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
CRI Securities star 84 2003 $1 billion 1:36 $50,000 St Paul Report
BerganKDV Wealth Management star 84 2007 $1 billion 1:44 $0 Bloomington Report
Anchor Capital Advisors star 84 1983 $3 billion 1:36 $0 Boston Report
Saturna Capital Corporation star 84 1989 $3 billion 1:4 $0 Bellingham Report
Sentinel Pension Advisors star 84 1998 $5 billion 1:30 $25,000 Wakefield Report
Smith, Salley & Associates star 84 2003 $1 billion 1:38 $250,000 Greensboro Report
Fidelity Management & Research Company star 84 1971 $295 billion 1:1 $0 Report
Davidson Investment Advisors star 84 1975 $2 billion 1:154 $100,000 Great Falls Report
Parametric Portfolio Associates star 84 2001 $225 billion 1:325 $5,000,000 Seattle Report
Penn Capital Management Company star 84 1988 $4 billion 1:88 $1,000,000 Philadelphia Report
Alesco Advisors star 84 2000 $3 billion 1:134 $3,000,000 Pittsford Report
Arvest Wealth Management star 84 2005 $2 billion 1:29 $50,000 Lowell Report
Brinker Capital star 84 1988 $22 billion 1:965 $100,000 Berwyn Report
Comerica Securities star 84 2005 $1 billion 1:21 $50,000 Detroit Report
Minneapolis Portfolio Management Group star 84 2004 $1 billion 1:673 $500,000 Minneapolis Report
Honkamp Krueger Financial Services star 84 1996 $3 billion 1:90 $50,000 Dubuque Report
SJS Investment Services star 83 1995 $2 billion 1:54 $1,000,000 Sylvania Report
Cardinal Capital Management star 83 2003 $2 billion 1:1019 $500,000 Winnipeg Report
Redhawk Wealth Advisors star 83 2008 $1 billion 1:59 $5,000 Bloomington Report
Brick Capital Management star 83 1992 $3 billion 1:25 $0 East Lansing Report
Iron Financial star 83 1994 $4 billion 1:29 $100,000 Northbrook Report
Cohen & Steers Capital Management star 83 1986 $62 billion 1:1 $20,000,000 New York Report
Pinnacle Advisory Group star 83 1993 $2 billion 1:66 $500,000 Columbia Report
Northern Trust Investmentsorporated star 83 1988 $837 billion 1:1140 $0 Chicago Report
Third Avenue Management star 83 1986 $4 billion 1:13 $1,000,000 New York Report
Cambridge Associates star 83 1994 $2 billion 1:2 $0 Report
Thomas White International star 83 1992 $2 billion 1:683 $5,000,000 Chicago Report
Dorsey, Wright & Associates star 83 1987 $563 million 1:60 $0 Richmond Report
First Trust Advisors star 83 1991 $119 billion 1:6 $100,000 Wheaton Report
BMO Harris Financial Advisors star 83 2005 $4 billion 1:93 $75,000 Chicago Report
Beacon Capital Management star 83 2002 $3 billion 1:1909 $0 Report
Bridgeway Capital Management star 83 1993 $9 billion 1:2 $10,000,000 Houston Report
Neuberger Berman Investment Advisers star 83 2003 $248 billion 1:54 $0 New York Report
PFM Asset Management star 83 2001 $85 billion 1:1 $0 Harrisburg Report
Grantham Mayo VAN Otterloo & CO star 83 1979 $69 billion 1:1 $5,000,000 Boston Report
PNC Investments star 83 2003 $15 billion 1:72 $10,000 Pittsburgh Report
RE Advisers Corporation star 83 1990 $11 billion 1:2 $5,000,000 Arlington Report
AMG Funds star 83 1999 $37 billion 1:58 $0 Greenwich Report
Jensen Investment Management star 83 1988 $8 billion 1:70 $1,000,000 Lake Oswego Report
Montag & Caldwell star 83 1980 $4 billion 1:47 $1,000,000 Atlanta Report
Wells Capital Management star 83 1984 $347 billion 1:727 $5,000,000 SF Report
The London Company of Virginia star 83 1994 $11 billion 1:301 $10,000,000 Richmond Report
Blackstone Alternative Asset Management star 83 1996 $66 billion 1:1 $0 New York Report
Brighthouse Investment Advisers star 83 1994 $140 billion 1:952 Report
Doubleline Capital star 83 2009 $118 billion 1:1 $100,000,000 Glendale Report
Artisan Partners Limited Partnership star 83 2009 $116 billion 1:1 $20,000,000 Milwaukee Report
Foundation Resource Management star 83 2001 $2 billion 1:27 $2,000,000 Little Rock Report
Waddell & Reed Investments star 83 1992 $19 billion 1:1 $0 Report
Sage Advisory Services CO star 83 1996 $11 billion 1:41 $100,000 Austin Report
Mairs & Power star 83 1961 $10 billion 1:59 $2,000,000 St Paul Report
Hamilton Lane star 83 1998 $451 billion 1:1 $0 Bala Cynwyd Report
Aberdeen Asset Management star 83 1995 $51 billion 1:1 $0 Report
Standard & Poors Investment Advisory Services star 83 1996 $41 billion 1:1 $0 New York Report
Manning & Napier Advisors star 83 1975 $25 billion 1:82 $500,000 Fairport Report
Boyd Watterson Asset Management star 83 2000 $7 billion 1:42 $0 Cleveland Report
Fifth Third Securities star 83 2004 $1 billion 1:30 $150,000 Cincinnati Report
Advisors Capital Management star 83 2003 $2 billion 1:157 $300,000 Ridgewood Report
Mackay Shields star 83 1969 $116 billion 1:1 $10,000,000 New York Report
F L Putnam Investment Management Co. star 83 1984 $2 billion 1:65 $5,000 Wellesley Report
Record Currency Management Limited star 83 1994 $62 billion 1:1 $25,000,000 Madeira Walk Report
Longfellow Investment Management Co. star 83 1986 $11 billion 1:8 $0 Boston Report
Harris Associates star 83 1995 $146 billion 1:556 $3,000,000 Chicago Report
Stonebridge Capital Advisors star 83 1997 $1 billion 1:1153 $0 St Paul Report
Investment Advisors star 83 1998 $3 billion 1:20 $25,000 Birmingham Report
SBI Funds Management Private Limited star 83 2007 $5 billion 1:4 $39,000 Mumbai Report
INR Advisory Services star 83 2005 $1 billion 1:145 $50,000 Media Report
State Street Global Advisors Asia Limited star 83 2015 $57 billion 1:1 Report
Colorado Financial Management star 83 1999 $1 billion 1:73 $0 Boulder Report
Pension Consultants star 83 1999 $3 billion 1:4 $10,000,000 Springfield Report
Nottingham Advisors star 82 1982 $1 billion 1:312 $100,000 Buffalo Report
Ingham Retirement Group star 82 1991 $2 billion 1:61 $100,000 Miami Report
Schneider Downs Wealth Management Advisors star 82 2003 $1 billion 1:33 $1,000,000 Pittsburgh Report
Muhlenkamp & Co. star 82 1981 $340 million 1:11 $100,000 Wexford Report
Hightower Advisors star 82 2008 $42 billion 1:194 $0 Chicago Report
Compass Analytics star 82 2004 $16 billion 1:4 $0 SF Report
LM Capital Group star 82 2002 $5 billion 1:1 $20,000,000 San Diego Report
Donald Smith & Co. star 82 1975 $5 billion 1:1 $25,000,000 New York Report
Pittenger & Anderson star 82 2000 $1 billion 1:110 $500,000 Lincoln Report
ICMA Retirement Corporation star 82 1983 $47 billion 1:300 $0 Washington Report
AXA Investment Managers star 82 2001 $71 billion 1:1 $0 Report
Lindner Capital Advisors star 82 1997 $593 million 1:183 $100,000 Marietta Report
Tolleson Private Wealth Management star 82 2000 $6 billion 1:8 $10,000,000 Dallas Report
T. Rowe Price Advisory Services star 82 2000 $255 million 1:1069 $1,000 Baltimore Report
Marsico Capital Management star 82 1997 $3 billion 1:10 $0 Denver Report
Cornerstone Advisors star 82 1984 $4 billion 1:24 $-1 Bellevue Report
Income Research + Management star 82 1987 $69 billion 1:6 $50,000,000 Boston Report
Sandler Capital Management star 82 1988 $2 billion 1:1 $1,000,000 New York Report
Panagora Asset Management star 82 1989 $56 billion 1:1 $20,000,000 Boston Report
Envestnet Portfolio Solutions star 82 1993 $17 billion 1:1363 $100,000 Report
Aldrich Wealth star 82 2008 $1 billion 1:32 $50,000 Lake Oswego Report
Redwood Investments star 82 2004 $2 billion 1:26 $1,000,000 Newton Report
FBB Capital Partners star 82 2000 $1 billion 1:353 $500,000 Bethesda Report
Corda Investment Management star 82 1999 $1 billion 1:90 $500,000 Houston Report
Hanson Mcclain Advisors star 82 2007 $2 billion 1:143 $100,000 Sacramento Report
LSV Asset Management star 82 1994 $118 billion 1:1 $10,000,000 Chicago Report
Wells Fargo Funds Management star 82 2000 $218 billion 1:77 $0 Report
Family Investment Center star 82 2005 $190 million 1:64 $100,000 St Joseph Report
Appleton Partners star 82 1987 $9 billion 1:47 $1,000,000 Boston Report
Arrowstreet Capital, Limited Partnership star 82 1999 $106 billion 1:4 $250,000,000 Boston Report
CPS Investment Advisors star 82 1989 $1 billion 1:300 $0 Lakeland Report


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