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
Nottingham Advisors star 95 1982 $1.2 billion 1:312 $100,000 Buffalo Report
Verus Advisory star 95 1989 $4.9 billion 1:2 $0 Seattle Report
Independent Portfolio Consultants star 95 2002 $2.0 billion 1:300 $200,000 Boca Raton Report
Todd Asset Management star 95 1998 $3.8 billion 1:43 $0 Louisville Report
Shenkman Capital Management star 95 1985 $27.3 billion 1:2 $0 New York Report
Clearwater Advisors star 95 2001 $6.8 billion 1:11 $0 Boise Report
Morrison Fiduciary Advisors star 95 2003 $1.4 billion 1:9 $0 Pittsburgh Report
Heber Fuger Wendin star 95 1940 $4.4 billion 1:9 $250,000 Bloomfield Hills Report
Conrad Siegel Investment Advisors star 95 2003 $5.2 billion 1:6 $555,555 Harrisburg Report
LM Capital Group star 95 2002 $4.9 billion 1:1 $20,000,000 San Diego Report
Dolan Mceniry Capital Management star 95 1997 $6.3 billion 1:5 $1,000,000 Chicago Report
Dearborn Partners star 95 1997 $2.1 billion 1:185 $100,000 Chicago Report
Donald Smith & Co. star 95 1975 $4.7 billion 1:1 $25,000,000 New York Report
Concord Investment Management star 95 2000 $197.0 million 1:2 $1,500,000 New York Report
Argus Investors' Counsel star 95 1960 $221.6 million 1:4 $1,000,000 Stamford Report
Hoisington Investment Management Co. star 95 1980 $4.3 billion 1:1 $1,000,000 Austin Report
Cook Street Consulting star 95 1981 $4.2 billion 1:5 $0 Greenwood Village Report
BPS Capital Management star 95 2002 $3.2 billion 1:2 $0 Bloomington Report
Lamco Advisory Services star 95 1991 $2.7 billion 1:26 $1,000,000 Lake Mary Report
Clark Capital Management Group star 95 1986 $7.3 billion 1:1285 $0 Philadelphia Report
St. James Investment Company star 95 2003 $1.4 billion 1:431 $100,000 Dallas Report
Pittenger & Anderson star 95 2000 $1.5 billion 1:97 $250,000 Lincoln Report
Tolleson Private Wealth Management star 95 2000 $5.6 billion 1:8 $10,000,000 Dallas Report
Pinnacle Advisory Group star 95 1993 $2.1 billion 1:66 $500,000 Columbia Report
Fiduciary Counselors star 95 1999 $19.2 billion 1:2 $0 Washington Report
New Providence Asset Management star 95 2006 $2.7 billion 1:2 $1,000,000 New York Report
John W. Bristol & Co. star 95 1978 $3.9 billion 1:3 $10,000,000 New York Report
Bott-Anderson Partners star 95 2003 $1.7 billion 1:8 $3,571,429 Ponte Vedra Beach Report
Marquette Associates star 95 1997 $4.1 billion 1:335 $0 Chicago Report
Steven M Berman Investment Advisors star 95 2004 $1.1 billion 1:45 $2,000,000 Report
Cornerstone Advisors star 95 1984 $3.7 billion 1:24 $-1 Bellevue Report
Investment Consulting Group star 95 1991 $1.8 billion Unknown $500,000 Davenport Report
Lighthouse Financial Services star 95 1988 $253.6 million 1:73 $300,000 Brea Report
Sandler Capital Management star 95 1988 $1.7 billion 1:1 $1,000,000 New York Report
Betterment star 95 2009 $14.1 billion 1:36227 $100,000 New York Report
Retirement Fund Management star 95 2008 $540.3 million 1:2 $5,000,000 Report
DHK Financial Advisors star 95 1993 $1.3 billion 1:4 $0 Portsmouth Report
Managed Asset Portfolios star 95 2000 $664.1 million 1:85 $1,000,000 Rochester Report
Bigelow Investment Advisors star 95 2007 $297.0 million 1:58 $300,000 Portland Report
Newsouth Capital Management star 95 1985 $4.3 billion 1:13 $10,000,000 Memphis Report
JRM Investment Counsel star 95 2006 $395.3 million 1:50 $833,333 Report
QCI Asset Management star 95 1977 $3.2 billion 1:79 $300,000 Pittsford Report
Ascensus Investment Advisors star 95 2002 $66.3 billion 1:22 $0 Newton Report
Beacon Capital Management star 95 2002 $2.7 billion 1:1364 $0 Report
FBB Capital Partners star 95 2000 $1.1 billion 1:353 $500,000 Bethesda Report
Mainstreet Advisors star 95 2008 $1.1 billion 1:5 $0 Chicago Report
Hotchkis and Wiley Capital Management star 95 2001 $32.7 billion 1:1 $15,000,000 Los Angeles Report
Fourth Street Performance Partners star 95 1992 $5.0 billion 1:14 $0 Covington Report
Bridge Creek Capital Management star 95 2006 $284.6 million 1:94 $0 Barnstable Report
RE Advisers Corporation star 95 1990 $10.5 billion 1:2 $5,000,000 Arlington Report
Miles Capital star 95 1982 $4.7 billion 1:16 $50,000 West Des Moines Report
International Value Advisers star 95 2008 $19.1 billion 1:18 $50,000,000 New York Report
Miller Value Partners star 95 1999 $2.6 billion 1:5 $5,000,000 Baltimore Report
Nutter Investment Advisors star 95 1988 $1.5 billion 1:8 $0 Boston Report
Appleton Partners star 95 1987 $9.1 billion 1:47 $1,000,000 Boston Report
Partners Capital Investment Group star 95 2002 $11.8 billion 1:34 $25,000,000 Boston Report
Evart, Young & Hobbs Investment Management star 95 1992 $220.8 million 1:140 $0 Redwood City Report
Meketa Investment Group star 95 1979 $8.4 billion 1:3 $0 Westwood Report
Strategic Capital Allocation Group star 95 2001 $1.9 billion 1:5 $1,000,000 Boston Report
Gardey Financial Advisors star 95 1984 $185.1 million 1:36 $500,000 Saginaw Report
Public Trust Advisors star 95 2011 $30.9 billion 1:1 $250,000 Denver Report
Beaumont Financial Partners star 95 2000 $2.0 billion 1:33 $1,000,000 Needham Report
Fulcrum Asset Management L star 95 2011 $6.4 billion 1:1 $5,000,000 Report
Iron Capital Advisors star 95 2003 $4.0 billion 1:173 $0 Atlanta Report
California Financial Advisors star 95 1998 $1.1 billion 1:292 $100,000 San Ramon Report
Harbourvest Partners star 95 1996 $50.4 billion 1:1 $0 Boston Report
Attucks Asset Management star 95 2002 $1.5 billion 1:8 $2,000,000 Chicago Report
Pacific Portfolio Consulting star 95 2006 $3.6 billion 1:28 $500,000 Seattle Report
Alaska Permanent Capital Management CO star 95 1991 $2.3 billion 1:33 $0 Anchorage Report
Mountain Pacific Investment Advisers star 95 1977 $1.1 billion 1:58 $1,000,000 Boise Report
Cartica Management star 95 2008 $3.4 billion 1:1 $0 Washington Report
Cambria Investment Management star 95 2010 $1.1 billion 1:218 $100,000 El Segundo Report
Sage Capital Advisors star 95 2005 $275.9 million 1:23 $0 Sioux Falls Report
SigFig Wealth Management star 95 2011 $308.0 million 1:499 $2,000 SF Report
Patterson & Associates star 95 1994 $5.5 billion 1:15 $5,000,000 Austin Report
Successful Money Strategies star 95 1993 $139.9 million 1:232 $100,000 Fall River Report
Griffin Portfolio Management Corp star 95 1993 $138.4 million 1:54 $500,000 Farmington Hills Report
Lowell Blake & Associates star 95 1974 $535.4 million 1:113 $0 Boston Report
Ponder Investment Co. star 95 1987 $1.5 billion 1:18 $0 Brentwood Report
Boyd Watterson Asset Management star 95 2000 $6.7 billion 1:42 $0 Cleveland Report
Greenspring Wealth Management star 95 2007 $3.2 billion 1:21 $400,000 Towson Report
Three Peaks Capital Management star 95 2003 $1.1 billion 1:5 $0 Castle Rock Report
Axia Advisory Corp star 95 1992 $1.2 billion 1:14 $0 Indianapolis Report
F L Putnam Investment Management Co. star 95 1984 $1.8 billion 1:65 $5,000 Wellesley Report
Timberland Investment Resources star 95 2004 $1.6 billion 1:1 $0 Atlanta Report
LWI Financial star 95 1998 $17.2 billion 1:618 $100,000 San Jose Report
Summit Strategies Group star 95 1995 $3.9 billion 1:67 $1,000,000 Clayton Report
Madison Investment Advisors star 95 1996 $10.2 billion 1:238 $500,000 Madison Report
Cornerstone Advisors Asset Management star 95 2006 $5.7 billion 1:13 $500,000 Bethlehem Report
Concord Advisory Group star 95 1991 $23.1 billion 1:1 $10,000,000 Princeton Report
Leavell Investment Management star 95 1979 $1.6 billion 1:73 $400,000 Mobile Report
ICapital star 95 2002 $587.0 million 1:29 $25,000 Boston Report
G & R Investment Consultants star 95 1980 $1.2 billion 1:13 $0 Report
Strategic Investment Counsel Corp star 95 1996 $3.8 billion 1:5 $2,000,000 Report
Plante Moran Financial Advisors star 95 1993 $15.0 billion 1:25 $777,778 Southfield Report
The Pacific Financial Group star 95 1983 $2.6 billion 1:677 $10,000 Bellevue Report
Pension Consultants star 95 1999 $3.4 billion 1:4 $10,000,000 Springfield Report
Capital Directions star 95 2000 $2.3 billion 1:171 $150,000 Sandy Springs Report
Sawyer Falduto Asset Management star 94 2007 $2.6 billion 1:29 $0 Elmhurst Report
AMI Asset Management Corp star 94 1994 $1.7 billion 1:110 $500,000 Los Angeles Report


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