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
The Pacific Financial Group star 95 1983 $2.6 billion 1:703 $10,000
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
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
Baron Financial Group star 94 2007 $203.4 million 1:91 $0
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
Ciccarelli Advisory Services star 94 1985 $814.3 million 1:231 $0
Independence Advisors star 94 2010 $923.2 million 1:38 $2,000,000
Conservative Wealth Management star 94 2006 $235.7 million 1:52 $2,500,000
Cardinal Point Capital Management star 94 2006 $232.7 million 1:26 $1,000,000
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
Century Wealth Management star 94 2007 $296.6 million 1:40 $1,000,000
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
Alpha Omega Investment Advisors star 94 2009 $416.3 million 1:32 $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
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
Soundview Advisors star 94 2008 $209.5 million 1:38 $500,000
Harris Financial Advisors star 94 1994 $453.5 million 1:64 $0
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
Bell Investment Advisors star 94 1999 $459.8 million 1:52 $500,000
Sage Financial Group star 94 2002 $1.8 billion 1:53 $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
Silveroak Wealth Management star 94 2001 $760.4 million 1:49 $250,000
Halter Ferguson Financial star 94 2000 $142.1 million 1:66 $200,000
Ladd Capital Management star 94 1975 $106.5 million 1:25 $500,000
Signia Wealth Limited star 94 2011 $1.6 billion 1:4 $5,000,000
Diesslin Group star 94 1988 $799.8 million 1:44 $800,000
Carroll Financial Associates star 94 1980 $2.5 billion 1:125 $25,000
Windsor Group star 94 1986 $1.2 billion 1:82 $350,000
Headwater Investment Consulting star 94 2005 $198.3 million 1:124 $0
Scott Investment Advisors star 94 2000 $5.0 million 1:12 $20,000
Bullard Mcleod & Associates star 94 1984 $128.3 million 1:42 $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
Firstrust star 94 1999 $155.5 million 1:26 $0
Mraz, Amerine & Associates star 94 2011 $473.1 million 1:139 $0
Anodos Advisors star 94 2006 $649.3 million 1:10 $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
SB Capital Management star 94 2003 $741.4 million 1:52 $100,000
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
Rinet Company star 94 1982 $1.8 billion 1:11 $4,000,000
Howard Capital Management star 94 2008 $1.4 billion 1:566 $1,000
Northern Capital Management star 94 1993 $281.4 million 1:116 $0
Deroy & Devereaux Private Investment Counsel star 94 2002 $1.5 billion 1:18 $2,000,000
Barrett Asset Management star 94 2011 $1.7 billion 1:83 $40,000
Capital Management Consultants star 94 1988 $118.2 million 1:35 $100,000
Premier Asset Management star 94 2001 $546.6 million 1:74 $5,000,000
Kavar Capital Partners star 94 2011 $557.0 million 1:67 $0
Aperio Group star 94 2000 $24.7 billion 1:210 $700,000
Chatham Capital Group star 94 1996 $437.8 million 1:89 $1,000,000
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