Best Financial Advisor Firms

Here is a summary ranking of the best SEC-regulated RIAs in the United States. Learn more about our mission.


Share

star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Financial Service Group star 95 1992 $196.3 million 1:56 $0
Market Street Wealth Management Advisors star 95 2004 $315.4 million 1:42 $172,414
Column Capital Advisors star 95 2005 $820.2 million 1:23 $1,000,000
Investment Management of Virginia star 95 2000 $448.7 million 1:82 $500,000
Gillespie Robinson & Grimm star 95 1970 $1.1 billion 1:52 $0
WebsterRogers Financial Advisors star 95 2002 $208.1 million 1:41 $250,000
Heron Wealth star 95 2008 $314.2 million 1:43 $500,000
Financial Symmetry star 95 2004 $413.6 million 1:59 $282,352
Karp Capital Management Corporation star 95 2006 $352.4 million 1:126 $500,000
Terril & Company star 95 1980 $693.8 million 1:151 $250,000
Tealwood Asset Management star 95 1987 $388.1 million 1:45 $250,000
Chicago Partners Investment Group star 95 2008 $1.7 billion 1:37 $1,000,000
Callahan Advisors star 95 2003 $516.9 million 1:48 $0
SigFig Wealth Management star 95 2011 $485.1 million 1:1117 $2,000
Southeast Asset Advisors star 95 1992 $2.0 billion 1:36 $1,000,000
Ensemble Capital Management star 95 1997 $780.8 million 1:32 $2,000
Townsend Asset Management Corp star 95 1982 $257.2 million 1:61 $0
Brookmont Capital Management star 95 2007 $300.7 million 1:15 $500,000
Argent Capital Management star 95 1998 $2.6 billion 1:252 $500,000
Personal Investment Management star 95 1981 $347.5 million 1:112 $100,000
Successful Money Strategies star 95 1993 $143.8 million 1:236 $100,000
Atlas Capital Advisors star 95 2006 $438.1 million 1:13 $1,000,000
Peter B. Cannell & Co. star 95 1986 $3.1 billion 1:1386 $2,000,000
Homrich Berg star 95 1989 $5.5 billion 1:58 $1,000,000
SEIA star 95 1999 $6.2 billion 1:80 $250,000
Day & Ennis star 95 2003 $249.7 million 1:56 $0
Nelson Roberts Investment Advisors star 95 2004 $516.0 million 1:38 $1,000,000
True Measure Wealth Management star 95 2001 $141.1 million 1:93 $0
Phillips Financial star 95 2004 $915.6 million 1:61 $0
Parker Investment Management star 95 1999 $337.3 million 1:182 $0
Ferguson Johnson Wealth Management star 95 1999 $171.6 million 1:60 $500,000
All Star Financial star 95 1992 $543.8 million 1:72 $500,000
Cooper/Haims Advisors star 95 2002 $486.2 million 1:56 $1,000,000
Investment Advisory Professionals star 95 1999 $195.0 million 1:44 $500,000
Bromfield Financial Advisory Group star 95 2006 $293.4 million 1:58 $1,000,000
NewFocus Financial Group star 95 2004 $503.7 million 1:53 $0
Lenox Wealth Management star 95 2004 $541.2 million 1:48 $588,235
Marotta Wealth Management star 95 2004 $365.5 million 1:41 $1,500,000
MCS Family Wealth Advisors star 95 1990 $171.9 million 1:38 $2,000,000
Vista Wealth Management star 95 2001 $1.7 billion 1:32 $1,000,000
Eagle Capital Management star 95 2000 $294.0 million 1:107 $0
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
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt star 95 1990 $2.0 billion 1:78 $500,000
Investec Wealth Strategies star 95 2000 $531.7 million 1:47 $1,000,000
Creekside Partners Financial Advisers star 95 2008 $381.4 million 1:91 $466,666
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
Briaud Financial Advisors star 95 1988 $548.2 million 1:56 $1,000,000
Glassman Wealth Services star 95 2009 $1.4 billion 1:35 $2,000,000
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
Advisors Capital Management star 95 2003 $2.1 billion 1:270 $300,000
BLB & B Advisors star 95 2006 $1.2 billion 1:83 $100,000
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 $2.3 billion 1:50 $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
FJY Financial star 95 2006 $493.3 million 1:49 $0
Financial Synergies star 95 1987 $768.6 million 1:61 $1,000,000
Carmichael Hill & Associates star 95 1989 $175.8 million 1:60 $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
LAU Associates star 95 1985 $650.0 million 1:54 $0
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 $675.9 million 1:31 $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 1:63 $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
Altium Wealth Management star 95 2010 $1.2 billion 1:80 $1,000,000
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
Republic Wealth Advisors star 95 2002 $204.1 million 1:48 $1,000,000
Hill Investment Group star 95 2005 $615.5 million 1:28 $2,000,000
Rubinbrown Advisors star 95 2003 $1.1 billion 1:29 $0
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
NBZ Investment Advisors star 95 2003 $195.1 million 1:30 $0
Joel R. Mogy Investment Counsel star 95 1980 $1.0 billion 1:105 $5,000,000
Droms Strauss Wealth Management star 95 1998 $435.0 million 1:75 $400,000
Guardian Investment Management star 95 1976 $244.7 million 1:55 $1,000,000