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
Macguire, Cheswick & Tuttle Investment Counsel star 95 2002 $565.8 million 1:75 $1,000,000
Baldrige Asset Management star 95 2000 $359.7 million 1:113 $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
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
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
Carnegie Investment Counsel star 95 2009 $1.8 billion 1:62 $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
Meld Financial star 95 2004 $346.8 million 1:70 $50,000
Minneapolis Portfolio Management Group star 95 2004 $974.1 million 1:957 $500,000
New Capital Management star 95 2004 $312.0 million 1:44 $266,667
Formula Folio Investments star 95 2011 $3.2 billion 1:1126 $25,000
FAI Wealth Management star 95 1988 $328.6 million 1:56 $500,000
Fee-Only Financial Planning star 95 2001 $239.5 million 1:68 $1,000,000
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
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
Harvey Capital Management star 94 1996 $316.8 million 1:59 $300,000
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
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
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 1:126 $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
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
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
Longview Financial Advisors star 94 2005 $149.4 million 1:31 $0
Praetorian Guard star 94 2008 $188.0 million 1:44 $1,000,000
Circle Advisers star 94 1983 $549.3 million 1:29 $250,000
Firstrust star 94 1999 $155.5 million 1:26 $0
Watermark Asset Management star 94 2000 $408.1 million 1:52 $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