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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star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Vista Wealth Management star 95 2001 $1.7 billion 1:32 $1,000,000
Jentner Wealth Management star 95 1985 $345.3 million 1:68 $1,500,000
Newman Dignan & Sheerar star 95 1992 $383.3 million 1:70 $500,000
GKV Capital Management CO star 95 1976 $185.9 million 1:51 $500,000
Investec Wealth Strategies star 95 2000 $531.7 million 1:47 $1,000,000
Morgan Dempsey Capital Management star 95 1994 $260.5 million 1:136 $1,000,000
FMB Wealth Management star 95 2002 $304.2 million 1:42 $1,000,000
Next Generation Wealth Management star 95 2008 $307.3 million 1:70 $250,000
Mission Wealth Management star 95 2002 $1.9 billion 1:38 $1,000,000
Canon Capital Investment Advisory star 95 1998 $175.2 million 1:142 $50,000
Johnson Investment Counsel star 95 2001 $10.7 billion 1:86 $500,000
Triangle Securities Wealth Management star 95 2008 $684.8 million 1:44 $100,000
St. Denis J. Villere & Co star 95 1940 $1.9 billion 1:149 $0
Sequoia Financial Advisors star 95 2002 $3.9 billion 1:70 $0
F L Putnam Investment Management Co. star 95 1984 $1.9 billion 1:56 $5,000
Marquis Wealth Management Group star 95 2002 $206.4 million 1:25 $500,000
Waypoint Wealth Partners star 95 2008 $456.7 million 1:28 $0
LWI Financial star 95 1998 $17.2 billion 1:618 $100,000
Sterling Investment Management star 95 1995 $288.5 million 1:34 $500,000
Baldwin Investment Management star 95 1999 $702.6 million 1:35 $1,000,000
Round Table Wealth Management star 95 2001 $1.0 billion 1:13 $800,000
Aviance Capital Partners star 95 2008 $482.9 million 1:41 $500,000
Davidson Capital star 95 2003 $197.3 million 1:37 $0
Eley Financial Management star 95 1989 $231.1 million 1:140 $50,000
Weatherstone Capital Management star 95 2000 $384.9 million 1:458 $25,000
D.F. Dent and Company star 95 1980 $4.2 billion 1:269 $5,000,000
Woodstock Corporation star 95 1968 $638.4 million 1:39 $0
Horizon Advisors star 95 2003 $236.0 million 1:77 $900,000
Tradewinds Capital Management star 95 2008 $764.3 million 1:354 $0
Oak Financial Group star 95 1992 $194.2 million 1:112 $500,000
Lindbrook Capital star 95 2011 $1.2 billion 1:47 $0
Cookson Peirce Wealth Management star 95 1984 $1.4 billion 1:88 $1,000,000
SVA Plumb Wealth Management star 95 2011 $2.6 billion 1:39 $250,000
Parsons Capital Management star 95 1993 $1.3 billion 1:57 $0
Northstar Investment Advisors star 95 1995 $677.4 million 1:59 $2,000,000
Sequent Asset Management star 95 2008 $570.4 million 1:252 $0
Redwood Wealth Management star 95 2008 $631.8 million 1:88 $250,000
South Texas Money Management star 95 2000 $3.4 billion 1:69 $1,000,000
Hill Investment Group star 95 2005 $615.5 million 1:25 $2,000,000
Rubinbrown Advisors star 95 2003 $1.1 billion 1:29 $0
Richard C. Young & Co., Ltd. star 95 1990 $1.0 billion 1:93 $500,000
Private Management Group star 95 1986 $2.6 billion 1:183 $250,000
Wellesley Investment Partners star 95 2007 $409.9 million 1:33 $500,000
Northern Oak Wealth Management star 95 1976 $758.4 million 1:142 $100,000
Leavell Investment Management star 95 1979 $1.6 billion 1:85 $400,000
All Season Financial Advisors star 95 1981 $168.7 million 1:194 $18,750
Pathway Financial Advisors star 95 2005 $522.6 million 1:33 $0
Joel R. Mogy Investment Counsel star 95 1980 $1.0 billion 1:70 $5,000,000
Guardian Investment Management star 95 1976 $244.7 million 1:55 $1,000,000
Everett Harris & Co star 95 1940 $6.9 billion 1:75 $3,000,000
Tiedemann Advisors star 95 2009 $13.9 billion 1:6 $0
Cadinha & Co star 95 2000 $1.4 billion 1:349 $1,000,000
Centerpoint Wealth Management star 95 2002 $160.7 million 1:49 $375,000
Hammond Investment Planning Corporation star 95 2001 $214.5 million 1:53 $500,000
Diversified Management star 95 1994 $1.0 billion 1:48 $500,000
Laurel Wealth Advisors star 95 2011 $1.2 billion 1:100 $100,000
GGM Wealth Advisors star 95 1996 $324.4 million 1:41 $250,000
Schaper Benz & Wise Investment Counsel star 95 1992 $827.6 million 1:27 $1,500,000
AZA Capital Management star 95 1997 $184.0 million 1:94 $500,000
Crossvault Capital Management star 95 2000 $317.5 million 1:47 $500,000
Hall Capital Partners star 95 1995 $36.3 billion 1:7 $114,285,714
Monument Group Wealth Advisors star 95 2001 $276.9 million 1:51 $1,000,000
Koss Olinger Consulting star 95 2000 $747.8 million 1:87 $1,000,000
Minneapolis Portfolio Management Group star 95 2004 $974.1 million 1:957 $500,000
FAI Wealth Management star 95 1988 $328.6 million 1:56 $500,000
Capital Advisors star 95 1978 $2.2 billion 1:66 $500,000
Medley & Brown star 95 2005 $650.9 million 1:104 $500,000
Clifford Swan Investment Counselors star 95 1999 $2.8 billion 1:71 $1,000,000
Holderness Investments Co star 95 1995 $257.5 million 1:55 $1,000,000
Minis & Company star 95 2007 $607.6 million 1:52 $500,000
Gould Asset Management star 95 2004 $521.3 million 1:48 $500,000
Stillwater Investment Management star 95 2004 $384.6 million 1:301 $350,000
Sensible Financial Planning and Management star 95 2005 $426.2 million 1:36 $5,000
Berkshire Money Management star 94 2003 $470.9 million 1:65 $5,000
Nadler Financial Group star 94 2002 $749.3 million 1:87 $200,000
Sheets Smith Wealth Management star 94 1988 $724.6 million 1:38 $500,000
Grandfield & Dodd star 94 2001 $1.2 billion 1:548 $1,000,000
Bowling Portfolio Management star 94 2004 $616.2 million 1:136 $300,000
Rock Point Advisors star 94 2004 $319.5 million 1:75 $500,000
AMI Asset Management Corp star 94 1994 $1.7 billion 1:131 $500,000
J.W. Burns & Company star 94 1977 $501.3 million 1:151 $250,000
Mill Creek Capital Advisors star 94 2006 $5.6 billion 1:17 $3,000,000
Efficient Frontier Advisors star 94 2001 $325.1 million 1:16 $25,000,000
BKD Wealth Advisors star 94 1999 $3.1 billion 1:33 $500,000
Conservative Wealth Management star 94 2006 $235.7 million 1:52 $2,500,000
FCA Corp star 94 1984 $434.7 million 1:19 $100,000
Goodreid Investment Counsel Corp star 94 2008 $227.3 million 1:40 $500,000
Fortigent star 94 2006 $2.1 billion 1:109 $100,000
Triad Investment Management star 94 2008 $106.6 million 1:16 $1,000,000
Mitchell, Mcleod, Pugh & Williams star 94 2006 $1.0 billion 1:99 $0
Choate Investment Advisors star 94 1996 $4.5 billion 1:101 $10,000,000
TFO Phoenix star 94 2011 $2.8 billion 1:8 $10,000
Caplan Financial Group star 94 2007 $178.1 million 1:84 $0
J.P. King Advisors star 94 2001 $445.4 million 1:72 $0
MRA Associates star 94 2009 $2.3 billion 1:24 $2,000,000
The Chartist star 94 1976 $219.9 million 1:179 $100,000
Beacon Rock Partners star 94 2005 $199.3 million 1:82 $0
Carlton, Hofferkamp and Jenks Wealth Management star 94 2010 $310.7 million 1:104 $500,000
The Legacy Financial Group star 94 2005 $266.0 million 1:196 $0
Barton Investment Management star 94 2006 $536.2 million 1:41 $1,000,000