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
Federated Investment Counseling star 80 1989 $77 billion 1:790 $25,000,000 Pittsburgh Report
Windsor Capital Management star 80 2005 $530 million 1:101 $200,000 Phoenix Report
Stewart Capital Advisors star 80 2005 $1 billion 1:10 $250,000 Indiana Report
Neuberger Berman Singapore PTE. Limited star 80 2014 $15 billion 1:3 $0 Report
Dolan Mceniry Capital Management star 80 1997 $6 billion 1:5 $1,000,000 Chicago Report
Towers Watson Investment Services star 80 1994 $28 billion 1:8 $0 Arlington Report
Hoisington Investment Management Co. star 80 1980 $4 billion 1:1 $1,000,000 Austin Report
Cook Street Consulting star 80 1981 $3 billion 1:5 $0 Greenwood Village Report
Lamco Advisory Services star 80 1991 $2 billion 1:22 $1,000,000 Lake Mary Report
Schenck Investment Solutions star 80 2002 $842 million 1:91 $117,647 Appleton Report
Tocqueville Asset Management star 80 1990 $13 billion 1:366 $0 New York Report
Stegner Investment Associates star 80 1994 $1 billion 1:23 $1,000,000 Louisville Report
Jarislowsky Fraser star 80 1991 $32 billion 1:2656 $1,000,000 Montréal Report
Oppenheimerfunds star 80 1971 $223 billion 1:1 $0 Report
Landmark Equity Advisors star 80 1998 $10 billion 1:3 $10,000,000 Simsbury Report
Logan Capital Management star 80 1994 $2 billion 1:91 $2,000,000 Ardmore Report
Capital Advisors Group star 80 2001 $10 billion 1:1 $0 Newton Report
Affinity Investment Advisors star 80 1992 $1 billion 1:25 $250,000 Newport Beach Report
Chandler Asset Management star 80 1993 $14 billion 1:38 $10,000,000 San Diego Report
Fiduciary Counselors star 80 1999 $19 billion 1:2 $0 Washington Report
Research Affiliates star 80 2002 $42 billion 1:2 $0 Newport Beach Report
Segall Bryant & Hamill star 80 1994 $19 billion 1:249 $1,000,000 Chicago Report
John W. Bristol & Co. star 80 1978 $4 billion 1:3 $10,000,000 New York Report
Jacobs Levy Equity Management star 80 1986 $9 billion 1:1 $25,000,000 Florham Park Report
USAA Asset Management Company star 80 2011 $151 billion 1:1 $0 Report
Marquette Associates star 80 1997 $4 billion 1:335 $0 Chicago Report
Blackstone Real Estate Advisors L.P star 80 2007 $65 billion 1:1 $0 Report
Steven M Berman Investment Advisors star 80 2004 $1 billion 1:45 $2,000,000 Report
PGIM Investments star 80 1987 $296 billion 1:1 $0 Report
Investment Consulting Group star 80 1991 $2 billion Unknown $500,000 Davenport Report
Towle & Co. star 80 1981 $1 billion 1:14 $1,000,000 St. Louis Report
Grosvenor Capital Management star 80 1997 $27 billion 1:1 $100,000,000 Chicago Report
Transamerica Asset Management star 80 1996 $84 billion 1:1 $0 Report
Stacey Braun Associates star 80 1975 $3 billion 1:192 $1,000,000 New York Report
Keel Point star 80 2003 $2 billion 1:84 $250,000 Huntsville Report
Guardian Capital star 80 1998 $18 billion 1:1 $0 Report
Ssga Funds Management star 80 2001 $528 billion 1:1 $0 Report
DHK Financial Advisors star 80 1993 $1 billion 1:4 $0 Portsmouth Report
Palisade Capital Management star 80 1995 $3 billion 1:29 $1,000,000 Fort Lee Report
Prentiss Smith & Company star 80 1982 $440 million 1:111 $400,000 Brattleboro Report
Managed Asset Portfolios star 80 2000 $664 million 1:85 $1,000,000 Rochester Report
Popular Securities star 80 2000 $1 billion 1:22 $25,000 San Juan Report
One Capital Management star 80 2001 $1 billion 1:177 $500,000 Westlake Village Report
Weitz Investment Management star 80 1983 $4 billion 1:1 $10,000,000 Omaha Report
Walter Scott & Partners Limited star 80 1983 $68 billion 1:1 $0 Report
Fourth Street Performance Partners star 80 1992 $5 billion 1:14 $0 Covington Report
State Street Global Advisors Limited star 80 2006 $323 billion 1:1 $1,500,000 Report
First Affirmative Financial Network star 80 1999 $915 million 1:196 $200,000 Colorado Springs Report
Willis Investment Counsel star 80 1983 $2 billion 1:17 $2,000,000 Gainesville Report
Advisors Management Group star 80 1989 $413 million 1:139 $0 La Crosse Report
Acadian Asset Management star 80 1986 $97 billion 1:3 $25,000,000 Boston Report
Ullico Investment Advisors star 80 1990 $2 billion 1:1 $1,000,000 Silver Spring Report
WBI Investments star 80 1985 $2 billion 1:246 $10,000 Red Bank Report
Hugh Johnson Advisors star 80 2005 $1 billion 1:202 $500,000 Albany Report
Curcio Webb star 80 1999 $612 million 1:9 $0 Pennington Report
Earnest Partners star 80 1999 $24 billion 1:3708 $0 Atlanta Report
Pavilion Advisory Group star 80 2005 $3 billion 1:3 $0 Chicago Report
Waddell & Reed star 80 1982 $22 billion 1:77 $15,000 Mission Report
Members Capital Advisors star 80 1983 $19 billion 1:23 $0 Madison Report
Meketa Investment Group star 80 1979 $8 billion 1:3 $0 Westwood Report
Strategic Capital Allocation Group star 80 2001 $2 billion 1:5 $1,000,000 Boston Report
First Republic Investment Management star 80 1999 $74 billion 1:20 $500,000 SF Report
Gardey Financial Advisors star 80 1984 $185 million 1:36 $500,000 Saginaw Report
Afam Capital star 80 1987 $951 million 1:136 $500,000 Austin Report
Ashmore Investment Management star 80 1997 $63 billion 1:3 $100,000,000 Report
S & A Financial Services star 80 2000 $190 million 1:109 $100,000 Overland Park Report
Spectrum Financial star 80 1988 $155 million 1:435 $50,000 Virginia Beach Report
Alpha Capital Management star 80 2002 $572 million 1:109 $100,000 Austin Report
Money Matters With Ken Moraif star 80 2011 $4 billion 1:201 $0 Plano Report
Pacific Portfolio Consulting star 80 2006 $4 billion 1:28 $500,000 Seattle Report
Alaska Permanent Capital Management CO star 80 1991 $2 billion 1:33 $0 Anchorage Report
Claret Asset Management Corp star 80 1997 $1 billion 1:134 $500,000 Montréal Report
IPI Wealth Management star 80 1999 $1 billion 1:74 $0 Decatur Report
Dover Partners star 80 1989 $337 million 1:19 $1,000,000 Dayton Report
Axiom Investors star 80 1999 $12 billion 1:1 $0 Greenwich Report
WrapManager star 80 2000 $341 million 1:37 $500,000 SF Report
Retirement Plan Advisors star 80 2004 $531 million 1:264 $25,000 Chicago Report
Wealth Management star 80 2006 $1 billion 1:73 $0 Norfolk Report
Barnett & Co star 80 1984 $309 million 1:44 $500,000 Chattanooga Report
Heartland Advisors star 80 1983 $2 billion 1:7 $500,000 Milwaukee Report
Akre Capital Management star 80 2000 $8 billion 1:56 $1,000,000 Middleburg Report
Patterson & Associates star 80 1994 $4 billion 1:15 $5,000,000 Austin Report
Argent Capital Management star 80 1998 $3 billion 1:296 $500,000 St. Louis Report
Schultz Collins star 80 1995 $898 million 1:32 $1,000,000 SF Report
Penn Mutual Asset Management star 80 1990 $25 billion 1:1 $0 Horsham Report
D.B. Fitzpatrick star 80 1984 $518 million 1:32 $200,000 Boise Report
APS Asset Management PTE star 80 1999 $1 billion 1:8 $0 Singapore Report
Principal Real Estate Investors star 80 1999 $14 billion 1:7 $0 Report
Bridges Investment Management star 80 1999 $3 billion 1:325 $0 Omaha Report
Advisors Asset Management star 80 2004 $1 billion 1:7 $100,000 Monument Report
Ponder Investment Co. star 80 1987 $2 billion 1:18 $0 Brentwood Report
American Capital Management star 80 1980 $2 billion 1:50 $2,000,000 New York Report
Scharf Investments star 80 1983 $5 billion 1:179 $0 Scotts Valley Report
Opus Capital Management star 80 1996 $781 million 1:52 $1,000,000 Cincinnati Report
Aspect Capital Limited star 80 2003 $2 billion 1:1 $0 Report
Retirement Funding Advisors star 80 1995 $559 million 1:44 $0 Troy Report
Johnson Investment Counsel star 80 2001 $10 billion 1:95 $500,000 Cincinnati Report
Axia Advisory Corp star 80 1992 $1 billion 1:14 $0 Indianapolis Report
First Command Advisory Services star 80 2005 $12 billion 1:94 $50,000 Fort Worth Report
Corrigan Financial star 80 1997 $780 million 1:80 $0 Middletown Report


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