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
Spelts Wealth Management star 80 2015 $115.0 million 1:153 $250,000 Chico Report
Price Asset Management star 80 2016 $71.5 million 1:3 $0 Chicago Report
Flagship Private Wealth star 80 2016 $144.1 million 1:146 $250,000 Woburn Report
Maplewood Investment Advisors star 80 2002 $323.6 million 1:70 $2,000 Dallas Report
Hancock Capital Investment Management star 80 2007 $14.9 billion 1:1 $0 Report
Allen Capital Group star 80 2005 $449.1 million 1:78 $50,000 Grand Island Report
Sageguard Financial Group star 80 2016 $220.0 million 1:143 $0 Goodlettsville Report
Vanderbilt Advisory Services star 80 2012 $343.9 million 1:25 $0 Report
Grupp Financial star 80 2017 $7.4 million 1:1 $0 Jackson Report
Structured Asset Investors star 80 2004 $168.4 million 1:1 $25,000,000 Report
Prosperity Wealth Management star 80 2015 $112.0 million 1:16 $0 Report
Applied Financial Wisdom star 80 2015 $27.9 million 1:166 $50,000 Highland Report
Optimal Capital Advisors star 80 2007 $261.0 million 1:47 $0 Traverse City Report
Partnership Capital Growth Investors Management star 80 2015 $120.4 million 1:5 $0 Report
Hazard & Siegel Advisory Services star 80 2009 $166.4 million 1:7 $0 Syracuse Report
Knowledge Leaders Capital star 80 2008 $497.6 million 1:34 $0 Denver Report
The Investment Advisor Alliance star 80 2017 $83.9 million 1:58 $100,000 Oradell Report
Primerica Advisors star 80 2011 $1.2 billion 1:18 $25,000 Duluth Report
Stratos Wealth Advisors star 80 2016 $44.1 million 1:18 $10,000 Beachwood Report
Foxhall Capital Management star 80 1987 $2.1 million 1:38 $75,000 Middleburg Report
10-15 Associates star 80 2002 $752.9 million 1:1333 $750,000 Goshen Report
Monaco Capital Management star 80 2015 $74.0 million 1:100 $100,000 Virginia Beach Report
The Retirement Planning Company of New England star 80 1998 $138.0 million 1:72 $500,000 Warwick Report
Santander Securities star 80 1999 $897.0 million 1:25 $100,000 Boston Report
Kiely Wealth Advisory Group star 80 1998 $449.9 million 1:222 $100,000 Report
Mussett Wealth Management star 80 2017 $54.1 million 1:72 $0 Rensselaer Report
John Hancock Personal Financial Services star 80 2015 $927.2 million 1:296 $0 Boston Report
Atlas Wealth Partners star 80 2015 $117.2 million 1:134 $100,000 Report
Gator Capital Management star 80 2013 $155.5 million 1:10 $0 Tampa Report
Allstate Financial Advisors star 80 2007 $37.5 million 1:1 $0 Report
Advanced Group Financial Services star 80 2017 $26.9 million 1:91 $0 Utica Report
Annex Wealth Management star 80 2004 $1.8 billion 1:137 $0 Elm Grove Report
Winslow Wealth Management star 80 2012 $14.3 million 1:11 $250,000 Report
U.S. Bancorp Investments star 80 2007 $7.9 billion 1:41 $50,000 St Paul Report
Novak & Powell Financial Services star 80 2017 $166.1 million 1:124 $500,000 St. Petersburg Report
Lasalle Investment Management Securities star 80 1994 $9.0 billion 1:1 $0 Baltimore Report
ADK Wealth Advisory Group star 80 2015 $317.8 million 1:154 $250,000 St. Louis Report
Conover Capital Management star 80 2015 $223.9 million 1:58 $50,000 Bellevue Report
Granite Bay Wealth Management star 80 2015 $146.4 million 1:104 $250,000 Portsmouth Report
Jefferies Investment Advisers star 80 2003 $5.7 billion 1:11 $250,000 Report
Monroe Vos Consulting Group star 80 1994 $5.4 billion 1:8 $0 Houston Report
Shiraishi Financial Group Advisors star 80 2016 $107.6 million 1:86 $50,000 Honolulu Report


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