Best Financial Advisor Firms

Here is a summary ranking of the best SEC-regulated RIAs in the United States. Learn more about our mission.


Share

star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Tirschwell & Loewy star 95 1977 $802.7 million 1:118 $0
Legacy Advisors star 95 2006 $1.6 billion 1:23 $2,000,000
Fortigent star 95 2006 $2.1 billion 1:109 $100,000
Peloton Wealth Strategists star 95 1986 $187.1 million 1:42 $0
Progressive Investment Management Corporation star 95 1988 $376.3 million 1:46 $1,000,000
Lee, Danner & Bass star 95 1987 $1.1 billion 1:144 $800,000
Penn Davis Mcfarland star 95 1977 $447.9 million 1:33 $1,000,000
Daintree Advisors star 95 2010 $1.0 billion 1:18 $2,000,000
The Harbor Group star 95 1984 $993.2 million 1:77 $500,000
The Chartist star 95 1976 $219.9 million 1:179 $100,000
Zemenick & Walker star 95 1998 $1.7 billion 1:31 $0
RTD Financial Advisors star 95 1983 $1.5 billion 1:36 $0
Atlas Brown star 95 2004 $289.8 million 1:53 $0
Hewins Financial Advisors star 95 1999 $3.2 billion 1:39 $500,000
Tandem Capital Management star 95 1991 $128.6 million 1:23 $1,000,000
R.W. Roge & Company star 95 1986 $233.5 million 1:140 $102,000
LJPR Financial Advisors star 95 1990 $776.1 million 1:124 $100,000
BGM Wealth Partners star 95 1996 $408.0 million 1:85 $0
Lederer & Associates Investment Counsel star 95 1986 $187.2 million 1:37 $500,000
Rochester Financial Services star 95 1999 $209.7 million 1:328 $0
Windsor Capital Management star 95 2005 $502.1 million 1:119 $200,000
Valicenti Advisory Services star 95 1983 $425.0 million 1:130 $0
Collegiate Capital Management star 95 2005 $298.2 million 1:74 $0
Auxano Advisors star 95 2007 $569.7 million 1:92 $1,000,000
Forteris Wealth Management star 95 1993 $101.9 million 1:103 $500,000
Cedar Rowe Partners star 95 1988 $309.2 million 1:43 $250,000
Passive Capital Management star 95 2008 $530.0 million 1:50 $0
Osher Van De Voorde Investment Management star 95 1995 $291.2 million 1:72 $1,000,000
TD Ameritrade star 95 1998 $19.7 billion 1:7015 $25,000
Camarda Wealth Advisory Group star 95 2002 $211.3 million 1:61 $100,000
Quadrant Family Wealth Advisors star 95 2008 $829.4 million 1:9 $10,000,000
Shayne & Co star 95 1999 $257.7 million 1:51 $1,000,000
Wealth Care star 95 2006 $306.4 million 1:50 $500,000
Roundview Capital star 95 2008 $593.1 million 1:90 $1,000,000
Pollock Planning Associates star 95 1986 $140.5 million 1:80 $300,000
Blue Bell Private Wealth Management star 95 2005 $374.2 million 1:77 $0
Hays Advisory star 95 2001 $292.8 million 1:168 $500,000
CTS Financial Planning star 95 1985 $280.1 million 1:56 $50,000
Larry Heller & Associates star 95 2003 $214.0 million 1:136 $1,000,000
Howard Capital Management star 95 1974 $1.3 billion 1:77 $1,000
SBK Financial star 95 2005 $574.3 million 1:19 $1,000,000
Capricorn Investment Group star 95 2008 $4.5 billion 1:2 $0
1 North Wealth Services star 95 2002 $168.7 million 1:48 $500,000
Allied Portfolio Management star 95 2002 $148.7 million 1:99 $0
Beese Fulmer Private Wealth Management star 95 1980 $584.1 million 1:51 $500,000
Arcadia Investment Advisors star 95 1999 $180.5 million 1:126 $100,000
Gemmer Asset Management star 95 1999 $1.1 billion 1:229 $25,000
Eidelman Virant Capital star 95 1984 $292.2 million 1:28 $1,000,000
Searcy Financial Services star 95 1981 $230.1 million 1:25 $0
Violich Capital Management star 95 1999 $585.9 million 1:50 $500,000
Clark Capital Management Group star 95 1986 $10.1 billion 1:1162 $0
Newman Schimel star 95 2007 $255.5 million 1:185 $0
Estate Counselors star 95 2004 $638.6 million 1:13 $500,000
Saybrook Capital Corp star 95 1989 $287.0 million 1:63 $1,000,000
Pecaut & Co star 95 1995 $223.0 million 1:48 $100,000
Financial Designs Corporation star 95 1995 $344.4 million 1:258 $500,000
Investor Solutions star 95 1994 $816.9 million 1:71 $0
John W. Brooker & Co. CPAs star 95 1983 $411.7 million 1:270 $100,000
Lumbard & Kellner star 95 2003 $176.9 million 1:56 $1,500,000
Spence Asset Management star 95 1993 $236.0 million 1:204 $50,000
Abacus Wealth Partners star 95 2004 $2.1 billion 1:36 $0
Wills Financial Group star 95 1999 $206.4 million 1:38 $0
Waters, Parkerson & Co. star 95 1972 $1.5 billion 1:157 $1,000,000
Epsilon Financial Group star 95 2003 $329.5 million 1:101 $250,000
Lindner Capital Advisors star 95 1997 $461.6 million 1:130 $100,000
Payne Capital Management star 95 2008 $638.5 million 1:124 $0
Balentine star 95 2009 $2.6 billion 1:258 $5,000,000
Paragon Capital Management star 95 1998 $312.7 million 1:68 $500,000
Rogers Wealth Group star 95 1996 $806.3 million 1:57 $1,000,000
Hogan Financial star 95 2001 $242.0 million 1:27 $1,000,000
Natural Investments star 95 2005 $524.2 million 1:61 $50,000
Grubman Wealth Management star 95 2004 $377.7 million 1:62 $1,000,000
Budros, Ruhlin & Roe star 95 1988 $2.3 billion 1:30 $500,000
Highland Private Wealth Management star 95 1999 $598.3 million 1:22 $0
Asset Strategies star 95 2002 $119.9 million 1:69 $0
Warwick Partners star 95 1979 $813.6 million 1:84 $500,000
Clinton Investment Management star 95 2008 $549.3 million 1:71 $1,000,000
Halbert Hargrove star 95 1988 $2.3 billion 1:37 $1,000,000
Clearlogic Financial star 95 2004 $308.6 million 1:72 $500,000
Blue Prairie Group star 95 2005 $296.4 million 1:11 $350,000
Northwest Investment Counselors star 95 1999 $413.8 million 1:63 $500,000
Ashfield Capital Partners star 95 2007 $967.3 million 1:148 $100,000
Zimmerman Wealth Management star 95 2003 $208.7 million 1:123 $1,000,000
America First Investment Advisors star 95 1992 $348.0 million 1:46 $300,000
Dynamic Wealth Advisors star 95 2011 $1.5 billion 1:48 $0
Charles D. Hyman & Company star 95 1991 $1.1 billion 1:263 $250,000
Petersen Hastings Investment Management star 95 1983 $670.2 million 1:49 $50,000
Financial Freedom star 95 2005 $252.6 million 1:48 $0
JLB & Associates star 95 1983 $483.1 million 1:137 $300,000
Chesley, Taft & Associates star 95 2000 $1.6 billion 1:45 $1,000,000
Harbour Investment Management star 95 1991 $290.5 million 1:46 $500,000
Roof, Eidam & Maycock star 95 1996 $543.7 million 1:97 $200,000
Steinberg Global Asset Management star 95 1992 $1.0 billion 1:40 $1,000,000
Eqis Capital Management star 95 2008 $1.8 billion 1:858 $25,000
Financial Asset Management Corp star 95 1986 $206.8 million 1:40 $0
HeadInvest star 95 2006 $568.9 million 1:46 $500,000
Silver Oak Advisory Group star 95 1991 $235.6 million 1:57 $631,579
Berno Financial Management star 95 1993 $194.3 million 1:42 $750,000
OneSource Retirement Advisors star 95 2002 $276.1 million 1:34 $1,000,000
Redmond Asset Management star 95 2005 $277.9 million 1:48 $100,000