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
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
Agate Pass Investment 85 2019 $127.5 million 1:23
TLW Wealth Management 85 2019 $105.8 million 1:18 $50,000
Clear Haven Capital Management 85 2019 $68.0 million 1:16 $0
Layline Advisors 85 2019 $31.7 million 1:28 $0
Strategic Retirement Advisors 85 2019 $118.5 million 1:632 $0
Moirai Wealth Management 85 2019 $110.7 million 1:29 $1,000,000
Greenhouse Wealth Management 85 2019 $125.7 million 1:51 $0
Howard Bailey Securities 85 2019 $117.0 million 1:170 $0
Grove 85 2019 $4.0 million 1:3 $0
Aventine Financial Group 85 2018 $26.1 million 1:12 $0
Highclere Capital 85 2018 $32.7 million 1:16 $0
Matune Basile Advisors 85 2018 $112.0 million 1:77 $263,157
Mccartney Wealth Management 85 2018 $97.1 million 1:53 $750,000
Aspen Wealth Management 85 2018 $107.3 million 1:52 $0
Garrison Murphy Wealth Management 85 2018 $48.0 million 1:6 $0
Evati Advisory 85 2017 $76,612.00 1:32 $0
ACT TWO Investors 85 2018 $183.7 million Unknown $5,000
Pleasant Street Wealth Advisors 85 2018 $13.2 million 1:32 $0
Ignite Planners 85 2017 $130.6 million 1:137 $0
The Hajdari Group 85 2017 $39.0 million 1:70 $0
Aspire Wealth Architects 85 2018 $164.7 million 1:27 $0
Cordis Financial 85 2018 $98.7 million 1:56 $0
Miramar Capital 85 2017 $205.8 million 1:99 $1,000,000
FSA Wealth Management 85 2017 $231.0 million 1:116 $0
Arch Global Advisors 85 2018 $39.2 million 1:44 $0
CIC Wealth 85 2017 $402.2 million 1:70 $500,000
Principle Wealth Partners 85 2017 $597.5 million 1:43 $500,000
Pierson Wealth Management 85 2018 $148.3 million 1:111 $0
Brazos Capital 85 2017 $94.6 million 1:49 $1,000,000
Morganrosel Wealth Management 85 2017 $186.1 million 1:117 $0
Rock House Financial 85 2018 $114.9 million 1:109 $0
Canopy 360 Wealth 85 2018 $106.9 million 1:73 $0
Resolute Wealth Advisor 85 2017 $121.5 million 1:82 $500,000
Ascend Financial Consultants 85 2017 $97.2 million 1:168 $10,000
Horst & Graben Wealth Management 85 2018 $313.5 million 1:259 $25,000
BAY Rivers Group Wealth Partners 85 2017 $108.7 million 1:88 $0
Westfield Financial Planning 85 2017 $105.2 million 1:109 $250,000
Uncommon Cents Investing 85 2017 $165.1 million 1:167 $0
Little House Capital 85 2017 $210.9 million 1:33 $0
Kelly Financial Services 85 2018 $272.5 million 1:220 $0
Vishria Bird Financial Group 85 2018 $233.0 million 1:126 $0
Collaborative Financial Partners 85 2017 $128.0 million 1:101 $0
Engrave Wealth Partners 85 2017 $124.9 million 1:20 $0
Asset Advisors 85 2018 $781.3 million 1:204 $1,000,000
Vestia Personal Wealth Advisors 85 2017 $306.3 million 1:69 $0
Allred Capital Management 85 2018 $286.2 million 1:110 $0
Prato Capital Management 85 2017 $109.7 million 1:79 $0
Blackston Financial Advisory Group 85 2018 $115.1 million 1:183 $0
Wealthcare Investment Partners 85 2018 $143.4 million 1:111 $50,000
Cutter Financial Group 85 2017 $121.1 million 1:88 $0
Lumina Wealth Management 85 2017 $122.0 million 1:45 $50,000
Future Financial Wealth Management Group 85 2018 $114.8 million 1:54 $0
Ocean View Advisory 85 2018 $54.0 million 1:52 $500,000
Modus Advisors 85 2018 $214.3 million 1:106 $0
Avitas Wealth Management 85 2017 $642.0 million 1:16 $1,000,000
Emerald Multi-Family Office 85 2017 $211.5 million 1:12 $10,000,000
Robertson Stephens Wealth Management 85 2017 $545.8 million 1:7 $0
Collaboration Capital 85 2017 $150.1 million 1:11 $500,000
CX Institutional 85 2018 $581.1 million 1:62 $0
Hamilton Wealth 85 2017 $153.5 million 1:119 $0
CWS Financial Advisors 85 2018 $882.5 million 1:296 $0
O'boyle Wealth Management 85 2018 $117.9 million 1:268 $0
Criterion Capital Advisors 85 2018 $304.3 million 1:119 $0
Marathon Wealth Management 85 2017 $90.1 million 1:140 $0
Milestones Private Investment Advisors 85 2017 $126.0 million 1:186 $0
Lifecycle Financial Planners 85 2017 $358.7 million 1:35 $0
CMC Financial Group 85 2018 $167.2 million 1:51 $0
Burgess Investment Management and Research 85 2018 $72.6 million 1:62 $0
Palo Alto Wealth Advisors 85 2018 $172.1 million 1:19 $888,888
Cross Border Wealth 85 2018 $40.2 million 1:40 $250,000
Breen Wealth Management 85 2018 $116.0 million 1:65 $1,000,000
Irvine Wealth Planning Strategies 85 2018 $31.0 million 1:19 $0
Beacon Wealthcare 85 2018 $138.7 million 1:182 $0
Robasciotti & Philipson 85 2018 $125.0 million 1:35 $0
Forness Financial 85 2018 $107.0 million 1:75 $500,000
Northstar Financial Planning 85 2018 $121.4 million 1:20 $500,000
Verisail Partners 85 2018 $125.2 million 1:78 $250,000
Vesta Wealth Management 85 2018 $115.2 million 1:60 $3,000,000
United Financial Planning Group 85 2018 $80.2 million 1:74 $0
Campbell Financial Partners 85 2018 $107.1 million 1:55 $555,555
SMS Capital Management 85 2018 $111.5 million 1:46 $500,000
Olio Financial Planning 85 2017 $133.5 million 1:69 $0
Vawter Financial 85 2018 $120.0 million 1:34 $200,000
Falcon Wealth Planning 85 2018 $145.5 million 1:55 $0
Addington Financial Group 85 2018 $108.7 million 1:65 $0
Total Wealth Planning and Management 85 2018 $117.2 million 1:61 $0
Single Point Partners 85 2018 $192.8 million 1:25 $0
Portfolio Medics 85 2018 $119.8 million 1:65 $150,000
Family CFO Inc. 85 2018 $103.2 million 1:22 $1,500,000
Keatley Wealth Management 85 2017 $152.9 million 1:26 $1,000,000
Cedar Valley Wealth Advisors 85 2018 $123.8 million 1:57 $600,000
Haverdink Financial Management 85 2018 $104.9 million 1:139 $100,000
Mallard Advisors 85 2018 $122.1 million 1:52 $266,666