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
KYUR 80 2017 $2.0 million 1:4 $25,000
Millar Financial Group 80 2017 $121.8 million 1:130 $200,000
Vanguard Capital 80 2016 $120.7 million 1:56 $50,000
Heller Wealth Advisors 80 2011 $457.7 million 1:36 $0
Eukles Asset Management 80 2015 $168.7 million 1:68 $50,000
Waterford Advisors 80 2004 $265.8 million 1:234 $250,000
Ark Financial Management 80 2015 $50.8 million 1:25 $100,000
Capital Investment Advisory Services 80 2009 $639.1 million 1:31 $25,000
Advisor.investments 80 2006 $138.3 million 1:51 $750,000
Kingsview Asset Management 80 2014 $937.4 million 1:62 $25,000
Congress Wealth Management 80 2009 $1.8 billion 1:51 $1,000,000
Oriental Financial Services Corp 80 2015 $114.8 million 1:26 $100,000
Financial Security Management 80 2015 $193.8 million 1:199 $0
Clayton Partners 80 2015 $96.8 million 1:17 $500,000
SPC Financial 80 1978 $628.0 million 1:51 $25,000
OakTrust Wealth Advisors 80 2017 $114.1 million 1:95 $0
Future Benefits 80 1993 $737.6 million 1:122 $0
Asset Allocation Strategies 80 2015 $85.2 million 1:61 $0
Leigh Baldwin & Co 80 2008 $65.6 million 1:41 $50,000
NTB Advisors 80 2006 $243.9 million 1:58 $0
The Retirement Corporation of America 80 1985 $467.0 million 1:166 $0
Taurus Asset Management 80 2004 $980.8 million 1:113 $2,000,000
D.B. Wealth Management Group 80 2017 $139.9 million 1:84 $350,000
Complete Financial Planning 80 2017 $26.9 million 1:31 $0
Tellone Management Group 80 1987 $383.0 million 1:187 $100,000
Lantern Wealth Advisors 80 2014 $94.9 million 1:10 $25,000
Atlas Capital Management Corp 80 1994 $120.3 million 1:446 $0
Pinkerton Retirement Specialists 80 2010 $510.4 million 1:117 $500,000
Ahrens Investment Partners 80 2015 $519.5 million 1:77 $0
Munn Wealth Management 80 2015 $135.0 million 1:88 $0
Moseley Investment Management 80 2016 $175.9 million 1:57 $0
Market Concepts 80 2009 $2.5 million Unknown $0
Bruderman Asset Management 80 2015 $969.0 million 1:95 $1,000,000
Secure Investment Management 80 2015 $87.2 million 1:131 $25,000
Hurley Financial Group 80 2000 $176.0 million 1:213 $500,000
Eaglestone Wealth Advisors 80 2007 $173.5 million 1:62 $80,000
Rogan & Associates 80 2009 $319.0 million 1:127 $0
Mediqus Asset Advisors 80 1995 $871.8 million 1:135 $294,118
Glass Jacobson Financial Group 80 2004 $401.1 million 1:39 $150,000
Freestate Advisors 80 2015 $177.2 million 1:31 $500,000
Reby Advisors 80 2005 $411.2 million 1:68 $0
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 1:54 $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