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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Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum
Marietta Wealth Management 86 2015 $527.0 million 1:70 $500,000
Spoor Behrins Campbell & Young Securities Corp 86 1995 $148.3 million 1:50 $600,000
Sagewood Asset Management 86 2015 $1.8 billion 1:142 $2,500,000
Riverpoint Capital Management 86 2012 $2.8 billion 1:66 $1,000,000
Great Lakes Retirement 86 2017 $290.9 million 1:160 $50,000
Klaas Financial Asset Advisors 86 2014 $312.6 million 1:127 $100,000
Saddock Wealth 86 2013 $98.9 million 1:6 $10,000,000
JMC Asset Management 86 2013 $33.0 million 1:2 $0
Strategic Financial Management 86 2012 $154.5 million 1:43 $0
Sierra Nevada Wealth Management 86 2012 $95.4 million 1:433 $500,000
T. Anton Investment House 86 2017 $126.7 million 1:413 $0
FAC 86 2010 $235.0 million 1:85 $0
Gradient Capital Advisors 86 2014 $301.1 million 1:105 $0
Spectrum Strategic Capital Management 86 2006 $154.5 million 1:34 $50,000
Pennington Financial Group 86 2014 $187.5 million 1:102 $50,000
WiseBanyan 86 2014 $178.7 million 1:7887 $0
Banker Investment Group 86 2014 $158.6 million 1:88 $0
Lawrence Wealth Management 86 2016 $32.0 million 1:42 $500,000
River Wealth Advisors 86 2014 $491.5 million 1:225 $500,000
Goldstone Financial Group 86 2015 $94.0 million 1:234 $50,000
ARQ Wealth Advisors 86 2016 $213.4 million 1:51 $125,000
Trust Advisory Group 86 1994 $312.1 million 1:456 $0
Wallace Advisory Group 86 2015 $142.8 million 1:59 $0
Santori & Peters 86 2017 $289.5 million 1:77 $0
Lake Tahoe Wealth Management 86 2016 $130.3 million 1:53 $150,000
Vantage Wealth Management 86 2010 $291.9 million 1:59 $1,000,000
Breeds Hill Capital 86 2014 $778.4 million 1:13 $100,000
Freedom Advisory 86 2017 $209.1 million 1:63 $100,000
Simple Financial Solutions 86 2016 $160.6 million 1:58 $0
CPS Wealth Management 86 2012 $15.0 million 1:18 $0
GWM Advisors 86 2014 $2.5 billion 1:91 $100,000
Portfolio123 Advisor 86 2016 $409,421.00 1:3 $5,000
Steel Peak Wealth Management 86 2012 $684.0 million 1:87 $0
WealthSource Partners 86 2016 $730.3 million 1:45 $100,000
Coffey Private Wealth Management 86 2012 $5.5 million 1:4 $1,000,000
Lafleur & Godfrey 86 2013 $443.2 million 1:221 $0
Artemis Financial Advisors 86 2017 $126.9 million 1:17 $1,000,000
Genesee Capital Advisors 86 2013 $151.9 million 1:188 $250,000
Mueller Financial Solutions Co 86 2016 $116.6 million 1:130 $0
Walden Wealth Partners 86 2016 $167.5 million 1:91 $1,000,000
Research Financial Strategies 86 2010 $345.2 million 1:86 $50,000
Founders Financial Alliance 86 2016 $250.3 million 1:28 $25,000
Ellevest 86 2015 $283.4 million 1:1874 $0
Concentus Wealth Advisors 86 2014 $477.7 million 1:40 $714,285
Holistic Financial Partners 86 2014 $201.8 million 1:198 $0
Integrity Financial Corporation 86 2016 $224.3 million 1:103 $0
Unison 86 2015 $1.3 billion 1:99 $25,000
Professional Financial 86 2016 $147.4 million 1:32 $666,667
Equity Investment Corp 86 2016 $2.2 billion 1:328 $0
ShariaPortfolio 86 2014 $68.7 million 1:175 $100,000
Clear Perspectives Financial Planning 86 2016 $173.9 million 1:28 $250,000
Ashbay Capital 86 2013 $70.9 million 1:35 $1,000,000
Atwater Malick 86 2016 $215.5 million 1:95 $500,000
Wellington Shields Capital Management 86 2010 $899.7 million 1:61 $0
Stadden Forbes Wealth Management 86 2015 $10.0 million 1:20 $200,000
Alpha Financial Advisors 86 2017 $135.4 million 1:52 $500,000
TIM Looney Investments 86 2012 $221.2 million 1:112 $0
Stash Investments 86 2015 $690.0 million 1:592308 $5
Mutual Advisors 86 2013 $1.8 billion 1:41 $0
Noctua International WMG 86 2009 $536.0 million 1:10 $3,000,000
McCollum Christoferson Group 86 2015 $291.7 million 1:463 $0
Rathbones 86 2005 $39.8 billion 1:207 $1,000,000
Allegheny Financial Group 86 1977 $2.4 billion 1:88 $0
HMS Investment Advisors 86 2013 $191.0 million 1:22 $500,000
Blue Water Asset Management 86 2015 $196.9 million 1:83 $0
Ballast 86 2014 $225.4 million 1:63 $0
Wealth Management Advisors 86 2014 $320.8 million 1:67 $250,000
Stewardship Advisors 86 2016 $180.4 million 1:58 $25,000
Bearing Point Wealth Partners 86 2016 $208.6 million 1:95 $200,000
Safeguard Investment Advisory Group 86 2017 $202.7 million 1:172 $100,000
Wealth Management Advisors 86 2014 $265.2 million 1:63 $1,000,000
Relative Value Partners 86 2015 $1.0 billion 1:27 $1,000,000
Invest Forward 86 2015 $2.1 million 1:865 $50
Fapa Financial Services 86 2015 $3.0 million 1:5 $250,000
Proventus 86 2013 $627.0 million 1:120 $1,000,000
Cannon Capital Management 86 2016 $129.3 million 1:50 $200,000
Bogart Wealth 86 2016 $748.1 million 1:247 $1,000,000
Acumen Wealth Advisors 86 2016 $184.5 million 1:34 $500,000
Apex Advisers 86 2013 $58.1 million 1:55 $500,000
The Financial Coach Group 86 2015 $174.4 million 1:45 $500,000
Tembion Capital Management 86 2012 $90.1 million 1:52 $0
Lineweaver Wealth Advisors 86 2014 $306.3 million 1:457 $0
Legacy Bridge 86 2016 $163.5 million 1:14 $20,000,000
Collega Capital Management 86 2012 $50.6 million 1:18 $5,000,000
Alchemy Advisors 86 2015 $291.3 million 1:166 $100,000
QuadCap Wealth Management 86 2014 $333.2 million 1:32 $0
Virtue Capital Management 86 2014 $465.2 million 1:268 $1,000
Aries Wealth Management 86 2015 $170.0 million 1:25 $0
Central Family Advisors 86 2016 $228.6 million 1:6 $0
MFA Wealth 86 2014 $212.8 million 1:74 $0
Skyline Advisors 86 2015 $160.5 million 1:71 $100,000
Nicolet Advisory Services 86 2016 $695.4 million 1:148 $5,000
Dvdendo 86 2016 $969,761.00 1:40476 $0
St. Johns Investment Management Company 86 2014 $201.8 million 1:45 $0
Noyes Advisors 86 2015 $2.4 billion 1:89 $50,000
Clarus Wealth Advisors 86 2017 $179.2 million 1:63 $50,000
Blue Spark Capital Advisors 86 2015 $116.2 million 1:44 $320,000
Foster Victor Wealth Advisors 86 2016 $327.8 million 1:141 $0
Dream Capital Advisors 86 2014 $278.3 million 1:71 $5,000,000
Chamberlain Financial Planning & Wealth Management 86 2015 $243.8 million 1:49 $120,000