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
Source Financial Advisors 80 2012 $340.5 million 1:27 $1,600,000
Spearhead Capital Advisors 80 2016 $769.8 million 1:5 $5,000,000
Garrett Nagle & Co 80 1976 $100.8 million 1:50 $500,000
Southwestern Investment Advisory Services 80 2016 $2.1 billion 1:266 $25,000
Castle Rock Wealth Management 80 2017 $244.9 million 1:111 $0
Legacy Financial Advisors Corporation 80 2003 $168.8 million 1:98 $500,000
Saperston Asset Management 80 1998 $178.9 million 1:176 $10,000
Mascagni Wealth Management 80 2017 $155.7 million 1:143 $250,000
Preston Wealth Advisors 80 2015 $114.4 million 1:70 $250,000
Quinn Stauffer Financial 80 2015 $161.4 million 1:125 $0
Perryman Financial Advisory 80 1994 $352.0 million 1:49 $250,000
Capitol Financial Consultants 80 1988 $106.9 million 1:28 $0
Curran Investment Management 80 2004 $338.0 million 1:135 $100,000
Pensionmark Financial Group 80 2015 $18.4 billion 1:44 $0
Woodstock Financial Group 80 2006 $245.7 million 1:32 $25,000
Princeton Capital Management 80 2001 $193.0 million 1:56 $1,000,000
Lefavi Wealth Management 80 2012 $302.9 million 1:138 $22,858
Dale Buckner 80 2017 $104.0 million 1:766 $30,000
Pathlight Investors 80 2009 $282.9 million 1:159 $5,000
Cudlipp Advisor Services 80 2015 $54.6 million 1:197 $0
Fifth Third Securities 80 2004 $1.1 billion 1:7 $150,000
Grandview Asset Management 80 2016 $137.7 million 1:149 $100,000
Vector Wealth Management 80 2010 $952.4 million 1:57 $500,000
Franklin Street Advisors 80 1991 $2.2 billion 1:35 $1,000,000
Nova Financial & Insurance Services 80 2014 $212.3 million 1:46 $0
Advantage Investment Management 80 2008 $385.6 million 1:85 $50,000
Resource Financial Group 80 2006 $246.0 million 1:110 $0
Requisite Capital Management 80 2017 $799.2 million 1:14 $5,000,000
Compak Asset Management 80 2000 $522.2 million 1:82 $150,000
Monaco Capital Management 80 2015 $74.0 million 1:100 $100,000
Cutter & Company 80 2003 $600.2 million 1:507 $25,000
Mussett Wealth Management 80 2017 $59.5 million 1:90 $0
Atlas Wealth Partners 80 2015 $124.6 million 1:152 $100,000
Duncan Williams Asset Management 80 2015 $103.8 million 1:55 $500,000
Madrona Financial Services 80 2005 $174.2 million 1:56 $250,000
WealthTrust Arizona 80 2006 $436.1 million 1:62 $1,000,000
Manhattan West Asset Management 80 2016 $184.2 million 1:64 $3,000,000
Prairie Wealth Advisors 80 2012 $212.2 million 1:92 $0
U.S. Bancorp Investments 80 2007 $8.5 billion 1:34 $50,000
Stern Capital Management 80 2017 $133.7 million 1:171 $0
Novak & Powell Financial Services 80 2017 $154.8 million 1:50 $500,000
ADK Wealth Advisory Group 80 2015 $339.6 million 1:158 $250,000
Saling, Simms, Associates 80 2014 $138.6 million 1:51 $25,000