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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star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Beacon Capital Management star 95 2002 $2.8 billion 1:1523 $0
FBB Capital Partners star 95 2000 $1.1 billion 1:91 $500,000
Legacy Capital Partners star 95 1972 $352.3 million 1:38 $600,000
Bristlecone Advisors star 95 1999 $1.2 billion 1:34 $2,000,000
Telarray star 95 2005 $808.3 million 1:46 $0
Accredited Investors Wealth Management star 95 1989 $1.9 billion 1:121 $2,000,000
ML&R Wealth Management star 95 2000 $905.1 million 1:45 $1,000,000
Punch & Associates Investment Management star 95 2002 $1.2 billion 1:60 $250,000
South Street Advisors star 95 1998 $479.3 million 1:20 $1,000,000
Money Management Services star 95 1992 $234.3 million 1:138 $50,000
Godshalk Welsh Capital Management star 95 1991 $210.0 million 1:117 $0
TCI Wealth Advisors star 95 1990 $2.5 billion 1:91 $100,000
Osborne Partners star 95 1999 $1.4 billion 1:62 $500,000
Eads & Heald Investment Counsel star 95 1987 $178.4 million 1:68 $250,000
SAX Wealth Advisors star 95 2008 $853.2 million 1:80 $500,000
HSC Wealth Advisors star 95 1984 $245.1 million 1:60 $750,000
Cornercap Investment Counsel star 95 1990 $1.1 billion 1:33 $1,000,000
Whitener Capital Management star 95 1987 $220.5 million 1:240 $0
Premier Financial Group star 95 1991 $525.8 million 1:57 $250,000
Hamilton Point Investment Advisors star 95 2007 $460.4 million 1:39 $1,000,000
Northeast Financial Consultants star 95 2001 $2.7 billion 1:106 $0
Spectrum Management Group star 95 2010 $523.4 million 1:29 $1,000,000
Sendero Wealth Management star 95 2007 $1.5 billion 1:19 $5,000,000
ZWJ Investment Counsel star 95 1981 $2.1 billion 1:84 $1,000,000
Salem Capital Management star 95 1989 $316.1 million 1:54 $0
Charter Research & Investment Group star 95 1990 $191.0 million 1:40 $0
Aspen Capital Management star 95 2004 $497.2 million 1:52 $500,000
Summit Portfolio Management star 95 1994 $103.7 million 1:100 $250,000
AssetBuilder star 95 2007 $765.9 million 1:228 $50,000
Circle Wealth Management star 95 2007 $1.7 billion 1:12 $0
Badgley Phelps Wealth Managers star 95 1973 $2.6 billion 1:38 $1,000,000
Resource Management star 95 1998 $1.2 billion 1:161 $0
McGowan & Co star 95 1999 $307.8 million 1:76 $1,000,000
SKY Investment Group star 95 2005 $416.8 million 1:51 $0
Maple Capital Management star 95 2004 $922.5 million 1:75 $500,000
Bedel Financial Consulting star 95 1989 $1.2 billion 1:74 $476,190
Scott Snow (financial Advisors) LLC star 95 2005 $426.8 million 1:86 $2,000,000
Evart, Young & Hobbs Investment Management star 95 1992 $220.8 million 1:144 $0
Dividend Assets Capital star 95 2004 $717.5 million 1:155 $250,000
Roof Advisory Group star 95 2004 $476.3 million 1:35 $1,000,000
CPS Investment Advisors star 95 1989 $1.2 billion 1:346 $0
Evergreen Capital Management star 95 1983 $2.2 billion 1:41 $1,000,000
Brighton Jones star 95 2000 $5.3 billion 1:24 $480,000
Ramsey & Associates star 95 1999 $200.8 million 1:28 $750,000
Gardey Financial Advisors star 95 1984 $166.0 million 1:39 $500,000
Mitchell Sinkler & Starr star 95 1972 $1.0 billion 1:45 $2,000,000
Gantzert Investment Co star 95 1996 $243.2 million 1:70 $600,000
Gofen and Glossberg star 95 1997 $4.2 billion 1:238 $1,000,000
Spectrum Financial Management star 95 2003 $140.3 million 1:126 $500,000
David Wendell Associates star 95 1994 $765.3 million 1:92 $500,000
Blue Ocean Strategic Capital star 95 2001 $135.6 million 1:320 $0
Money Matters With Ken Moraif star 95 2011 $4.2 billion 1:229 $0
Abbot Financial Management star 95 1983 $187.9 million 1:49 $0
Beaumont Financial Partners star 95 2000 $1.8 billion 1:36 $1,000,000
Peddock Capital Advisors star 95 2008 $270.4 million 1:22 $0
Prudent Management Associates star 95 1983 $1.0 billion 1:79 $1,000,000
Etrade Capital Management star 95 2000 $5.7 billion Unknown $5,000
California Financial Advisors star 95 1998 $1.1 billion 1:151 $100,000
Grace Capital star 95 2007 $266.2 million 1:115 $0
Yeske Buie star 95 2007 $663.6 million 1:61 $3,000,000
Excelsior Investors star 95 2000 $118.0 million 1:88 $500,000
Covenant Asset Management star 95 1999 $240.5 million 1:81 $0
Retirement Management Systems star 95 2010 $1.1 billion 1:1244 $0
New England Private Wealth Advisors star 95 2005 $1.8 billion 1:42 $2,000,000
Offit Capital star 95 2007 $11.6 billion 1:220 $25,000,000
The Lam Group star 95 2004 $290.0 million 1:34 $2,000,000
Financial Service Group star 95 1992 $196.3 million 1:56 $0
Market Street Wealth Management Advisors star 95 2004 $315.4 million 1:42 $172,414
Investment Management of Virginia star 95 2000 $448.7 million 1:82 $500,000
Gillespie Robinson & Grimm star 95 1970 $1.1 billion 1:52 $0
WebsterRogers Financial Advisors star 95 2002 $208.1 million 1:41 $250,000
Heron Wealth star 95 2008 $314.2 million 1:43 $500,000
Karp Capital Management Corporation star 95 2006 $352.4 million 1:126 $500,000
Terril & Company star 95 1980 $693.8 million 1:151 $250,000
Tealwood Asset Management star 95 1987 $388.1 million 1:45 $250,000
Callahan Advisors star 95 2003 $516.9 million 1:48 $0
SigFig Wealth Management star 95 2011 $485.1 million 1:1117 $2,000
Southeast Asset Advisors star 95 1992 $2.0 billion 1:36 $1,000,000
Townsend Asset Management Corp star 95 1982 $257.2 million 1:61 $0
Brookmont Capital Management star 95 2007 $300.7 million 1:15 $500,000
Karpus Investment Management star 95 1987 $3.2 billion 1:1359 $500,000
Argent Capital Management star 95 1998 $2.6 billion 1:252 $500,000
Personal Investment Management star 95 1981 $347.5 million 1:112 $100,000
Successful Money Strategies star 95 1993 $143.8 million 1:236 $100,000
Boston Financial Management star 95 1976 $2.2 billion 1:48 $1,000,000
Peter B. Cannell & Co. star 95 1986 $3.1 billion 1:1386 $2,000,000
Balasa Dinverno Foltz star 95 2001 $4.1 billion 1:32 $1,000,000
Acropolis Investment Management star 95 2002 $1.2 billion 1:33 $1,000,000
SEIA star 95 1999 $6.2 billion 1:80 $250,000
Dixon Hughes Goodman Wealth Advisors star 95 2000 $1.6 billion 1:210 $0
Nelson Roberts Investment Advisors star 95 2004 $516.0 million 1:38 $1,000,000
True Measure Wealth Management star 95 2001 $141.1 million 1:93 $0
Phillips Financial star 95 2004 $915.6 million 1:61 $0
Parker Investment Management star 95 1999 $337.3 million 1:182 $0
Ferguson Johnson Wealth Management star 95 1999 $171.6 million 1:60 $500,000
Bromfield Financial Advisory Group star 95 2006 $293.4 million 1:58 $1,000,000
NewFocus Financial Group star 95 2004 $503.7 million 1:53 $0
Lenox Wealth Management star 95 2004 $541.2 million 1:48 $588,235
Marotta Wealth Management star 95 2004 $365.5 million 1:41 $1,500,000
MCS Family Wealth Advisors star 95 1990 $171.9 million 1:38 $2,000,000