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 Headquarters Download
Symmetry Partners star 99 2002 $4.4 billion 1:518 $0 Glastonbury Report
Wedgewood Partners star 98 1988 $1.6 billion 1:191 $1,000,000 St. Louis Report
Summit Financial Strategies star 98 1995 $1.2 billion 1:66 $333,333 Columbus Report
Strategic Capital Advisers star 98 2000 $3.7 billion 1:21 $0 Denver Report
Guided Choice Asset Management star 98 2002 $15.6 billion 1:31069 $0 San Diego Report
Affinity Investment Advisors star 98 1992 $1.0 billion 1:25 $250,000 Newport Beach Report
Callan Associates star 98 1973 $25.8 billion 1:5 $0 SF Report
Corda Investment Management star 98 1999 $1.0 billion 1:90 $500,000 Houston Report
EPG Incorporated star 98 1996 $2.8 billion 1:4 $0 Wellesley Report
Alan Biller and Associates star 98 1995 $42.6 billion 1:10 $0 Menlo Park Report
Mainstay Capital Management star 98 2000 $2.5 billion 1:241 $200,000 Grand Blanc Report
Smith, Salley & Associates star 98 2003 $1.4 billion 1:41 $250,000 Greensboro Report
Vista Capital Partners star 98 2001 $1.4 billion 1:39 $2,000,000 Portland Report
Frontier Asset Management star 98 2001 $3.2 billion 1:1317 $100,000 Sheridan Report
Steele Capital Management star 98 1995 $1.9 billion 1:140 $0 Dubuque Report
Personal Capital Advisors Corporation star 97 2011 $7.9 billion 1:115 $100,000 SF Report
Muhlenkamp & Co. star 97 1981 $300.6 million 1:14 $100,000 Wexford Report
Lateef Investment Management star 97 1974 $1.1 billion 1:199 $1,000,000 San Rafael Report
Highland Consulting Associates star 97 1994 $13.4 billion 1:3 $0 Westlake Report
Thompson Investment Management star 97 2003 $3.4 billion 1:57 $100,000 Madison Report
Redhawk Wealth Advisors star 97 2008 $1.1 billion 1:59 $5,000 Bloomington Report
Brick Capital Management star 97 1992 $2.5 billion 1:25 $0 East Lansing Report
Iron Financial star 97 1994 $3.7 billion 1:29 $100,000 Northbrook Report
Rocaton Investment Advisors star 97 2002 $10.0 billion 1:2 $0 Norwalk Report
H.M. Payson star 97 1966 $3.6 billion 1:160 $50,000 Portland Report
ALM First Financial Advisors star 97 2000 $20.1 billion 1:10 $0 Dallas Report
CCM Investment Advisers star 97 1987 $2.6 billion 1:106 $0 Columbia Report
Horizon Investments star 97 2000 $3.2 billion 1:152 $25,000 Charlotte Report
Smith Shellnut Wilson star 97 1995 $2.3 billion 1:39 $500,000 Madison Report
RNC Genter Capital Management star 97 1998 $3.7 billion 1:21062083 $1,000,000 Los Angeles Report
Wall & Associates star 97 1992 $1.1 billion 1:45 $0 Phoenix Report
Bahl & Gaynor star 97 1990 $11.7 billion 1:63 $750,000 Cincinnati Report
Saratoga Research & Investment Management star 97 2000 $2.1 billion 1:270 $100,000 Saratoga Report
Cliffwater star 97 2004 $1.4 billion 1:2 $0 Marina Del Rey Report
BerganKDV Wealth Management star 97 2007 $1.4 billion 1:44 $0 Bloomington Report
Navellier & Associates star 97 1987 $1.5 billion 1:2929 $0 Reno Report
Heck Capital Advisors star 97 2007 $4.2 billion 1:57 $1,000,000 Rhinelander Report
Anchor Capital Advisors star 97 1983 $3.4 billion 1:36 $0 Boston Report
Foundation Resource Management star 97 2001 $1.7 billion 1:27 $2,000,000 Little Rock Report
Sage Advisory Services CO star 97 1996 $10.8 billion 1:41 $100,000 Austin Report
Water Walker Investments star 97 2001 $3.5 billion 1:1 $0 Tampa Report
Fuller & Thaler Asset Management star 97 1993 $8.7 billion 1:90 $1,000,000 San Mateo Report
Minneapolis Portfolio Management Group star 97 2004 $1.1 billion 1:673 $500,000 Minneapolis Report
Baxter Capital Management star 96 1979 $507.8 million 1:5 $2,500,000 Indianapolis Report
Northwest Investment Consulting star 96 1994 $353.3 million 1:4 $1,200,000 Report
Morningstar Investment Services star 96 2001 $11.1 billion 1:2924 $0 Report
Cambridge Associates star 96 1978 $149.9 billion 1:2 $0 Boston Report
Cardinal Capital Management star 96 2003 $1.5 billion 1:188 $500,000 Winnipeg Report
Compass Analytics star 96 2004 $16.4 billion 1:4 $0 SF Report
Tandem Investment Advisors star 96 2000 $518.3 million 1:379 $500,000 Charleston Report
Essex star 96 1997 $285.3 million 1:84 $0 Deer Park Report
Sharkey Howes & Javer star 96 1991 $785.1 million 1:109 $100,000 Denver Report
Lindner Capital Advisors star 96 1997 $593.4 million 1:183 $100,000 Marietta Report
Research Affiliates star 96 2002 $42.4 billion 1:2 $0 Newport Beach Report
Wilshire Associates Incorporated star 96 1990 $47.7 billion 1:95684 $1,000,000 Santa Monica Report
KDP Asset Management star 96 2000 $439.9 million 1:29 $3,000,000 Montpelier Report
Marsico Capital Management star 96 1997 $3.2 billion 1:10 $0 Denver Report
Paul Manners & Associates star 96 1979 $285.1 million 1:142 $500,000 Atlanta Report
Becker Capital Management star 96 1977 $4.2 billion 1:32 $1,000,000 Portland Report
Prentiss Smith & Company star 96 1982 $439.8 million 1:111 $400,000 Brattleboro Report
Redwood Investments star 96 2004 $2.2 billion 1:26 $1,000,000 Newton Report
Bridgeway Capital Management star 96 1993 $9.4 billion 1:2 $10,000,000 Houston Report
Dodge & Cox star 96 1959 $316.0 billion 1:189 $10,000,000 SF Report
Advisors Management Group star 96 1989 $413.4 million 1:139 $0 La Crosse Report
SEM Wealth Management star 96 1998 $421.8 million 1:401 $50,000 Tucson Report
Matson Money star 96 1991 $16.8 billion 1:10580 $0 Mason Report
Montag & Caldwell star 96 1980 $3.6 billion 1:47 $1,000,000 Atlanta Report
Curcio Webb star 96 1999 $612.4 million 1:9 $0 Pennington Report
The London Company of Virginia star 96 1994 $10.7 billion 1:301 $10,000,000 Richmond Report
Alpha Capital Management star 96 2002 $572.4 million 1:109 $100,000 Austin Report
FiduciaryVest star 96 2005 $15.2 billion 1:1 $5,000,000 Atlanta Report
London and Capital Wealth Advisers star 96 2005 $1.7 billion 1:51 $500,000 Report
Dover Partners star 96 1989 $336.8 million 1:19 $1,000,000 Dayton Report
Chevy Chase Trust Company star 96 1997 $30.0 billion 1:30 $3,000,000 Bethesda Report
WrapManager star 96 2000 $341.2 million 1:37 $500,000 SF Report
Barnett & Co star 96 1984 $264.1 million 1:44 $500,000 Chattanooga Report
Mairs & Power star 96 1961 $9.9 billion 1:59 $2,000,000 St Paul Report
C.W. Henderson & Associates star 96 1991 $3.2 billion 1:151 $1,000,000 Chicago Report
D.B. Fitzpatrick star 96 1984 $518.2 million 1:32 $200,000 Boise Report
Bessemer Investment Management star 96 2001 $34.6 billion 1:1 $0 Report
Compton Capital Management star 96 1991 $498.6 million 1:85 $0 Providence Report
NorthCoast Asset Management star 96 2000 $1.8 billion 1:276 $0 Greenwich Report
Aspect Capital Limited star 96 2003 $2.2 billion 1:1 $0 Report
Retirement Funding Advisors star 96 1995 $559.1 million 1:44 $0 Troy Report
Northwest Capital Management star 96 1999 $3.4 billion 1:34 $0 Tigard Report
Longfellow Investment Management Co. star 96 1986 $11.1 billion 1:8 $0 Boston Report
ProNvest star 96 2002 $869.9 million 1:41788 $0 Chattanooga Report
Penn Capital Management Company star 96 1988 $4.2 billion 1:88 $1,000,000 Philadelphia Report
Alesco Advisors star 96 2000 $3.3 billion 1:134 $3,000,000 Pittsford Report
Polaris Capital Management star 96 1993 $11.7 billion 1:3 $500,000,000 Boston Report
Certified Advisory Corp star 96 2002 $1.2 billion 1:111 $100,000 Altamonte Springs Report
Randolph Co. star 96 1986 $622.0 million 1:11 $1,000,000 Cincinnati Report
Stonebridge Capital Advisors star 96 1997 $1.2 billion 1:1153 $0 St Paul Report
SBI Funds Management Private Limited star 96 2007 $5.4 billion 1:4 $39,000 Mumbai Report
INR Advisory Services star 96 2005 $1.1 billion 1:145 $50,000 Media Report
Billeaud Capital Management star 96 1998 $387.0 million 1:54 $250,000 Lafayette Report
Fisher Investments star 96 1987 $96.0 billion 1:45 $500,000 Camas Report
Wolf Group Capital Advisors star 96 2002 $290.4 million 1:78 $500,000 Fairfax Report
Colorado Financial Management star 96 1999 $1.5 billion 1:73 $0 Boulder Report
Oak Tree Advisory Services star 96 1985 $284.7 million 1:90 $0 Report


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