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
Carsonallaria Wealth Management 85 2018 $196.7 million 1:95 $250,000
First Financial Group 85 2018 $121.0 million 1:164 $325,000
Strategent Financial 85 2018 $121.7 million 1:32 $800,000
Transition Financial Advisors Group 85 2018 $135.5 million 1:45 $1,000,000
Alpha Analytics Investment Group 85 2018 $123.3 million 1:23 $0
Oak Tree Investment Advisors 85 2018 $111.3 million 1:61 $0
Osbon Capital Management 85 2018 $129.8 million 1:30 $1,000,000
Purtill Financial 85 2017 $110.5 million 1:42 $0
Red Spruce Capital 85 2018 $104.0 million 1:28 $0
Wealth Legacy Institute 85 2017 $113.1 million 1:57 $500,000
Schulz Wealth 85 2018 $111.4 million 1:49 $0
Financial Planning Services 85 2018 $112.9 million 1:112 $400,000
Anson Analytics 85 2018 $131.7 million 1:29 $500,000
Lander & Associates 85 2017 $121.9 million 1:64 $0
Strategic Advisory Services 85 2018 $110.3 million 1:52 $50,000
PSI Capital Management 85 2018 $171.6 million 1:55 $100,000
Leap Wealth Management 85 2018 $118.2 million 1:87 $0
Financial Advisory Services 85 2018 $131.1 million 1:137 $100,000
Strategic Planning Group 85 2018 $158.0 million 1:246 $25,000
Redrock Wealth Management 85 2017 $123.6 million 1:59 $0
3D Wealth Advisors 85 2017 $118.1 million 1:150 $500,000
Retirement Resources 85 2018 $112.1 million 1:115 $0
Geometric Wealth Advisors 85 2017 $158.5 million 1:24 $526,315
Cypress Financial Planning 85 2018 $113.5 million 1:52 $150,000
First Ascent Asset Management 85 2018 $152.1 million 1:164 $25,000
Transparent Wealth Consulting 85 2017 $35.3 million 1:130 $500,000
Centennial Wealth Advisory 85 2018 $130.3 million 1:96 $0
Pitzl Financial 85 2018 $142.4 million 1:98 $0
Tucker Financial Services 85 2018 $119.0 million 1:251 $0
Santa Fe Advisors 85 2018 $113.2 million 1:29 $1,000,000
R.P. Boggs & Co 85 2018 $119.1 million 1:55 $0
Alpha Advisors 85 2018 $109.1 million 1:23 $0
Wise Wealth 85 2018 $151.6 million 1:128 $0
Money Managers Advisory 85 2017 $110.8 million 1:237 $25,000
Southern Capital Services 85 2017 $102.7 million 1:65 $0
Financial Planning Solutions 85 2018 $118.9 million 1:82 $500,000
RHS Financial 85 2018 $100.2 million 1:40 $500,000
Waterstone Wealth Advisors 85 2018 $110.3 million 1:87 $500,000
AMJ Financial Wealth Management 85 2018 $122.4 million 1:51 $250,000
Altruistic Investing 85 2017 $2.3 million 1:20 $5,000
Allium Financial Advisors 85 2017 $205.1 million 1:29 $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
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
James Hambro & Partners 85 2017 $3.6 billion 1:100 $0
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 1:227 $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
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
Emperor Investments 85 2017 $621,000.00 1:19 $500
Lifeguide Financial Advisors 85 2016 $166.4 million 1:90 $50,000
Garner Financial Management 85 2014 $119.1 million 1:70 $500,000
Holmes & Turner Financial Services 85 2005 $50.5 million 1:43 $0
Guardian Wealth Strategies 85 2016 $273.3 million 1:86 $500,000
Rothschild Wealth Management (UK) 85 2011 $10.2 billion 1:27 $5,000,000
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
Lagoda Investment Management 85 2014 $276.3 million 1:34 $5,000,000
Ironridge Wealth Management 85 2014 $93.6 million 1:45 $0
Walpole Financial Advisors 85 2014 $140.5 million 1:22 $250,000
Triad Financial Advisors 85 2015 $627.9 million 1:68 $440,000
MKT Advisors 85 2012 $276.6 million 1:85 $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
Prophecy Impact Investments 85 2016 $2.0 million 1:6 $5,000
Merlin Asset Management 85 2016 $19.3 million 1:23 $100,000
Kailasa Capital Management 85 2017 $165.5 million 1:46 $0
Brenton Point Wealth Advisors 85 2017 $410.3 million 1:27 $0
Flagstone Financial Management 85 2016 $145.0 million 1:53 $0