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
PFG Advisors 85 2014 $797.6 million 1:39 $25,000
BST Wealth Management 85 2016 $60.8 million 1:70 $400,000
SFM 85 2014 $140.8 million 1:40 $50,000
Fortem Financial 85 2016 $200.9 million 1:67 $0
Trellis Wealth Advisors 85 2014 $207.9 million 1:27 $0
6 Meridian 85 2016 $1.5 billion 1:40 $360,000
Lehmann, Livian, Fridson Advisors 85 2014 $69.2 million 1:25 $500,000
D.B. Root & Company 85 2015 $644.3 million 1:74 $0
Paradigm. Strategies in Wealth Management 85 2014 $174.5 million 1:51 $1,000,000
Vestura 85 2014 $129.9 million 1:30 $1,000,000
wealthMD Corporation 85 2014 $138.3 million 1:878 $0
LGT Financial Advisors 85 2013 $186.0 million 1:37 $250,000
Iron Gate Global Advisors 85 2017 $189.5 million 1:74 $100,000
Wealth CMT 85 2015 $145.8 million 1:40 $600,000
John Hancock Personal Financial Services 85 2015 $1.1 billion 1:881 $0
Avondale Wealth Management 85 2015 $244.8 million 1:24 $1,000,000
La Ferla Group 85 2015 $207.0 million 1:191 $100,000
Professional Financial Services 85 2015 $119.4 million 1:109 $100,000
Gainplan 85 2015 $230.3 million 1:47 $0
Blue Granite Capital 85 2016 $41.6 million 1:7 $500,000
Heartland Investment Advisors 85 2014 $196.6 million 1:78 $500,000
KC Investment Advisors 85 2004 $165.3 million 1:65 $25,000
A.G. Campbell Advisory 85 2014 $248.2 million 1:32 $0
Advisors Financial 85 2014 $187.9 million 1:35 $500,000
Altruvista 85 2016 $197.1 million 1:18 $0
StateTrust Capital 85 2001 $90.8 million 1:30 $100,000
Rede Wealth 85 2015 $139.1 million 1:71 $0
ET George Investment Management 85 2014 $128.5 million 1:155 $250,000
Silicon Hills Wealth Management 85 2014 $220.7 million 1:41 $5,000
Centricity Wealth Management 85 2013 $133.3 million 1:50 $0
Landau Arnold Laufer Wealth Management 85 2017 $44.1 million 1:22 $0
Continuum Advisory 85 2016 $412.1 million 1:56 $0
Fifth Set Investment Advisors 85 2017 $48.1 million 1:37 $400,000
National Wealth Management Group 85 2015 $145.1 million 1:94 $0
Steward Partners Investment Advisory 85 2016 $5.2 billion 1:51 $25,000
Melia Wealth Advisory Group 85 2017 $153.2 million 1:280 $0
ACT Advisors 85 2014 $217.1 million 1:99 $25,000
Gratus Capital 85 2014 $1.7 billion 1:57 $500,000
Integrated Advisors Network 85 2015 $1.0 billion 1:54 $50,000
Cornerstone Retirement Group 85 2017 $217.5 million 1:98 $250,000
Bluepoint Investment Counsel 85 2012 $124.5 million 1:18 $0
Inspirion Wealth Advisors 85 2012 $578.7 million 1:93 $0
Evolution Advisers 85 2017 $149.1 million 1:61 $500,000
Warnke/Nichols 85 2014 $139.2 million 1:39 $0
Canter Strategic Wealth Management 85 2016 $6.0 million 1:6 $250,000
Yeomans Consulting Group 85 2015 $183.1 million 1:84 $50,000
Darcy Brix Investment Representative 85 2017 $0.00 1:1 $0
The Harvest Group 85 2016 $332.9 million 1:114 $0
Rezny Wealth Management 85 2014 $158.6 million 1:113 $500,000
Nauset Wealth Management 85 2015 $174.2 million 1:50 $500,000
Patton Albertson Miller Group 85 2015 $459.2 million 1:38 $1,000,000
Benchmark Wealth Management 85 2016 $256.6 million 1:126 $1,000,000
Castle Financial & Retirement Planning Associates 85 2014 $70.7 million 1:144 $250,000
TFG Wealth Management 84 2019 $106.7 million 1:120
Holifield Financial Advisory Services/prosper Financial Advisers 84 2019 $113.3 million 1:68
Flying Point Asset Management 84 2019 $26.4 million 1:14
Goalvest Advisory 84 2019 $34.0 million 1:36
SMB Financial Services 84 2019 $101.7 million 1:47
Coyle Capital 84 2019 $115.5 million 1:20
Holdun Family Office 84 2019 $125.0 million 1:70 $1,000,000
North Woods Asset Management 84 2019 $27.6 million 1:73 $100,000
Brainvest Wealth Management 84 2019 $123.4 million 1:9
Taylor and Taylor Financial Services USA 84 2019 $33.2 million 1:14 $500,000
Avory & Co 84 2019 $105.2 million 1:35 $5,000,000
Global Strategic Investment Solutions 84 2019 $274.9 million 1:10 $0
Walkner Condon Financial Advisors 84 2019 $108.8 million 1:45 $0
Lokken Investment Group 84 2018 $125.5 million 1:126 $100,000
Clear Creek Advisors 84 2018 $126.6 million 1:88 $0
DB & C Advisors 84 2018 $125.8 million 1:20 $0
Richard L. Evans Investment Management 84 2018 $127.5 million 1:162 $250,000
Traverso Chambers Private Wealth Management 84 2018 $299.4 million 1:68 $0
Carter Asset Management 84 2018 $268.4 million 1:249 $0
Tschetter Wealth Advisors 84 2017 $695.9 million 1:47 $0
Taylor Hoffman Wealth Management 84 2017 $184.1 million 1:72 $0
WealthBridge Capital Management 84 2018 $296.6 million 1:108 $500,000
RJ Capital 84 2018 $219.1 million 1:82 $0
Peak Planning Group 84 2017 $108.8 million 1:70 $500,000
Presper Financial Architects 84 2018 $164.4 million 1:122 $25,000
Rossjohnson & Associates 84 2018 $86.8 million 1:110 $0
Sprout Financial 84 2018 $27.3 million 1:337 $0
Vista Wealth Management Group 84 2018 $1.8 billion 1:122 $2,000,000
Matthias Private Wealth 84 2017 $107.3 million 1:54 $1,000,000
EQ Wealth Management 84 2018 $203.4 million 1:48 $1,000,000
RBA Wealth Management 84 2017 $203.2 million 1:146 $0
New World Advisors 84 2018 $224.4 million 1:8 $0
Cornerstone Wealth Strategies 84 2018 $413.6 million 1:233 $500,000
Landsberg Bennett Private Wealth Management 84 2018 $556.8 million 1:61 $0
Wealthspan Partners 84 2018 $118.6 million 1:168 $0
Canopy Wealth Management 84 2018 $583.2 million 1:83 $250,000
Centura Wealth Advisory 84 2018 $259.4 million 1:41 $1,000,000
Truvestments Capital 84 2018 $266.3 million 1:134 $0
Morton Brown Family Wealth 84 2018 $111.8 million 1:51 $0
Owen Larue Financial Group 84 2017 $131.0 million 1:183 $250,000
TFG Advisers 84 2017 $261.4 million 1:91 $500,000
Full Sail Capital 84 2018 $662.7 million 1:51 $0
Panoramic Investment Advisors 84 2017 $134.5 million 1:71 $50,000
Constellation Wealth Advisors 84 2017 $80.8 million 1:7 $1,000,000
Inlet Private Wealth 84 2018 $222.1 million 1:44 $0
Henry + Horne Wealth Management 84 2017 $241.5 million 1:14 $10,000
Robertson Stephens Wealth Management 84 2017 $545.8 million 1:7 $0