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
J.W. Burns & Company star 94 1977 $501.3 million 1:293 $250,000 Syracuse Report
Mitchell, Mcleod, Pugh & Williams star 94 2006 $1.0 billion 1:84 $0 Report
Bernzott Capital Advisors star 94 1999 $854.4 million 1:50 $1,000,000 Camarillo Report
The Chartist star 94 1976 $219.9 million 1:179 $100,000 Los Alamitos Report
Torreycove Capital Partners star 94 2011 $25.0 billion 1:5 $0 San Diego Report
Hewins Financial Advisors star 94 1999 $3.2 billion 1:35 $500,000 Wauwatosa Report
Decatur Capital Management star 94 2006 $522.6 million 1:2 $0 Decatur Report
Reinhart Partners star 94 1991 $5.5 billion 1:404 $1,000,000 Mequon Report
Aprio Wealth Management star 94 2004 $444.3 million 1:38 $250,000 Atlanta Report
Overbrook Management Corporation star 94 2001 $1.0 billion 1:29 $1,000,000 New York Report
SJS Investment Services star 94 1995 $2.0 billion 1:54 $1,000,000 Sylvania Report
TD Ameritrade star 94 1998 $19.7 billion 1:7011 $25,000 Omaha Report
First Principles Capital Management star 94 2005 $8.4 billion 1:2 $0 New York Report
HGK Asset Management star 94 1983 $2.4 billion 1:21 $0 Jersey City Report
WealthHarbor Capital Group star 94 2004 $182.2 million 1:80 $100,000 Metairie Report
Miller Howard Investments star 94 1986 $6.0 billion 1:503 $100,000 Woodstock Report
Impax Asset Management star 94 2008 $10.6 billion 1:1 $0 Report
CQS (US) star 94 2008 $5.3 billion 1:1 $0 New York Report
Buckhead Capital Management star 94 2000 $1.3 billion 1:14 $1,000,000 Atlanta Report
Schenck Investment Solutions star 94 2002 $875.4 million 1:81 $117,647 Appleton Report
Stegner Investment Associates star 94 1994 $1.0 billion 1:23 $1,000,000 Louisville Report
Parnassus Investments star 94 1984 $25.8 billion 1:1 $100,000,000 SF Report
Logan Capital Management star 94 1994 $1.6 billion 1:91 $2,000,000 Ardmore Report
Kunath Karren Rinne & Atkin star 94 1983 $1.0 billion 1:14 $1,000,000 Seattle Report
Ellwood star 94 1981 $1.2 billion 1:26 $0 Chicago Report
Orleans Capital Management Corp star 94 1991 $1.5 billion 1:22 $0 Mandeville Report
Agincourt Capital Management star 94 1999 $6.6 billion 1:2 $5,000,000 Richmond Report
Segall Bryant & Hamill star 94 1994 $19.3 billion 1:249 $1,000,000 Chicago Report
Mcdonald Capital Investors star 94 1982 $1.4 billion 1:35 $5,000,000 Report
Quadrant Real Estate Advisors star 94 2005 $9.4 billion 1:1 $5,000,000 Alpharetta Report
Payden & Rygel star 94 1983 $114.3 billion 1:2 $0 Los Angeles Report
Inverness Counsel star 94 1991 $2.9 billion 1:33 $1,000,000 New York Report
Jacobs Levy Equity Management star 94 1986 $8.8 billion 1:1 $25,000,000 Florham Park Report
Peregrine Capital Management star 94 1984 $4.4 billion 1:1 $10,000,000 Minneapolis Report
Cornerstone Investment Partners star 94 2002 $2.5 billion 1:53 $100,000 Atlanta Report
Fischer Investment Group star 94 1987 $263.3 million 1:44 $0 Pittsford Report
Heitman Real Estate Securities star 94 1995 $2.6 billion 1:1 $0 Report
Confluence Investment Management star 94 2008 $8.3 billion 1:976 $100,000 Webster Groves Report
IRA Group star 94 2009 $8.0 billion 1:28 $1,000,000 Atlanta Report
Osterweis Capital Management star 94 1997 $7.0 billion 1:13 $5,000,000 SF Report
Brandes Investment Partners star 94 1985 $28.9 billion 1:230 $100,000 Report
Allen Capital Management star 94 2006 $107.1 million 1:30 $300,000 Portland Report
MIO Partners star 94 1992 $25.4 billion 1:20 $0 New York Report
Thomas White International star 94 1992 $1.6 billion 1:683 $5,000,000 Chicago Report
Van Berkom and Associates star 94 2003 $5.3 billion 1:3 $5,000,000 Montréal Report
Aksia star 94 2007 $4.7 billion 1:1 $0 New York Report
Palisade Capital Management star 94 1995 $3.4 billion 1:29 $1,000,000 Fort Lee Report
Ellington Management Group star 94 1999 $11.0 billion 1:1 $0 Greenwich Report
Sector Omega AS star 94 2006 $315.3 million 1:19 $250,000 Report
Fiduciary Investment Advisors star 94 2006 $1.0 billion 1:17 $7,000,000 Windsor Report
Dorsey, Wright & Associates star 94 1987 $563.1 million 1:60 $0 Richmond Report
Francis Investment Counsel star 94 2004 $177.1 million 1:5 $0 Brookfield Report
One Capital Management star 94 2001 $1.4 billion 1:177 $500,000 Westlake Village Report
Welch Hornsby star 94 1988 $1.9 billion 1:35 $800,000 Montgomery Report
HQ Capital Real Estate L.P star 94 2011 $1.0 billion 1:2 $1,000,000 New York Report
Trillium Asset Management star 94 1982 $2.6 billion 1:44 $3,000,000 Boston Report
DL Carlson Investment Group star 94 1989 $513.0 million 1:122 $250,000 Concord Report
Flexible Plan Investments star 94 1984 $1.9 billion 1:5059 $25,000 Bloomfield Hills Report
McGowan Group Asset Management star 94 2010 $697.9 million 1:161 $500,000 Dallas Report
CMG Capital Management Group star 94 1993 $457.0 million 1:286 $25,000 King of Prussia Report
PFM Asset Management star 94 2001 $84.7 billion 1:1 $0 Harrisburg Report
Boston Trust Investment Management star 94 2001 $2.0 billion 1:1 $2,000,000 Boston Report
Vansant Mewshaw star 94 1992 $299.1 million 1:113 $150,000 Brooklandville Report
NEPC star 94 1990 $16.8 billion 1:350 $0 Boston Report
Vanbarton Group star 94 2002 $2.0 billion 1:1 $0 New York Report
Premier Financial Group star 94 1991 $582.0 million 1:57 $250,000 Eureka Report
Bowen, Hanes & CO star 94 1980 $2.8 billion 1:78 $3,000,000 Atlanta Report
Jensen Investment Management star 94 1988 $8.1 billion 1:70 $1,000,000 Lake Oswego Report
AMI Investment Management star 94 1995 $512.4 million 1:70 $1,000,000 Kendallville Report
HS Management Partners star 94 2007 $4.0 billion 1:82 $1,000,000 New York Report
Eliot Rose Wealth Management star 94 2002 $76.4 million 1:82 $150,000 Cranston Report
Financial Council Asset Management star 94 1996 $516.2 million 1:644 $0 Report
Fagan Associates star 94 1996 $370.1 million 1:1484 $50,000 Troy Report
Rinehart Wealth & Investment Advisory star 94 1993 $489.3 million 1:44 $1,000,000 Charlotte Report
Ironwood Wealth Management star 94 2004 $133.1 million 1:123 $100,000 Hurricane Report
CPS Investment Advisors star 94 1989 $1.2 billion 1:300 $0 Lakeland Report
Mitchell Capital Management Co star 94 1987 $554.4 million 1:25 $0 Leawood Report
Gerber Taylor Associates star 94 1999 $376.4 million 1:8 $0 Memphis Report
New Amsterdam Partners star 94 1986 $512.2 million 1:91 $1,000,000 New York Report
Founders Capital Management, LLC star 94 2002 $361.3 million 1:179 $100,000 East Hartford Report
ABG Consultants star 94 2008 $268.6 million 1:16 $250,000 Report
Advisory Alpha star 94 2011 $484.9 million 1:21 $0 Holland Report
Fiduciary Advisors star 94 2000 $996.1 million 1:15 $250,000 St. Louis Report
Money Matters With Ken Moraif star 94 2011 $4.1 billion 1:201 $0 Plano Report
Acorn Financial Advisory Services star 94 2006 $793.2 million 1:54 $1,000,000 Reston Report
Cigna Investments star 94 1982 $31.3 billion 1:1 $0 Report
Beacon Pointe Advisors star 94 2002 $5.6 billion 1:26 $1,000,000 Newport Beach Report
Financial Consulate star 94 1983 $390.3 million 1:88 $0 Cockeysville Report
Axiom Investors star 94 1999 $12.1 billion 1:1 $0 Greenwich Report
Next Century Growth Investors star 94 1998 $763.0 million 1:2 $0 Report
International Research & Asset Management star 94 1987 $390.9 million 1:71 $1,000,000 Dallas Report
Walthausen & Co. star 94 2007 $1.3 billion 1:10 $5,000,000 Ballston Spa Report
Rothschild Asset Management star 94 1970 $9.4 billion 1:168 $0 New York Report
Wealth Management star 94 2006 $1.5 billion 1:73 $0 Norfolk Report
SOL Capital Management Co. star 94 1987 $2.2 billion 1:14 $5,000,000 Rockville Report
Weaver C. Barksdale & Associates star 94 1984 $4.6 billion 1:1 $5,000,000 Nashville Report
United American Capital Corp star 94 1991 $5.1 billion 1:1 $2,000,000 Worthington Report
Davis Selected Advisers - NY star 94 1996 $23.1 billion 1:1 $100,000 Report
GRT Capital Partners star 94 2003 $6.4 billion 1:29 $10,000,000 Boston Report
Akre Capital Management star 94 2000 $7.9 billion 1:56 $1,000,000 Middleburg Report


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