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
Bankoh Advisors 82 2015 $211.6 million 1:20 $250,000
CH Global Capital Management 82 2017 $376.1 million 1:2 $0
Melia Wealth Advisory Group 82 2017 $153.2 million 1:280 $0
Westhampton Capital 82 2014 $132.0 million 1:29 $250,000
Axiom Investment Management 82 2006 $794.0 million 1:221 $0
Regal Advisory Services 82 2010 $93.3 million 1:11 $50,000
Baron Silver Stevens Financial Advisors 82 2008 $509.1 million 1:62 $500,000
Freestone Capital Management 82 2008 $4.7 billion 1:73 $666,666
NWM Advisors 82 2016 $196.8 million 1:124 $0
ON Investment Management CO 82 1971 $1.5 billion 1:25 $0
Midwest Financial Partners 82 2014 $492.1 million 1:151 $0
Martin Financial Group 82 2014 $236.4 million 1:64 $0
20/20 Capital Management 82 2015 $406.3 million 1:122 $0
Weatherhelm Capital Management 82 2015 $30.3 million 1:33 $5,000
Clarity Capital 82 2012 $322.1 million 1:11 $3,000,000
Toner Asset Management Group 82 2017 $130.0 million 1:26 $2,000,000
Barker Financial Group 82 2014 $137.6 million 1:56 $500,000
Meadowbrook Wealth Management 82 2017 $35.1 million 1:76 $100,000
USAA Investment Management Company 82 1989 $23.1 billion 1:115 $0
Signature Intelligent Portfolios 82 2015 $5.6 million 1:40 $5,000
Drawbridge Capital 81 2019 $111.5 million 1:100 $0
Browning Capital Management 81 2019 $107.8 million 1:8 $5,000,000
Callahan Financial 81 2019 $104.0 million 1:71 $0
Phillip B. White CO 81 2019 $200.0 million 1:138 $500,000
Riverstone Wealth Management 81 2019 $115.9 million 1:91 $0
Avory & Co 81 2019 $105.2 million 1:35 $5,000,000
Sophis Investments 81 2019 $32.0 million 1:7 $0
H&H Retirement Design and Management 81 2019 $119.3 million 1:111 $1,000,000
Kubhera Enterprises 81 2018 $122.5 million 1:211 $0
The Holben Group 81 2018 $105.0 million 1:18 $500,000
Royal Oak Financial Advisors 81 2018 $110.0 million 1:80 $0
Legacy Capital Wealth Partners 81 2018 $274.9 million 1:29 $500,000
Rylander Richter 81 2018 $24.0 million 1:22 $0
Advisersource.com 81 2017 $133.3 million 1:230 $500,001
Pathway Advisors Group 81 2017 $79.8 million 1:295 $100,000
Hayes Financial 81 2017 $188.0 million 1:52 $0
Beyond Wealth Management Group 81 2018 $29.5 million 1:67 $0
Aston Capital Management 81 2018 $249.8 million 1:5 $100,000
New World Advisors 81 2018 $193.6 million 1:5 $0
Eudaimonia Partners Limited 81 2018 $100,000.00 1:1 $100,000
PCG Wealth Management 81 2017 $233.0 million 1:91 $0
Hudson View Advisors 81 2017 $28.6 million 1:82 $0
Panorama Capitals 81 2018 $203,000.00 1:19 $10,000
Alphanext 81 2018 $35.9 million 1:14 $0
DBA Seaside Financial & Insurance Services 81 2018 $94.0 million 1:51 $0
Fortem Financial Group 81 2018 $243.7 million 1:68 $0
Jackson Hole Capital Partners 81 2018 $196.0 million 1:26 $2,000,000
Bluefin Financial 81 2018 $143.3 million 1:70 $0
Munakata Associates 81 2018 $27.4 million 1:5 $0
Davis, Davis AND Conover Wealth Management 81 2018 $109.4 million 1:36 $250,000
Bruce G. Allen Investments 81 2017 $147.6 million 1:82 $500,000
Liberty Wealth Management 81 2018 $892.9 million 1:72 $10,000
Weitz Financial Group 81 2017 $113.4 million 1:41 $0
CVA Family Office 81 2017 $222.3 million 1:9 $1,000,000
Evolution Wealth Advisors 81 2017 $419.8 million 1:68 $700,000
Life Plan Financial Advisory Group 81 2018 $102.0 million 1:91 $0
Coughlin Financial Services 81 2018 $28.9 million 1:55 $250,000
Kennedy Wealth AND TAX Management 81 2018 $98.5 million 1:53 $500,000
Insight Financial Services 81 2017 $120.3 million 1:88 $100,000
Mission Creek Capital Partners 81 2018 $214.2 million 1:37 $0
Wescom Financial Services 81 2018 $137.0 million 1:38 $0
Hicks Capital Management 81 2018 $112.8 million 1:67 $250,000
TriCord Advisors 81 2018 $113.5 million 1:110 $40,000
Kutz AND Company 81 2017 $61.1 million 1:66 $100,000
Capital Financial Consultants Group 81 2018 $133.9 million 1:43 $5,000
Center For Wealth Management Advisory 81 2017 $120.0 million 1:83 $100,000
CPA Investment Advisors 81 2017 $154.3 million 1:66 $500,000
Epic Trust Investment Advisors 81 2018 $59.8 million 1:68 $50,000
Norris Financial Group 81 2018 $117.5 million 1:110 $50,000
Faculty Investment Advisors 81 2018 $110.6 million 1:42 $157,894
Red Tortoise 81 2018 $110.6 million 1:33 $500,000
Solara Investment Advisors 81 2018 $250,000.00 1:1 $250,000
Slagle Financial 81 2018 $110.0 million 1:202 $50,000
New England Capital Planners 81 2017 $136.8 million 1:40 $0
Stonebridge Financial Planning Group 81 2018 $146.8 million 1:106 $0
Sculati Wealth Management 81 2018 $150.5 million 1:69 $250,000
Scott Marsh Financial 81 2018 $86.7 million 1:43 $0
Rademacher Financial 81 2018 $110.0 million 1:54 $25,000
Murphy & Sylvest 81 2018 $129.1 million 1:30 $0
Heritage Retirement Advisors 81 2018 $121.9 million 1:97 $0
Solomon API 81 2018 $219.6 million 1:36 $0
Imperium Wealth Management 81 2018 $109.0 million 1:44 $0
Vega Capital Group 81 2017 $119.6 million 1:28 $250,000
Ledge Wealth 81 2018 $183.3 million 1:59 $400,000
Aljen Asset Management 81 2018 $110.1 million 1:178 $50,000
Kuhn Capital Partners 81 2018 $26.0 million 1:35 $50,000
Endowment Wealth Management 81 2018 $158.2 million 1:23 $0
Wisdom Financial Services 81 2018 $245.0 million 1:64 $0
Harbor Ithaka 81 2018 $118.9 million 1:7 $5,000,000
Christensen, King & Associates Investment Services 81 2017 $139.4 million 1:68 $10,000
Olivar & Associates 81 2016 $5.4 million 1:24 $0
Cross Financial Advisors 81 2017 $159.3 million 1:51 $0
Walnut Creek Wealth Management 81 2017 $119.0 million 1:26 $100,000
Mokosak Advisory Group 81 2017 $142.8 million 1:169 $50,000
Finaport Asset Management 81 2017 $95.2 million 1:21 $500,000
Kantor Financial Group 81 2016 $167.5 million 1:66 $0
Core Investment Advisors 81 2017 $662.6 million 1:259 $500,000
Brendel Financial Advisors 81 2017 $120.5 million 1:199 $100,000
Urban Wealth Management 81 2017 $120.7 million 1:55 $100,000
Goodman Advisory Group 81 2016 $201.1 million 1:66 $100,000