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
Equistar Wealth Management 81 2016 $137.1 million 1:33 $1,000,000
Lafayette Investments 81 1988 $415.0 million 1:52 $1,000,000
Cedar Capital 81 2015 $16.1 million 1:27 $100,000
Bermuda Investment Advisory Services Limited 81 2002 $215.5 million 1:35 $25,000
Gunderson Capital Management 81 2014 $120.0 million Unknown $100,000
Mark Gillam Enterprises 81 2001 $167.5 million 1:123 $250,000
Gilbert & Cook 81 2016 $426.6 million 1:58 $1,000,000
Washington Crossing Advisors 81 2017 $322.4 million 1:186 $0
Riggs Capital Management 81 2005 $208.5 million 1:45 $500,000
Discipline Advisors 81 2006 $121.7 million 1:35 $100,000
Rather & Kittrell 81 2006 $728.2 million 1:77 $100,000
Las Olas Capital Advisors 81 2015 $176.7 million 1:9 $1,000,000
Triad Advisors 81 1998 $921.0 million 1:28 $0
Romano Wealth Management 81 1986 $860.0 million 1:51 $0
JFR Financial Services 81 2015 $163.9 million 1:99 $0
Capital Markets IQ 81 2009 $181.8 million 1:30 $250,000
Shiraishi Financial Group Advisors 81 2016 $107.6 million 1:87 $50,000
Dominion Portfolio Management 80 2019 $106.4 million 1:21
Infinite Asset Management 80 2019 $107.0 million 1:80
Winebrenner Capital Management 80 2019 $131.0 million 1:77
Blakeslee & Blakeslee Financial Advisers 80 2019 $109.2 million 1:58 $0
Applied Capital 80 2019 $125.0 million 1:74 $0
Itrust Asset Management 80 2019 $107.1 million 1:112 $50,000
Tall Pines Capital 80 2019 $2.1 million 1:16 $100,000
McAllister Capital Management 80 2019 $121.1 million 1:108 $0
High Desert Investment Advisors 80 2019 $25.0 million 1:25 $100,000
Promontory Financial Planning 80 2019 $120.0 million 1:44 $50,000
James T. Borello & CO 80 2018 $185.2 million 1:108 $0
Alta Wealth Advisors 80 2018 $130.7 million 1:49 $0
Valtinson Bruner and Young Financial Planning 80 2018 $161.5 million 1:226 $250,000
Karamaan Group 80 2018 $36.0 million 1:2 $0
Global Capital Group 80 2017 $180.7 million 1:275 $0
Ferguson Shapiro 80 2018 $153.1 million 1:217 $100,000
Lytle Investments 80 2018 $47.1 million 1:72 $0
The Pacific Group 80 2018 $63.3 million 1:34 $0
Expand Financial Group 80 2018 $25.3 million 1:43 $0
Baker Street Asset Management 80 2018 $50.0 million 1:80 $500,000
Acci Capital 80 2018 $175.0 million 1:13 $100,000
Fisher Financial Advisors 80 2017 $130.7 million 1:102 $0
Monon Wealth Management 80 2018 $102.7 million 1:75 $0
Financial Transparency 80 2018 $216.7 million 1:11 $0
Oak Trail Advisors 80 2018 $202.8 million 1:250 $0
Kleinfelder Capital 80 2017 $129.4 million 1:122 $0
MTM Investment Management 80 2018 $161.6 million 1:86 $500,000
Strategies Wealth Advisors 80 2017 $106.8 million 1:42 $500,000
Livelife Capital Partners 80 2017 $160.9 million 1:116 $0
Blacktower Financial Management (US) 80 2017 $62.8 million 1:32 $0
Generations Wealth Planning 80 2018 $132.0 million 1:39 $500,000
Stephen J. Garry & Associates 80 2018 $70.0 million 1:210 $0
Widmann Financial Services 80 2017 $167.7 million 1:79 $250,000
Oxinas Partners Wealth Management 80 2018 $136.0 million 1:121 $0
Garrison Point Advisors 80 2018 $119.7 million 1:60 $0
J. Safra Sarasin Asset Management (north America) 80 2018 $108.8 million 1:23 $2,000,000
Colonial River Investments 80 2018 $136.3 million 1:40 $0
Integrated Capital Management 80 2018 $131.2 million 1:74 $0
KG&L Capital Management 80 2018 $121.7 million 1:54 $0
Concorde Financial Resources 80 2018 $111.5 million 1:62 $0
Xcel Wealth Management 80 2018 $120.0 million 1:55 $0
American Capital Advisory 80 2018 $109.0 million 1:56 $100,000
BCP Advisors 80 2018 $8.4 million 1:49 $0
Jaykay Wealth Advisors 80 2018 $108.2 million 1:49 $0
Lazari Capital Management 80 2018 $163.6 million 1:69 $0
RFG Wealth Advisory 80 2018 $110.0 million 1:59 $0
Reason Financial 80 2018 $121.4 million 1:94 $30,000
Legacy Financial Group 80 2018 $98.3 million 1:52 $0
Legacy Planning Advisors 80 2018 $104.5 million 1:151 $350,000
Cygnet Financial Freedom House 80 2018 $141.7 million 1:79 $10,000
January Capital Advisors 80 2017 $111.6 million 1:109 $500,000
Delta Investment Management 80 2018 $134.0 million 1:14 $50,000
Lotusgroup Advisors 80 2017 $142.6 million 1:26 $500,000
Scott White Advisors 80 2018 $105.7 million 1:82 $500,000
Westfuller Advisors 80 2017 $98.2 million 1:15 $3,000,000
Evans Capital Management Associates 80 2017 $124.5 million 1:68 $100,000
Gray Equity Management 80 2018 $166.4 million 1:47 $400,000
Altamont Wealth Management 80 2017 $153.7 million 1:24 $1,000,000
Accordant Advisory Group 80 2017 $102.0 million 1:101 $25,000
Uhlmann Investment Management 80 2018 $169.8 million 1:14 $100,000
Holder Wealth Management 80 2018 $129.4 million 1:115 $0
Pinnacle Wealth Management Group 80 2018 $107.5 million 1:78 $500,000
Hobbs Group Advisors 80 2018 $142.2 million 1:59 $100,000
Lucas Group Financial Planners 80 2018 $131.0 million 1:153 $100,000
Game Plan Financial Advisors 80 2018 $115.2 million 1:123 $0
Stuart Chauss√ČE & Associates 80 2017 $143.5 million 1:120 $500,000
Blue Water Wealth 80 2018 $155.2 million 1:96 $25,000
Prostatis Financial Advisors Group 80 2018 $180.0 million 1:90 $0
Latko Wealth Management 80 2018 $107.0 million 1:143 $15,000
Cravens & Company Wealth Management 80 2018 $144.6 million 1:84 $50,000
Omega Wealth Management 80 2018 $98.7 million 1:31 $0
Painter, Smith And Amberg 80 2018 $100.4 million 1:64 $0
Seaside Wealth Management 80 2017 $154.1 million 1:93 $0
United Advisors America Corporation 80 2018 $48.5 million 1:21 $10,000
Siebert Advisornxt 80 2017 $55.8 million 1:6 $5,000
Brixton Capital Wealth Advisors 80 2017 $91.1 million 1:70 $100,000
Silverleaf Advisor Group 80 2017 $368.3 million 1:162 $0
Carma Advisory 80 2017 $559,090.00 1:5 $50,000
Provenio Capital Management 80 2016 $570.3 million 1:24 $0
Hilbert 8 80 2016 $63.8 million 1:15 $1,000,000
Pinnacle Wealth Management 80 2017 $99.9 million 1:144 $0
Family Capital Management 80 2017 $124.1 million 1:70 $0
Variant Private Wealth 80 2017 $95.4 million 1:88 $250,000