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
Firestone Capital Management star 94 1991 $448.2 million 1:43 $500,000
Optifour Integrated Wealth Management star 94 2002 $301.8 million 1:84 $700,000
Reilly Financial Advisors star 94 1999 $1.3 billion 1:193 $500,000
Soundview Advisors star 94 2008 $209.5 million 1:38 $500,000
Financial Focus star 94 2002 $275.8 million 1:48 $2,666,666
Paratus Financial star 94 2005 $1.7 billion 1:26 $0
Financial Wealth Management star 94 2006 $177.0 million 1:173 $200,000
The Humphreys Group star 94 2004 $193.7 million 1:57 $1,000,000
Bernhardt Wealth Management star 94 2000 $398.9 million 1:40 $1,000,000
The Bedminster Group star 94 2001 $144.6 million 1:123 $375,000
Tull Financial Group star 94 2003 $183.6 million 1:117 $0
S.R. Schill & Associates star 94 1987 $168.0 million 1:53 $250,000
Private Asset Management star 94 1992 $696.9 million 1:46 $100,000
Ramsay Stattman Vela & Price star 94 1976 $406.7 million 1:79 $250,000
LJCooper Capital Management star 94 2007 $249.5 million 1:48 $100,000
Naples Global Advisors star 94 2011 $596.9 million 1:17 $1,000,000
Emery Howard star 94 2001 $1.2 billion 1:214 $0
Fischer Financial Services star 94 1988 $259.2 million 1:114 $250,000
Brent Forrest & Associates star 94 2011 $288.7 million 1:335 $500,000
Rockwood Wealth Management star 94 2009 $672.2 million 1:32 $1,000,000
Straightline star 94 2004 $922.5 million 1:403 $0
Halter Ferguson Financial star 94 2000 $142.1 million 1:66 $200,000
Signia Wealth Limited star 94 2011 $1.6 billion 1:4 $5,000,000
Windsor Group star 94 1986 $1.2 billion 1:82 $350,000
Headwater Investment Consulting star 94 2005 $198.3 million 1:124 $0
Greenhaven Associates star 94 1988 $5.4 billion 1:51 $10,000,000
Longview Financial Advisors star 94 2005 $149.4 million 1:31 $0
Circle Advisers star 94 1983 $549.3 million 1:29 $250,000
Mraz, Amerine & Associates star 94 2011 $473.1 million 1:139 $0
Holloway Wealth Management star 94 2006 $213.2 million 1:136 $250,000
Intelligent Capitalworks star 94 2005 $162.2 million 1:19 $2,000,000
Longer Investments star 94 1986 $120.2 million 1:63 $1,000,000
Palladium Registered Investment Advisors star 94 2007 $2.2 billion 1:83 $0
Lowenhaupt Global Advisors star 94 2006 $1.0 billion 1:62 $50,000,000
David Vaughan Investments star 94 1977 $2.4 billion 1:63 $625,000
Rinet Company star 94 1982 $1.8 billion 1:11 $4,000,000
Financial Solutions Advisory Group star 94 2003 $300.0 million 1:30 $250,000
Howard Capital Management star 94 2008 $1.4 billion 1:566 $1,000
Deroy & Devereaux Private Investment Counsel star 94 2002 $1.5 billion 1:18 $2,000,000
Libbie Agran Financial Services & Seminars star 94 1985 $691.9 million 1:75 $500,000
Capital Management Consultants star 94 1988 $118.2 million 1:35 $100,000
Kavar Capital Partners star 94 2011 $557.0 million 1:67 $0
Northeast Investment Management star 94 1984 $1.5 billion 1:199 $500,000
Sigma Investment Counselors star 94 1973 $960.7 million 1:79 $500,000
BakerAvenue star 94 2004 $1.6 billion 1:48 $500,000
Ardent Capital Management star 94 1994 $174.9 million 1:45 $3,000,000
Bender Lane Advisory star 94 2005 $371.4 million 1:27 $0
Fischer Investment Group star 94 1987 $263.3 million 1:44 $0
Thompson Wealth Management star 94 1991 $266.6 million 1:58 $0
Portland Global Advisors star 94 1997 $502.5 million 1:39 $0
Cherry Creek Investment Advisors star 94 1994 $145.0 million 1:100 $0
Cypress Point Wealth Management star 94 2007 $591.4 million 1:33 $3,000,000
Sawtelle Financial Management star 94 2004 $129.2 million 1:118 $0
Herrmann & Cooke Wealth Management star 94 1987 $338.5 million 1:136 $100,000
Mendota Financial Group star 94 2007 $185.3 million 1:35 $0
Jackson Thornton Asset Management star 94 2002 $890.3 million 1:74 $250,000
Manchester Capital Management star 94 1993 $3.4 billion 1:20 $50,000,000
Brave Warrior Advisors star 94 1987 $2.6 billion 1:40 $5,000,000
Silicon Valley Wealth Advisors star 94 1992 $304.6 million 1:55 $200,000
Compass Capital Management star 94 1988 $1.2 billion 1:39 $1,000,000
Lighthouse Financial Services star 94 1988 $248.9 million 1:54 $300,000
Becker Capital Management star 94 1977 $4.0 billion 1:34 $1,000,000
Hyposwiss Advisors star 94 2011 $264.5 million 1:41 $500,000
Goodman Financial Corporation star 94 2002 $386.3 million 1:27 $1,000,000
Schaefer Financial Management star 94 1989 $554.3 million 1:53 $500,000
Financial Management Concepts star 94 2003 $126.2 million 1:85 $100,000
Thor Investment Management star 94 1992 $337.8 million 1:63 $500,000
Astraeus Advisers star 94 2008 $903.3 million 1:7 $25,000,000
Lowery Asset Consulting star 94 2002 $732.3 million 1:19 $5,000,000
Disciplined Equity Management star 94 2004 $182.1 million 1:55 $1,000,000
C.W. O'Conner Wealth Advisors star 94 2006 $230.0 million 1:89 $700,000
John Moore & Associates star 94 1998 $286.8 million 1:66 $0
Pennsylvania Capital Management star 94 1995 $346.8 million 1:35 $1,000,000
Exencial Wealth Advisors star 94 2004 $2.1 billion 1:55 $750,000
Robinson Smith Wealth Advisors star 94 2004 $230.3 million 1:39 $0
Allen Capital Management star 94 2006 $107.1 million 1:30 $300,000
Trellis Advisors star 94 2008 $272.5 million 1:53 $1,000,000
Nichols & Pratt Advisers star 94 1994 $1.6 billion 1:13 $0
Youngs Advisory Group star 94 1996 $400.1 million 1:46 $1,000,000
Allen Investment Management star 94 2003 $5.5 billion 1:12 $1,000,000
Sierra Investment Management star 94 1992 $488.5 million 1:30 $1,000,000
Karpas Strategies star 94 1999 $279.2 million 1:54 $1,000,000
Avalon Capital Management star 94 1992 $200.8 million 1:114 $1,000,000
Wetherby Asset Management star 94 1990 $4.9 billion 1:21 $10,000,000
Envestnet Portfolio Solutions star 94 1993 $17.4 billion 1:1509 $100,000
Baker Ellis Asset Management star 94 2002 $585.9 million 1:61 $1,000,000
Winfield Associates star 94 1997 $212.5 million 1:34 $500,000
Oxford Financial Group star 94 1984 $11.0 billion 1:22 $5,000,000
Lamia Financial Group star 94 2009 $306.6 million 1:75 $500,000
Great Point Wealth Advisors star 94 2009 $336.6 million 1:123 $1,000,000
Raylign Advisory star 94 2007 $142.0 million 1:83 $0
Parsec Financial Management star 94 1981 $2.4 billion 1:58 $400,000
Independence Wealth Advisors star 94 2006 $144.5 million 1:63 $1,000,000
Smith Capital Management star 94 1984 $463.5 million 1:64 $500,000
PBMares Wealth Management star 94 2003 $538.5 million 1:62 $400,000
Miller Investment Management star 94 1998 $2.4 billion 1:21 $0
Manchester Financial star 94 1990 $657.2 million 1:96 $500,000
Altavista Wealth Management star 94 2003 $487.9 million 1:46 $0
Foothills Asset Management star 94 1998 $171.5 million 1:64 $500,000
Heritage Investors Management Corp star 94 1975 $2.3 billion 1:96 $1,000,000