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
Verus Financial Partners star 96 1992 $656.1 million 1:71 $500,000
Birinyi Associates star 96 1990 $306.6 million 1:18 $1,000,000
Sonora Investment Management star 96 1988 $782.5 million 1:141 $500,000
Asset Advisory Group star 96 1997 $295.2 million 1:86 $250,000
Tanglewood Total Wealth Management star 96 1991 $879.4 million 1:58 $2,000,000
Exchange Capital Management star 96 1990 $466.2 million 1:52 $500,000
Wellspring Financial Advisors star 96 2007 $1.4 billion 1:24 $0
Heritage Investment Group star 96 2001 $1.1 billion 1:58 $1,000,000
The Mather Group star 96 2011 $4.1 billion 1:42 $1,000,000
Mastrapasqua Asset Management star 96 1993 $563.0 million 1:107 $100,000
O'Brien Wealth Partners star 96 1987 $570.9 million 1:66 $1,000,000
Wingate Wealth Advisors star 96 1987 $843.0 million 1:49 $0
Lassus Wherley star 96 1986 $509.8 million 1:35 $1,111,111
Cardinal Capital Management star 96 1992 $415.6 million 1:76 $0
Wealth Dimensions Group star 96 1990 $430.0 million 1:65 $500,000
Kays Financial Advisory Corp star 96 1985 $495.1 million 1:89 $500,000
Hopwood Financial Services star 96 2003 $316.5 million 1:57 $500,000
PDS Planning star 96 1988 $572.2 million 1:90 $500,000
CJM Wealth Advisers star 96 1979 $718.6 million 1:130 $0
Hengehold Capital Management star 96 1990 $590.1 million 1:91 $0
TD Capital Management star 96 1996 $597.1 million 1:41 $0
Brouwer & Janachowski star 96 2008 $1.8 billion 1:92 $1,000,000
The Planning Center star 96 2002 $708.7 million 1:104 $0
ProNvest star 96 2002 $927.2 million 1:31207 $0
Frisch Financial Group star 96 2003 $409.1 million 1:93 $500,000
Galecki Financial Management star 96 1994 $434.8 million 1:100 $500,000
Certified Advisory Corp star 96 2002 $1.2 billion 1:107 $100,000
Monterey Private Wealth star 96 2002 $516.0 million 1:56 $1,000,000
Godsey & Gibb Wealth Management star 96 1985 $821.8 million 1:76 $500,000
Diversified Portfolios star 96 1999 $841.9 million 1:93 $1,000,000
Weatherly Asset Management star 96 1995 $833.5 million 1:93 $1,000,000
Condor Capital Wealth Management star 96 1988 $960.7 million 1:81 $250,000
Taylor, Cottrill, Erickson and Associates star 96 1992 $845.5 million 1:41 $500,000
Hendley & Co star 96 1977 $274.6 million 1:96 $100,000
Tobias Financial Advisors star 96 1989 $330.3 million 1:42 $1,000,000
Middleton & Company star 96 1984 $801.1 million 1:57 $1,000,000
R.M. Davis star 96 1978 $3.9 billion 1:102 $300,000
Hart Capital Management star 96 2001 $363.6 million 1:40 $250,000
The Arkansas Financial Group star 96 1985 $467.1 million 1:75 $66,667
Churchill Management Group star 96 1967 $5.5 billion 1:163 $500,000
Smithbridge Asset Management star 96 1997 $258.9 million 1:65 $500,000
McRae Capital Management star 96 1981 $389.4 million 1:62 $0
Capital Advantage star 96 1998 $705.9 million 1:65 $500,000
Next Capital Management star 96 1999 $942.5 million 1:247 $0
Grant Street Asset Management star 96 1993 $448.5 million 1:74 $500,000
Grimes & Company star 96 2000 $2.4 billion 1:113 $500,000
Merit Financial Advisors star 96 2007 $1.5 billion 1:69 $0
Billeaud Capital Management star 96 1998 $401.1 million 1:89 $250,000
Fisher Investments star 96 1987 $94.1 billion 1:47 $500,000
Cabot Wealth Management star 96 1983 $620.6 million 1:162 $500,000
Shine Investment Advisory Services star 96 1995 $593.6 million 1:54 $1,000,000
SK Wealth Management star 96 1999 $259.8 million 1:53 $500,000
Empyrion Wealth Management star 96 1990 $188.4 million 1:86 $1,500,000
Wolf Group Capital Advisors star 96 2002 $290.4 million 1:78 $500,000
Houlihan Financial Resource Group star 96 2002 $250.7 million 1:57 $0
Azimuth Capital Management star 96 2004 $2.1 billion 1:47 $1,000,000
Quantitative Advantage star 96 2000 $408.9 million 1:167 $50,000
Plante Moran Financial Advisors star 96 1993 $14.3 billion 1:26 $777,778
Resources Management Corp star 96 1984 $700.0 million 1:53 $500,000
Bruni J V & Co star 96 1992 $560.3 million 1:225 $300,000
Colorado Financial Management star 96 1999 $1.6 billion 1:83 $0
Evanston Advisors star 96 1993 $504.7 million 1:27 $454,545
Sanderson Wealth Management star 96 2002 $666.7 million 1:245 $500,000
Lexington Wealth Management star 95 2005 $929.2 million 1:31 $333,333
Vantage Investment Partners star 95 2003 $2.1 billion 1:11 $2,000,000
Noesis Capital Management Corp star 95 1995 $495.6 million 1:44 $500,000
Aull & Monroe star 95 1990 $279.5 million 1:54 $100,000
Disciplined Investments star 95 2010 $348.7 million 1:53 $0
Howe and Rusling star 95 1941 $1.2 billion 1:832 $500,000
Charter Capital Management star 95 1981 $195.0 million 1:58 $0
Bailard star 95 1972 $4.0 billion 1:23 $2,000,000
Tirschwell & Loewy star 95 1977 $802.7 million 1:118 $0
Legacy Advisors star 95 2006 $1.6 billion 1:25 $2,000,000
Peloton Wealth Strategists star 95 1986 $187.1 million 1:42 $0
Progressive Investment Management Corporation star 95 1988 $376.3 million 1:46 $1,000,000
Lee, Danner & Bass star 95 1987 $1.1 billion 1:147 $800,000
Penn Davis Mcfarland star 95 1977 $447.9 million 1:33 $1,000,000
Daintree Advisors star 95 2010 $1.0 billion 1:18 $2,000,000
The Harbor Group star 95 1984 $993.2 million 1:77 $500,000
Zemenick & Walker star 95 1998 $1.7 billion 1:31 $0
RTD Financial Advisors star 95 1983 $1.5 billion 1:36 $0
Atlas Brown star 95 2004 $289.8 million 1:55 $0
Linscomb & Williams star 95 1995 $2.8 billion 1:82 $1,000,000
Hewins Financial Advisors star 95 1999 $3.2 billion 1:39 $500,000
Tandem Capital Management star 95 1991 $128.6 million 1:23 $1,000,000
R.W. Roge & Company star 95 1986 $233.5 million 1:140 $102,000
LJPR Financial Advisors star 95 1990 $776.1 million 1:124 $100,000
Paul Comstock Partners star 95 1984 $2.2 billion 1:20 $5,000,000
BGM Wealth Partners star 95 1996 $408.0 million 1:169 $0
Lederer & Associates Investment Counsel star 95 1986 $187.2 million 1:37 $500,000
Rochester Financial Services star 95 1999 $209.7 million 1:328 $0
Windsor Capital Management star 95 2005 $502.1 million 1:119 $200,000
Valicenti Advisory Services star 95 1983 $425.0 million 1:130 $0
Collegiate Capital Management star 95 2005 $298.2 million 1:74 $0
Auxano Advisors star 95 2007 $569.7 million 1:92 $1,000,000
Forteris Wealth Management star 95 1993 $101.9 million 1:103 $500,000
Cedar Rowe Partners star 95 1988 $309.2 million 1:43 $250,000
Passive Capital Management star 95 2008 $530.0 million 1:50 $0
Osher Van De Voorde Investment Management star 95 1995 $291.2 million 1:128 $1,000,000
TD Ameritrade star 95 1998 $19.7 billion 1:7015 $25,000