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
First Foundation Advisors star 95 1990 $3.9 billion 1:46 $500,000
Byrne Asset Management star 95 2003 $135.9 million 1:29 $0
The Wealth Collaborative star 95 2007 $491.4 million 1:61 $500,000
JE Wilson Advisors star 95 1997 $107.3 million 1:116 $600,000
Griffin Asset Management star 95 1971 $707.2 million 1:592 $0
Capstone Financial Advisors star 95 1999 $1.4 billion 1:62 $1,000,000
Fulcrum Capital star 95 2007 $418.6 million 1:28 $1,000,000
Betterment star 95 2009 $16.4 billion 1:52443 $100,000
Snow Creek Wealth Management star 95 2007 $274.6 million 1:66 $0
Mount Yale Investment Advisors star 95 2006 $1.3 billion 1:807 $100,000
Baldwin & Clarke Advisory Services star 95 1985 $215.9 million 1:29 $150,000
Wealthstream Advisors star 95 2004 $568.5 million 1:130 $1,334,000
Socha Financial Group star 95 1998 $238.9 million 1:130 $0
Berk Cleveland Rathmell Wealth Strategies star 95 2002 $236.8 million 1:40 $250,000
Raskob Kambourian Financial Advisors star 95 1985 $148.4 million 1:22 $526,316
Capital Counsel star 95 1999 $1.5 billion 1:16 $1,000,000
BBR Partners star 95 2000 $15.9 billion 1:18 $20,000,000
Pacific Asset Management star 95 2002 $181.5 million 1:66 $250,000
Fairway Wealth Management star 95 2002 $1.4 billion 1:37 $2,000,000
Barry Investment Advisors star 95 2007 $602.2 million 1:54 $2,000,000
Traphagen Financial Group star 95 1999 $610.2 million 1:153 $0
Dixon, Hubard, Feinour & Brown star 95 1981 $526.6 million 1:85 $500,000
Managed Asset Portfolios star 95 2000 $699.9 million 1:88 $1,000,000
Bigelow Investment Advisors star 95 2007 $294.7 million 1:72 $300,000
SignatureFD star 95 2001 $3.5 billion 1:30 $2,000,000
Financial Advisory Corporation star 95 1989 $563.2 million 1:31 $1,000,000
Beacon Capital Management star 95 2002 $2.8 billion 1:1523 $0
FBB Capital Partners star 95 2000 $1.1 billion 1:91 $500,000
Legacy Capital Partners star 95 1972 $352.3 million 1:38 $600,000
Bristlecone Advisors star 95 1999 $1.2 billion 1:34 $2,000,000
Telarray star 95 2005 $808.3 million 1:46 $0
Accredited Investors Wealth Management star 95 1989 $1.9 billion 1:121 $2,000,000
ML&R Wealth Management star 95 2000 $905.1 million 1:45 $1,000,000
Punch & Associates Investment Management star 95 2002 $1.2 billion 1:60 $250,000
South Street Advisors star 95 1998 $479.3 million 1:20 $1,000,000
Patten and Patten star 95 1976 $1.3 billion 1:655 $500,000
Money Management Services star 95 1992 $234.3 million 1:138 $50,000
Aevitas Wealth Management star 95 2007 $376.8 million 1:69 $0
Godshalk Welsh Capital Management star 95 1991 $210.0 million 1:117 $0
Osborne Partners star 95 1999 $1.4 billion 1:62 $500,000
Financially Speaking star 95 1991 $146.3 million 1:206 $0
Eads & Heald Investment Counsel star 95 1987 $178.4 million 1:68 $250,000
Anchor Investment Management star 95 2005 $491.0 million 1:101 $500,000
Bridge Creek Capital Management star 95 2006 $266.9 million 1:101 $0
SAX Wealth Advisors star 95 2008 $853.2 million 1:80 $500,000
HSC Wealth Advisors star 95 1984 $245.1 million 1:60 $750,000
Cornercap Investment Counsel star 95 1990 $1.1 billion 1:33 $1,000,000
Whitener Capital Management star 95 1987 $220.5 million 1:240 $0
Premier Financial Group star 95 1991 $525.8 million 1:57 $250,000
Clearrock Capital star 95 2007 $442.6 million 1:40 $1,000,000
Doyle Wealth Management star 95 2005 $853.3 million 1:54 $350,000
Hamilton Point Investment Advisors star 95 2007 $460.4 million 1:39 $1,000,000
Grand Wealth Management star 95 2004 $325.9 million 1:22 $500,000
Spectrum Management Group star 95 2010 $523.4 million 1:29 $1,000,000
Sendero Wealth Management star 95 2007 $1.5 billion 1:19 $5,000,000
ZWJ Investment Counsel star 95 1981 $2.1 billion 1:84 $1,000,000
Salem Capital Management star 95 1989 $316.1 million 1:54 $0
Cornerstone Advisory star 95 2007 $1.1 billion 1:96 $500,000
Charter Research & Investment Group star 95 1990 $191.0 million 1:40 $0
Aspen Capital Management star 95 2004 $497.2 million 1:52 $500,000
Summit Portfolio Management star 95 1994 $103.7 million 1:100 $250,000
AssetBuilder star 95 2007 $765.9 million 1:228 $50,000
Circle Wealth Management star 95 2007 $1.7 billion 1:12 $0
Resource Management star 95 1998 $1.2 billion 1:161 $0
McGowan & Co star 95 1999 $307.8 million 1:76 $1,000,000
SKY Investment Group star 95 2005 $416.8 million 1:51 $0
Alta Capital Management star 95 1995 $1.7 billion 1:288 $250,000
Maple Capital Management star 95 2004 $922.5 million 1:75 $500,000
Scott Snow (financial Advisors) LLC star 95 2005 $426.8 million 1:86 $2,000,000
Evart, Young & Hobbs Investment Management star 95 1992 $220.8 million 1:144 $0
Financial Life Focus star 95 2010 $258.5 million 1:49 $100,000
Curran & Lewis Investment Management star 95 2002 $236.1 million 1:87 $100,000
Dividend Assets Capital star 95 2004 $717.5 million 1:155 $250,000
Roof Advisory Group star 95 2004 $476.3 million 1:35 $1,000,000
CPS Investment Advisors star 95 1989 $1.2 billion 1:346 $0
Greene Wealth Management star 95 2005 $806.0 million 1:82 $1,000,000
Ramsey & Associates star 95 1999 $200.8 million 1:28 $750,000
Gardey Financial Advisors star 95 1984 $166.0 million 1:39 $500,000
Mitchell Sinkler & Starr star 95 1972 $1.0 billion 1:45 $2,000,000
Gantzert Investment Co star 95 1996 $243.2 million 1:70 $600,000
Gofen and Glossberg star 95 1997 $4.2 billion 1:238 $1,000,000
Spectrum Financial Management star 95 2003 $140.3 million 1:126 $500,000
David Wendell Associates star 95 1994 $765.3 million 1:92 $500,000
Blue Ocean Strategic Capital star 95 2001 $135.6 million 1:320 $0
Money Matters With Ken Moraif star 95 2011 $4.2 billion 1:229 $0
OMC Financial Services star 95 1987 $131.4 million 1:139 $100,000
Abbot Financial Management star 95 1983 $187.9 million 1:49 $0
Peddock Capital Advisors star 95 2008 $270.4 million 1:22 $0
Etrade Capital Management star 95 2000 $5.7 billion Unknown $5,000
California Financial Advisors star 95 1998 $1.1 billion 1:151 $100,000
Trinity Financial Advisors star 95 2000 $185.9 million 1:16 $0
Grace Capital star 95 2007 $266.2 million 1:115 $0
Yeske Buie star 95 2007 $663.6 million 1:61 $3,000,000
Excelsior Investors star 95 2000 $118.0 million 1:88 $500,000
Covenant Asset Management star 95 1999 $240.5 million 1:81 $0
Retirement Management Systems star 95 2010 $1.1 billion 1:1244 $0
New England Private Wealth Advisors star 95 2005 $1.8 billion 1:42 $2,000,000
WorthPointe star 95 2007 $451.4 million 1:45 $500,000
Offit Capital star 95 2007 $11.6 billion 1:220 $25,000,000
The Lam Group star 95 2004 $290.0 million 1:34 $2,000,000