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
Oakbridge Partners star 96 1976 $715.4 million 1:62 $500,000
Meyer Capital Group star 96 1989 $847.2 million 1:71 $500,000
Cardiff Park Advisors star 96 2006 $1.8 billion 1:387 $1,000,000
West Coast Financial star 96 1983 $948.2 million 1:26 $1,000,000
Financial Connections Group star 96 2000 $265.4 million 1:76 $750,000
Libbie Agran Financial Services & Seminars star 96 1985 $691.9 million 1:75 $500,000
Asset Preservation Advisors star 96 1992 $3.7 billion 1:311 $500,000
Moisand Fitzgerald Tamayo star 96 1998 $543.4 million 1:94 $1,000,000
Peak Asset Management star 96 1996 $527.9 million 1:41 $1,000,000
America First Investment Advisors star 96 1992 $348.0 million 1:46 $300,000
Augustine Asset Management star 96 1985 $271.3 million 1:14 $1,000,000
ARS Wealth Advisors star 96 2003 $503.1 million 1:77 $500,000
Level Financial Advisors star 96 1981 $393.7 million 1:311 $0
Stepp & Rothwell star 96 1998 $565.5 million 1:28 $1,500,000
Adell Harriman & Carpenter star 96 1995 $745.2 million 1:120 $500,000
RSW Investments star 96 2005 $2.2 billion 1:657 $250,000
Whelan Financial star 96 1991 $291.5 million 1:76 $500,000
Paul Manners & Associates star 96 1979 $285.1 million 1:142 $500,000
Silicon Valley Wealth Advisors star 96 1992 $304.6 million 1:55 $200,000
Becker Capital Management star 96 1977 $4.0 billion 1:34 $1,000,000
Camden Capital star 96 2004 $3.2 billion 1:26 $0
Dale K. Ehrhart star 96 1978 $569.7 million 1:56 $0
Mosaic Financial Partners star 96 1989 $622.9 million 1:22 $1,500,000
Wagner Wealth Management star 96 2002 $493.6 million 1:60 $1,000,000
Donnelly Wealth Advisors star 96 2001 $405.4 million 1:89 $1,000,000
Nichols & Pratt Advisers star 96 1994 $1.6 billion 1:13 $0
Signet Financial Management star 96 1988 $718.7 million 1:55 $500,000
Youngs Advisory Group star 96 1996 $400.1 million 1:46 $1,000,000
KHC Wealth Management star 96 2000 $345.0 million 1:30 $583,333
New England Guild Wealth Advisors star 96 1991 $279.5 million 1:45 $0
Destination Wealth Management star 96 1996 $2.2 billion 1:55 $500,000
JNBA Financial Advisors star 96 1984 $885.2 million 1:49 $250,000
DHR Investment Counsel star 96 1998 $349.4 million 1:160 $1,000,000
Retirement Income Solutions star 96 2010 $1.7 billion 1:120 $500,000
Oak Ridge Investments star 96 1989 $1.3 billion 1:695 $1,000,000
Envision Capital Management star 96 1995 $409.4 million 1:329 $500,000
The Family Firm star 96 1983 $518.1 million 1:40 $600,000
Prentiss Smith & Company star 96 1982 $395.9 million 1:191 $400,000
PBMares Wealth Management star 96 2003 $538.5 million 1:62 $400,000
Altavista Wealth Management star 96 2003 $487.9 million 1:46 $0
Campbell Newman Asset Management star 96 1972 $597.9 million 1:199 $1,000,000
Polaris Greystone Financial Group star 96 2011 $1.6 billion 1:57 $500,000
Stewart & Patten Co star 96 1998 $840.8 million 1:90 $1,000,000
Compass Asset Management star 96 1997 $420.0 million 1:200 $50,000
Mozaic star 96 2008 $1.9 billion 1:9 $100,000,000
Spectrum Asset Management star 96 1987 $503.2 million 1:37 $1,000,000
Cahill Financial Advisors star 96 1983 $592.3 million 1:71 $0
Boston Research and Management star 96 1991 $385.4 million 1:23 $1,000,000
Hayek Kallen Investment Management star 96 1985 $285.7 million 1:221 $500,000
Vansant Mewshaw star 96 1992 $296.8 million 1:114 $150,000
Clean Yield Asset Management star 96 1986 $386.4 million 1:50 $1,000,000
Advisors Management Group star 96 1989 $395.2 million 1:157 $0
Blankinship & Foster star 96 1989 $503.9 million 1:35 $1,000,000
SEM Wealth Management star 96 1998 $455.1 million 1:423 $50,000
NorthStar Asset Management star 96 2000 $379.4 million 1:44 $0
Atwood & Palmer star 96 1990 $784.7 million 1:73 $0
Riggs Asset Management Co. star 96 1991 $319.9 million 1:45 $500,000
Jackson, Grant Investment Advisers star 96 1999 $307.2 million 1:26 $5,000,000
Fierston Financial Group star 96 1989 $618.9 million 1:96 $1,000,000
The Investment Counsel Company star 96 1988 $871.6 million 1:65 $3,000,000
The Fairman Group star 96 2002 $471.4 million 1:12 $1,500,000
Whitney & Company star 96 2001 $486.1 million 1:73 $500,000
Grand Jean Capital Management star 96 1990 $302.8 million 1:166 $500,000
Novare Capital Management star 96 2003 $979.0 million 1:39 $500,000
Peregrine Asset Advisers star 96 2001 $323.9 million 1:86 $100,000
Woodley Farra star 96 1995 $947.7 million 1:128 $250,000
GDM Advisory Group star 96 1993 $471.4 million 1:250 $352,942
Optimum Investment Advisors star 96 1989 $373.0 million 1:29 $500,000
Birch Hill Investment Advisors star 96 2007 $1.6 billion 1:25 $2,000,000
Forte Capital star 96 1998 $797.8 million 1:255 $500,000
Rockbridge Investment Management star 96 2001 $708.4 million 1:101 $3,125
Palouse Capital Management star 96 1994 $293.3 million 1:178 $100,000
Mitchell Capital Management Co star 96 1987 $519.4 million 1:28 $0
McCarthy Grittinger Financial Group star 96 1999 $255.8 million 1:36 $0
Bradley Foster & Sargent star 96 1994 $3.4 billion 1:352 $500,000
Founders Capital Management, LLC star 96 2002 $354.9 million 1:40 $100,000
Delta Financial Advisors star 96 2003 $408.2 million 1:86 $500,000
Rodgers & Associates star 96 2003 $862.6 million 1:97 $500,000
Professional Advisory Services star 96 1978 $798.8 million 1:57 $100,000
Kuhn Advisors star 96 1993 $332.0 million 1:52 $1,000,000
Alpha Capital Management star 96 2002 $543.2 million 1:83 $100,000
KMH Wealth Management star 96 1998 $420.2 million 1:60 $187,500
Coyle Financial Counsel star 96 1982 $586.6 million 1:44 $0
WFA Wealth Managers star 96 1982 $272.7 million 1:66 $1,000,000
PJS Investment Management star 96 1982 $509.0 million 1:82 $500,000
Roehl & Yi Investment Advisors star 96 1999 $367.1 million 1:61 $2,000,000
PartnersInWealth star 96 2000 $391.1 million 1:34 $1,000,000
Sherrill & Hutchins Financial Advisory star 96 1984 $392.2 million 1:73 $750,000
Howland Capital Management star 96 1972 $1.9 billion 1:113 $0
Tom Johnson Investment Management star 96 1992 $1.2 billion 1:468 $0
Massey, Quick & Co. star 96 2004 $3.0 billion 1:16 $500,000
Millie Capital Management star 96 2000 $253.8 million 1:9 $1,000,000
Rand & Associates star 96 2011 $1.3 billion 1:73 $700,000
Asset Advisory Group star 96 1994 $254.4 million 1:70 $0
Versant Capital Management star 96 2004 $871.2 million 1:51 $0
Financial Consulate star 96 1983 $415.5 million 1:96 $0
Gibson Capital star 96 2009 $1.6 billion 1:37 $2,142,857
Maryland Capital Management star 96 2004 $1.0 billion 1:69 $500,000
International Research & Asset Management star 96 1987 $370.5 million 1:36 $1,000,000
Academy Capital Management star 96 1987 $528.8 million 1:258 $100,000