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
Shelton Capital Management star 82 1985 $2 billion 1:84 $100,000 Denver Report
Wellington Management Company star 82 1979 $1 trillion 1:41 $25,000,000 Boston Report
Highland Capital Management star 82 1972 $3 billion 1:122 $375,000 Memphis Report
FiduciaryVest star 82 2005 $18 billion 1:1 $5,000,000 Atlanta Report
Blooom star 82 2013 $3 billion 1:3756 $0 Leawood Report
Columbia Management Investment Advisers star 82 1985 $364 billion 1:1 $1,000,000 Boston Report
Beacon Pointe Advisors star 82 2002 $6 billion 1:26 $1,000,000 Newport Beach Report
Cliffwater star 82 2004 $1 billion 1:2 $0 Marina Del Rey Report
Chevy Chase Trust Company star 82 1997 $30 billion 1:30 $3,000,000 Bethesda Report
Heck Capital Advisors star 82 2007 $4 billion 1:57 $1,000,000 Rhinelander Report
C.W. Henderson & Associates star 82 1991 $3 billion 1:151 $1,000,000 Chicago Report
Mellon Capital star 82 1983 $436 billion 1:1 $0 Report
FNB Wealth Management star 82 1999 $3 billion 1:4 $1,000,000 Pittsburgh Report
NorthCoast Asset Management star 82 2000 $2 billion 1:276 $0 Greenwich Report
Genovese Burford & Brothers Wealth and Retirement Plan Mgmt star 82 1990 $2 billion 1:51 $500,000 Sacramento Report
Water Walker Investments star 82 2001 $4 billion 1:1 $0 Tampa Report
Key Investment Services star 82 2006 $2 billion 1:42 $0 Brooklyn Report
Northwest Capital Management star 82 1999 $3 billion 1:34 $0 Tigard Report
H. Beck star 82 1999 $1 billion 1:15 $0 Rockville Report
Polaris Capital Management star 82 1993 $12 billion 1:3 $500,000,000 Boston Report
Madison Investment Advisors star 82 1996 $10 billion 1:238 $500,000 Madison Report
Embree Financial Group star 82 2004 $1 billion 1:75 $500,000 Chicago Report
Mesirow Financial Private Equity Advisors star 82 2000 $4 billion 1:5 $0 Report
Franklin Templeton Investimentos (brasil)A star 82 2010 $2 billion 1:1 Report
Pavilion Alternatives Group Limited star 82 2000 $4 billion 1:2 $0 Report
Fiduciary Investment Management International star 82 1998 $589 million 1:197 $5,000,000 Washington Report
Wilbanks, Smith & Thomas Asset Management star 82 1990 $3 billion 1:211 $1,000,000 Norfolk Report
Windham Capital Management star 82 1993 $877 million 1:172 $1,000,000 Boston Report
Frontier Asset Management star 82 2001 $3 billion 1:1317 $100,000 Sheridan Report
Canterbury Consulting Incorporated star 82 1989 $4 billion 1:9 $15,000,000 Newport Beach Report
Dimensional Fund Advisors star 82 1981 $637 billion 1:1 $0 Austin Report
Causeway Capital Management star 82 2001 $59 billion 1:1 $20,000,000 Los Angeles Report
Capital Directions star 82 2000 $2 billion 1:171 $150,000 Sandy Springs Report
Shenkman Capital Management star 81 1985 $27 billion 1:2 $0 New York Report
Linscomb & Williams star 81 1995 $3 billion 1:81 $1,000,000 Houston Report
Tandem Investment Advisors star 81 2000 $518 million 1:379 $500,000 Charleston Report
Loomis, Sayles & Company star 81 1977 $250 billion 1:1 $5,000,000 Boston Report
Dearborn Partners star 81 1997 $2 billion 1:185 $100,000 Chicago Report
Transamerica Retirement Advisors star 81 1992 $5 billion 1:750 $5,000 St Paul Report
Miller Howard Investments star 81 1986 $6 billion 1:503 $100,000 Woodstock Report
Thompson Investment Management star 81 2003 $3 billion 1:57 $100,000 Madison Report
Buckhead Capital Management star 81 2000 $1 billion 1:14 $1,000,000 Atlanta Report
Cuna Brokerage Services star 81 2001 $2 billion 1:10 $0 Waverly Report
Investor Solutions star 81 1994 $861 million 1:59 $0 Miami Report
Parnassus Investments star 81 1984 $26 billion 1:1 $100,000,000 SF Report
Kunath Karren Rinne & Atkin star 81 1983 $1 billion 1:14 $1,000,000 Seattle Report
Hartford Investment Management Company star 81 1996 $102 billion 1:1 $1,000,000 Hartford Report
Rocaton Investment Advisors star 81 2002 $10 billion 1:2 $0 Norwalk Report
Mercer Investment Management star 81 2005 $78 billion 1:1 $0 Report
Inverness Counsel star 81 1991 $3 billion 1:33 $1,000,000 New York Report
Equinox Institutional Asset Management star 81 2005 $1 billion 1:2 $0 Report
Fayez Sarofim & Co. star 81 1958 $27 billion 1:202 $5,000,000 Houston Report
Heitman Real Estate Securities star 81 1995 $3 billion 1:1 $0 Report
Brandes Investment Partners star 81 1985 $29 billion 1:230 $100,000 Report
MIO Partners star 81 1992 $25 billion 1:20 $0 New York Report
Ellington Management Group star 81 1999 $11 billion 1:1 $0 Greenwich Report
Oak Ridge Investments star 81 1989 $2 billion 1:314 $1,000,000 Chicago Report
Newsouth Capital Management star 81 1985 $4 billion 1:13 $10,000,000 Memphis Report
Welch Hornsby star 81 1988 $2 billion 1:35 $800,000 Montgomery Report
Martin & Company Investment Counsel star 81 1998 $2 billion 1:10 $2,500,000 Knoxville Report
Assetmark star 81 1999 $25 billion 1:1908 $0 Concord Report
Baron Capital Management star 81 1983 $2 billion 1:1 $10,000,000 New York Report
Icon Advisers star 81 1991 $2 billion 1:233 $25,000 Greenwood Village Report
West Chester Capital Advisors star 81 1994 $895 million 1:7 $250,000 Johnstown Report
Premier Financial Group star 81 1991 $582 million 1:57 $250,000 Eureka Report
Geode Capital Management star 81 2002 $341 billion 1:627 $0 Boston Report
Miles Capital star 81 1982 $5 billion 1:16 $50,000 West Des Moines Report
Miller Value Partners star 81 1999 $3 billion 1:5 $5,000,000 Baltimore Report
Greenwood Gearhart star 81 1982 $384 million 1:80 $0 Fayetteville Report
Fiduciary Advisors star 81 2000 $996 million 1:15 $250,000 St. Louis Report
Beaumont Financial Partners star 81 2000 $2 billion 1:33 $1,000,000 Needham Report
California Financial Advisors star 81 1998 $1 billion 1:292 $100,000 San Ramon Report
Mountain Pacific Investment Advisers star 81 1977 $1 billion 1:58 $1,000,000 Boise Report
London and Capital Wealth Advisers star 81 2005 $2 billion 1:51 $500,000 Report
Janus Capital Management star 81 1978 $180 billion 1:34 $100,000 Denver Report
First Eagle Investment Management star 81 1995 $120 billion 1:5 $0 New York Report
Vantage Consulting Group star 81 1986 $2 billion 1:2 $0 Virginia Beach Report
Lowell Blake & Associates star 81 1974 $535 million 1:113 $0 Boston Report
Dimension Capital Management star 81 1997 $3 billion 1:6 $0 Miami Report
CFS Investment Advisory Services star 81 1993 $1 billion 1:209 $500,000 Totowa Report
Madison Asset Management star 81 2004 $6 billion 1:161 $50,000 Madison Report
Timberland Investment Resources star 81 2004 $2 billion 1:1 $0 Atlanta Report
Pinnacle Associates star 81 1984 $6 billion 1:97 $1,000,000 New York Report
ProNvest star 81 2002 $870 million 1:41788 $0 Chattanooga Report
Summit Strategies Group star 81 1995 $4 billion 1:67 $1,000,000 Clayton Report
Pacific Alternative Asset Management Co. star 81 2000 $9 billion 1:1 $100,000,000 Irvine Report
Leavell Investment Management star 81 1979 $2 billion 1:73 $400,000 Mobile Report
Wasmer, Schroeder & Company star 81 1988 $8 billion 1:156 $500,000 Naples Report
Amundi Pioneer Asset Management star 81 1971 $75 billion 1:38 $0 Boston Report
Grimes & Company star 81 2000 $2 billion 1:2216 $500,000 Westborough Report
U.S. Bancorp Investments star 81 2007 $8 billion 1:41 $50,000 St Paul Report
OneAmerica Asset Management star 80 2013 $22 billion 1:1 $0 Report
MFS Institutional Advisors star 80 1994 $131 billion 1:162 $50,000,000 Boston Report
AMI Asset Management Corp star 80 1994 $2 billion 1:101 $500,000 Los Angeles Report
Verus Advisory star 80 1989 $5 billion 1:2 $0 Seattle Report
BTS Asset Management star 80 1979 $2 billion 1:633 $25,000 Lexington Report
Todd Asset Management star 80 1998 $4 billion 1:43 $0 Louisville Report
Insight Capital Research & Management star 80 1989 $205 million 1:100 $0 Report
Metlife Investment Advisors star 80 2006 $147 billion 1:1 $0 Hanover Report
Heber Fuger Wendin star 80 1940 $4 billion 1:9 $250,000 Bloomfield Hills Report


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