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
St. James Investment Company star 97 2003 $1.2 billion 1:458 $100,000
Reynders Mcveigh Capital Management star 97 2005 $1.9 billion 1:106 $250,000
Caprin Asset Management star 97 1997 $1.3 billion 1:104 $250,000
David Vaughan Investments star 97 1977 $2.4 billion 1:63 $625,000
Sadoff Investment Management star 97 1978 $1.2 billion 1:214 $1,000,000
H.M. Payson star 97 1966 $3.6 billion 1:194 $50,000
BakerAvenue star 97 2004 $1.6 billion 1:48 $500,000
Lee Financial Company star 97 1975 $1.0 billion 1:22 $0
Advisor Partners star 97 2001 $711.9 million 1:174 $500,000
Confluence Investment Management star 97 2008 $5.5 billion 1:940 $100,000
Thomas Wirig Doll star 97 2000 $966.0 million 1:103 $100,000
Wescott Financial Advisory Group star 97 1987 $2.0 billion 1:33 $250,000
WE Family Offices star 97 2001 $7.4 billion 1:5 $0
Murphy Capital Management star 97 1983 $810.5 million 1:103 $0
Hamilton Capital Management star 97 1997 $2.3 billion 1:47 $250,000
Parsec Financial Management star 97 1981 $2.4 billion 1:58 $400,000
HTG Investment Advisors star 97 1998 $541.6 million 1:32 $0
Ballentine Partners star 97 2010 $6.4 billion 1:5 $3,500,000
Vintage Financial Services star 97 1985 $608.4 million 1:131 $500,000
Salem Investment Counselors star 97 1979 $1.4 billion 1:71 $0
RNC Genter Capital Management star 97 1998 $3.6 billion 1:150 $1,000,000
YHB Investment Advisors star 97 1990 $1.3 billion 1:60 $0
Financial Clarity star 97 1992 $1.4 billion 1:15 $30,000,000
Laird Norton Wealth Management star 97 2001 $1.6 billion 1:12 $3,000,000
Northstar Asset Management star 97 1990 $481.1 million 1:70 $0
Meritage Portfolio Management star 97 1991 $1.5 billion 1:55 $2,000,000
Advance Capital Management star 97 1986 $2.5 billion 1:215 $0
Halpern Financial star 97 2000 $409.2 million 1:44 $1,000,000
Baldwin Brothers star 97 1980 $1.0 billion 1:42 $1,000,000
Altfest Personal Wealth Management star 97 1983 $1.2 billion 1:599 $1,000,000
RKL Wealth Management star 97 2006 $1.0 billion 1:59 $250,000
Douglass Winthrop Advisors star 97 1999 $2.4 billion 1:427 $1,000,000
Saratoga Research & Investment Management star 97 2000 $2.0 billion 1:302 $100,000
Lodestar Investment Counsel star 97 2002 $1.4 billion 1:232 $1,000,000
Northside Capital Management star 97 1998 $4.1 billion 1:14 $0
Heritage Financial Services star 97 2005 $1.4 billion 1:55 $1,000,000
Heritage Wealth Advisors star 97 2005 $1.6 billion 1:29 $0
Truepoint star 97 1985 $2.7 billion 1:31 $1,000,000
KCM Investment Advisors star 97 1998 $4.2 billion 1:563 $500,000
Morton Capital Management star 97 2006 $1.8 billion 1:53 $1,000,000
Cleary Gull Advisors star 97 2003 $2.8 billion 1:17 $200,000
Greenwich Wealth Management star 97 2008 $1.4 billion 1:39 $1,000,000
Greerwalker Wealth Management star 97 2002 $407.1 million 1:72 $500,000
Dixon Hughes Goodman Wealth Advisors star 97 2000 $1.6 billion 1:210 $0
TGS Financial Advisors star 97 1991 $274.5 million 1:30 $0
Joyn Advisors star 97 1991 $1.4 billion 1:46 $1,000,000
Heritage Investment Group star 97 2001 $1.1 billion 1:58 $1,000,000
WMS Partners star 97 1994 $3.7 billion 1:29 $3,000,000
Stack Financial Management star 97 1994 $1.2 billion 1:106 $750,000
Mission Wealth Management star 97 2002 $1.9 billion 1:38 $1,000,000
North American Management Corp star 97 1969 $1.3 billion 1:39 $1,000,000
Sandhill Investment Management star 97 2004 $1.2 billion 1:581 $250,000
Valeo Financial Advisors star 97 2006 $3.8 billion 1:32 $250,000
Tower Bridge Advisors star 97 2001 $1.3 billion 1:226 $500,000
Moneta Group Investment Advisors star 97 1989 $20.3 billion 1:39 $0
American Investment Services star 97 1979 $919.7 million 1:65 $100,000
Richard C. Young & Co., Ltd. star 97 1990 $1.0 billion 1:93 $500,000
Ogorek Wealth Management star 97 1983 $357.8 million 1:46 $500,000
Parallel Advisors star 97 2007 $2.4 billion 1:67 $0
Wasmer, Schroeder & Company star 97 1988 $8.9 billion 1:171 $500,000
Wilbanks, Smith & Thomas Asset Management star 97 1990 $2.8 billion 1:112 $1,000,000
Williams, Jones & Associates star 97 1988 $7.0 billion 1:100 $1,000,000
Fisher Investments star 97 1987 $94.1 billion 1:47 $500,000
Capital Directions star 97 2000 $2.2 billion 1:165 $150,000
FMA Advisory star 96 1990 $411.7 million 1:140 $500,000
L.K. Benson star 96 1994 $320.5 million 1:33 $0
Berkshire Money Management star 96 2003 $470.9 million 1:65 $5,000
HC Financial Advisors star 96 1985 $349.7 million 1:85 $1,000,000
Optima Asset Management star 96 1996 $452.9 million 1:95 $1,000,000
Monarch Capital Management star 96 1994 $321.4 million 1:59 $0
Pure Financial Advisors star 96 2009 $2.3 billion 1:105 $187,500
Ritter Daniher Financial Advisory star 96 2002 $361.2 million 1:87 $0
Benin Management Corp star 96 1973 $332.3 million 1:173 $0
Greycourt & Co star 96 2001 $5.0 billion 1:60 $0
Schiavi + Dattani star 96 1983 $395.4 million 1:31 $0
Ullmann Brown Wealth Advisors star 96 2002 $386.0 million 1:60 $714,286
Penobscot Investment Management Company star 96 1988 $533.3 million 1:50 $500,000
Shikiar Asset Management star 96 1993 $347.0 million 1:25 $1,000,000
Smith & Howard Wealth Management star 96 1999 $490.1 million 1:43 $1,000,000
Jamison Private Wealth Management star 96 2000 $307.5 million 1:94 $0
Blue Oak Capital star 96 2000 $427.0 million 1:43 $2,000,000
Lateef Investment Management star 96 1974 $886.8 million 1:180 $1,000,000
Sunrise Advisors star 96 2001 $620.8 million 1:114 $0
Arcadia Investment Management Corp star 96 1987 $365.1 million 1:31 $555,556
Tandem Investment Advisors star 96 2000 $575.5 million 1:497 $500,000
Lathrop Investment Management Corp star 96 1981 $550.7 million 1:44 $500,000
Essex star 96 1997 $285.3 million 1:84 $0
Bernhardt Wealth Management star 96 2000 $398.9 million 1:40 $1,000,000
Sharkey Howes & Javer star 96 1991 $710.5 million 1:125 $100,000
The Goff Financial Group star 96 2003 $292.0 million 1:58 $0
TFC Financial Management star 96 1982 $904.4 million 1:35 $2,000,000
West Financial Services star 96 2005 $1.5 billion 1:33 $1,000,000
Silveroak Wealth Management star 96 2001 $760.4 million 1:49 $250,000
Cortland Associates star 96 1989 $652.0 million 1:201 $500,000
Schenck Investment Solutions star 96 2002 $875.4 million 1:81 $117,647
Wealthquest Corporation star 96 2006 $1.0 billion 1:110 $50,000
Castle Wealth Management star 96 2002 $308.0 million 1:34 $200,000
Vision Capital Management star 96 1999 $604.9 million 1:58 $250,000
Allodium Investment Consultants star 96 2005 $255.5 million 1:51 $1,000,000
Modera Wealth Management star 96 2010 $2.4 billion 1:38 $1,000,000