82 $400,000
Mountain Capital Investment Advisors 85 2017 $226.5 million 1:80 $500,000
Hughes Financial Services 85 2015 $225.6 million 1:64 $0
Oldfather Financial Services 85 2014 $196.2 million 1:164 $100,000
Beacon Financial Advisory 85 2016 $336.4 million 1:40 $0
The Gensler Group 85 2015 $279.0 million 1:92 $500,000