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
Urban Wealth Management 81 2017 $120.7 million 1:55 $100,000
Goodman Advisory Group 81 2016 $201.1 million 1:66 $100,000
Adams Wealth Management 81 2017 $200.7 million 1:53 $100,000
Archetype Wealth Partners 81 2017 $239.9 million 1:22 $0
Strategic Blueprint 81 2016 $244.3 million 1:26 $25,000
Cobiz Wealth 81 2003 $968.2 million 1:100 $1,000,000
Napa Valley Wealth Management 81 2003 $216.3 million 1:85 $500,000
CML Wealth Management 81 2015 $125.8 million 1:123 $15,000
Clover Leaf Financial 81 2017 $29.4 million 1:30 $0
Helvetia Investment Advisors 81 2014 $60.0 million 1:36 $100,000
Mariner Financial Group 81 2017 $113.3 million 1:57 $250,000
Commonwealth Retirement Investments 81 2017 $113.8 million 1:45 $0
Blueprint Wealth Alliance 81 2016 $130.7 million 1:66 $0
CLG 81 2016 $163.0 million 1:15 $0
Yosemite Capital Management 81 2003 $271.5 million 1:48 $250,000
Smart Money Group 81 2016 $223.4 million 1:99 $50,000
Risk Paradigm Group 81 2011 $69.2 million 1:7 $100,000
Capital Advisors 81 2016 $126.5 million 1:52 $250,000
KM Capital Management 81 2017 $145.8 million 1:17 $500,000
Purus Wealth Management 81 2015 $233.3 million 1:161 $0
SCF Investment Advisors 81 2010 $1.2 billion 1:46 $10,000
Waterford Capital Investment Advisory Services 81 2017 $115.0 million 1:105 $5,000,000
SFC Financial 81 2016 $143.7 million 1:19 $0
Water DOG Asset Management 81 2017 $1.7 million 1:15 $25,000
Lanier Asset Management 81 2016 $140.3 million 1:62 $2,857
Miller Financial Services 81 2017 $129.9 million 1:155 $0
Agnello Financial Group 81 2017 $151.5 million 1:84 $250,000
Financial Resources Management 81 2016 $48.9 million 1:9 $0
Valiant Wealth 81 2016 $154.4 million 1:76 $100,000
Kovack Advisors 81 2004 $2.3 billion 1:25 $50,000
Access Financial Resources 81 2000 $376.0 million 1:114 $0
CL Wealth Management 81 2011 $242.9 million 1:31 $25,000
McDermott Advisory Group 81 2014 $148.2 million 1:107 $0
Valmark Advisers 81 1998 $5.1 billion 1:35 $0
FCG Wealth Management 81 1998 $1.0 billion 1:149 $0
Bragg Financial Advisors 81 1999 $1.4 billion 1:310 $2,000,000
Lighthouse Financial Management 81 2017 $118.7 million 1:36 $250,000
Fourstar Wealth Advisors 81 2017 $338.0 million 1:113 $0
PlanMember Securities Corporation 81 1991 $4.3 billion 1:598 $2,000
The Putney Financial Group, Registered Investment Advisors 81 2004 $165.6 million 1:121 $100,000
Southern Wealth Management 81 2005 $2.5 billion 1:4 $1,000,000
Verus Capital Partners 81 2014 $392.7 million 1:66 $250,000
Citizens Securities 81 2003 $3.6 billion 1:69 $50,000
BPU Investment Management 81 2001 $517.1 million 1:53 $50,000
Successful Portfolios 81 2015 $176.3 million 1:70 $0
Anchor Bay Capital 81 2016 $92.5 million 1:30 $1,000,000
Madison Advisory Services 81 2015 $170.5 million 1:67 $50,000
Northeast Planning Associates 81 2017 $210.7 million 1:12 $0
Westminster Financial Advisory Corp 81 1987 $371.1 million 1:19 $0
American Retirement Planning Group 81 2017 $163.7 million 1:283 $10,000
RPH Financial Services 81 2006 $173.6 million 1:55 $1,000,000
Paulson Wealth Management 81 2017 $179.8 million 1:46 $1,000,000
Titan Capital Management 81 2017 $122.4 million 1:83 $500,000
Macdougall Financial Counseling 81 1989 $312.1 million 1:84 $0
National Retirement Consultants 81 1997 $176.4 million 1:254 $100,000
Vita Intellectus 81 2018 $97.5 million 1:49 $250,000
Crewe Advisors 81 2015 $696.8 million 1:34 $2,000,000
M.J. Smith and Associates 81 1983 $661.7 million 1:81 $100,000
Caldwell Advisors 81 2015 $202.8 million 1:96 $750,000
World Equity Group 81 1999 $687.2 million 1:25 $50,000
Capital Asset Advisory Services 81 2006 $1.9 billion 1:125 $12,500
IFS Advisory 81 2012 $600.7 million 1:1946 $25,000
Wiseman & Associates Wealth Management 81 2016 $145.0 million 1:43 $500,000
Wealth Management & Business Concepts 81 2014 $96.6 million 1:100 $100,000
Roundangle Advisors 81 2016 $93.6 million 1:67 $0
Flagship Private Wealth 81 2016 $144.1 million 1:143 $250,000
LRN Associates 81 2017 $35.8 million 1:29 $1,000,000
Gradient Advisors 81 2010 $47.4 million 1:8 $0
Lincoln Sparrow Advisors 81 2013 $28.6 million 1:77 $0
Wealth Management Resources 81 2000 $141.1 million 1:125 $150,000
Gravitas Wealth Advisors 81 2014 $650,000.00 1:10 $0
Casilio Leitch Investments 81 2017 $130.0 million 1:39 $1,000,000
Argentus Advisors 81 2002 $143.0 million 1:36 $25,000
Trapeze Asset Management 81 2002 $70.9 million 1:61 $500,000
Amazz Investment Management 81 2015 $58.6 million 1:125 $0
Allen Capital Group 81 2005 $510.2 million 1:91 $50,000
Lovett Advisors 81 2016 $115.0 million 1:60 $500,000
Balboa Wealth Partners 81 2015 $141.3 million 1:28 $250,000
Horan Wealth Management 81 2016 $194.8 million 1:89 $100,000
Paragon Wealth Strategies 81 2014 $271.6 million 1:51 $500,000
Cassady Schiller Wealth Management 81 2017 $243.6 million 1:39 $500,000
Siligmueller & Norvid Wealth Advisors 81 2017 $164.3 million 1:44 $500,000
Prosperity Capital Advisors 81 2011 $937.0 million 1:72 $5,000
Burrus 81 2015 $185.5 million 1:205 $0
Quest Capital Management 81 2001 $952.8 million 1:42 $25,000
Imus Wilkinson & Mundinger Investment Management 81 2015 $113.5 million 1:71 $500,000
Amidon & Petersen Financials 81 2015 $25.7 million 1:116 $1,000
Roble, Belko and Company 81 2003 $611.5 million 1:31 $2,000,000
Freeboard Capital 81 2017 $131.9 million 1:8 $0
ETF Model Solutions 81 2015 $8.0 million 1:11 $0
Blackhawk Capital Partners 81 2015 $142.4 million 1:54 $0
The Investment Advisor Alliance 81 2017 $91.9 million 1:18 $100,000
Wealth Navigation Advisors 81 2007 $72.0 million 1:34 $50,000
Pinnacle Private Wealth 81 2016 $327.0 million 1:57 $0
Avalan 81 2016 $169.1 million 1:61 $0
10-15 Associates 81 2002 $743.6 million 1:1229 $750,000
Mercantil Investment Services 81 2002 $385.8 million 1:36 $100,000
E Six-Thirteen 81 2017 $182.4 million 1:18 $250,000
Byrne Financial Freedom 81 2016 $138.3 million 1:153 $0
Wolff Financial Management 81 2016 $252.0 million 1:89 $500,000