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
Argent Capital Management star 94 1998 $2.9 billion 1:296 $500,000 St. Louis Report
Stamos Capital Partners star 94 2005 $3.4 billion 1:24 $5,000,000 Menlo Park Report
SMI Advisory Services star 94 2005 $475.8 million 1:83 $20,000 Columbus Report
Symons Capital Management star 94 1983 $420.4 million 1:27 $300,000 Mt Lebanon Report
Okabena Investment Services star 94 1994 $1.5 billion 1:149 $5,000,000 Minneapolis Report
Letko, Brosseau & Associates star 94 2005 $22.9 billion 1:45 $5,000,000 Montréal Report
Standard & Poors Investment Advisory Services star 94 1996 $41.4 billion 1:1 $0 New York Report
Richmond Capital Management star 94 1982 $6.3 billion 1:4 $7,000,000 Richmond Report
Dimension Capital Management star 94 1997 $3.0 billion 1:6 $0 Miami Report
The Ithaka Group star 94 2008 $651.4 million 1:59 $500,000 Bethesda Report
Barometer Capital Management star 94 2011 $1.5 billion 1:65 $150,000 Toronto Report
New Century Advisors star 94 2002 $2.1 billion 1:26 $25,000,000 Chevy Chase Report
Oldfield Partners star 94 2011 $5.1 billion 1:1 $100,000,000 Report
American Capital Management star 94 1980 $1.8 billion 1:50 $2,000,000 New York Report
Hahn Capital Management star 94 1988 $1.6 billion 1:14 $500,000 SF Report
Fiduciary Management star 94 1980 $26.1 billion 1:78 $3,000,000 Milwaukee Report
Stockman Wealth Management star 94 2002 $3.1 billion 1:67 $250,000 Billings Report
Smith Affiliated Capital Corp star 94 1982 $1.9 billion 1:98 $0 New York Report
Piedmont Investment Advisors star 94 2000 $6.8 billion 1:1 $10,000,000 Durham Report
Advisors Capital Management star 94 2003 $2.0 billion 1:157 $300,000 Ridgewood Report
Comperio Retirement Consulting star 94 2006 $1.4 billion 1:10 $0 Cary Report
Hopwood Financial Services star 94 2003 $307.9 million 1:52 $500,000 Reston Report
Record Currency Management Limited star 94 1994 $61.9 billion 1:1 $25,000,000 Madeira Walk Report
Granahan Investment Management star 94 1985 $1.4 billion 1:4 $3,000,000 Waltham Report
Pinnacle Associates star 94 1984 $6.5 billion 1:97 $1,000,000 New York Report
Cambiar Investors star 94 2001 $14.0 billion 1:1115 $250,000 Denver Report
CM Wealth Advisors star 94 2003 $3.1 billion 1:64 $5,000,000 Beachwood Report
GeoWealth Management star 94 2010 $676.6 million 1:125 $10,000 Chicago Report
Neumeier Poma Investment Counsel star 94 1985 $1.1 billion 1:9 $20,000,000 Carmel-By-The-Sea Report
Potomac Fund Management star 94 1988 $163.0 million 1:348 $50,000 Easton Report
Pacific Alternative Asset Management Co. star 94 2000 $9.1 billion 1:1 $100,000,000 Irvine Report
The Advisory Group of San Francisco star 94 1999 $860.3 million 1:28 $500,000 SF Report
Zevenbergen Capital Investments star 94 2003 $2.4 billion 1:12 $500,000 Seattle Report
Northeast Advisers star 94 2000 $430.0 million 1:276 $250,000 Paoli Report
Retirement Wealth Advisors star 94 2007 $1.9 billion 1:95 $25,000 Grand Rapids Report
Peak Capital Management star 94 2008 $272.8 million 1:130 $1,000,000 Colorado Springs Report
Wasmer, Schroeder & Company star 94 1988 $8.3 billion 1:156 $500,000 Naples Report
Barnes Pettey Financial Advisors star 94 2007 $992.3 million 1:139 $25,000 Clarksdale Report
Euclid Investment Advisory star 94 2001 $138.0 million 1:16 $0 Bethesda Report
Merit Financial Advisors star 94 2007 $1.3 billion 1:67 $0 Alpharetta Report
Wilbanks, Smith & Thomas Asset Management star 94 1990 $3.0 billion 1:211 $1,000,000 Norfolk Report
Windham Capital Management star 94 1993 $877.2 million 1:172 $1,000,000 Boston Report
Miller Tabak Asset Management star 94 2008 $1.1 billion 1:534 $300,000 New York Report
Gross Investments star 94 2005 $247.0 million 1:27 $0 Lancaster Report
Franklin Templeton Portfolio Advisors star 94 1978 $4.1 billion 1:915 $1,000,000 San Mateo Report
Emerald Advisers star 93 1991 $2.8 billion 1:15 $5,000,000 Report
Hinsdale Associates star 93 1983 $127.9 million 1:214 $100,000 Hinsdale Report
New Century Partners star 93 1989 $577.3 million 1:3 $50,000,000 Report
Smart401k star 93 2003 $0.00 1:2883 $0 Overland Park Report
Dana Investment Advisors star 93 1979 $4.9 billion 1:52 $1,000,000 Waukesha Report
Burgundy Asset Management star 93 2001 $26.0 billion 1:51 $5,000,000 Toronto Report
StoneCastle Advisors star 93 2004 $1.3 billion 1:1 $0 Report
OakBrook Investments star 93 1998 $1.6 billion 1:2 $100,000 Lisle Report
Acorns star 93 2013 $1.1 billion 1:171529 $5,000 Irvine Report
Arrowmark Colorado Holdings star 93 2009 $14.3 billion 1:2 $10,000,000 Denver Report
Nicholas Co. star 93 1968 $4.5 billion 1:2 $1,000,000 Milwaukee Report
Chatham Investment Advisors star 93 2012 $3.4 billion 1:4 $10,000,000 Kennett Square Report
Linscomb & Williams star 93 1995 $3.0 billion 1:81 $1,000,000 Houston Report
Rockwood Capital Advisors star 93 1997 $298.2 million 1:1 $1,000,000 Maryland Heights Report
Mesirow Financial Investment Management star 93 1986 $24.3 billion 1:118 $400,000 Chicago Report
Emerald Mutual Fund Advisers Trust star 93 2005 $3.0 billion 1:1 $5,000,000 Report
Stewart Capital Advisors star 93 2005 $1.2 billion 1:10 $250,000 Indiana Report
Slavic Mutual Funds Management Corp star 93 1987 $3.8 billion 1:72 $0 Boca Raton Report
Emerging Capital Partners star 93 2010 $683.0 million 1:1 $500,000 Report
REDW Stanley Financial Advisors star 93 2000 $722.5 million 1:23 $500,000 Albuquerque Report
Lathrop Investment Management Corp star 93 1981 $608.1 million 1:38 $500,000 Little Rock Report
Pathway Capital Management star 93 1997 $48.2 billion 1:2 $10,000,000 Irvine Report
Stancorp Investment Advisers star 93 2000 $19.4 billion 1:588 $0 Portland Report
Marshwinds Advisory Co star 93 1988 $358.6 million 1:158 $0 Saint Simons Island Report
Seven Post Investment Office star 93 2011 $4.7 billion 1:7 $50,000,000 SF Report
Meridian Investment Advisors star 93 1977 $533.8 million 1:91 $500,000 Little Rock Report
Ocean Park Asset Management star 93 1989 $162.5 million 1:359 $50,000 Santa Monica Report
Swan Global Investments star 93 2010 $5.0 billion 1:489 $250,000 Durango Report
Lucid Advisors star 93 2007 $634.8 million 1:8 $0 Seattle Report
MCF Advisors star 93 2004 $1.5 billion 1:198 $500,000 Covington Report
Focused Investors star 93 2006 $2.6 billion 1:1 $250,000,000 Beverly Hills Report
Sloan Investment Management star 93 2007 $587.0 million 1:196 $5,000,000 Dallas Report
Colbert Investment Management star 93 1997 $286.0 million 1:117 $250,000 Miami Report
Charles Fish Investments star 93 1996 $573.7 million 1:17 $2,000,000 Irvine Report
Investor Solutions star 93 1994 $860.5 million 1:59 $0 Miami Report
Smith Group Asset Management star 93 1995 $3.2 billion 1:82 $0 Dallas Report
Victory Capital Management star 93 1994 $61.8 billion 1:163 $5,000,000 Brooklyn Report
Epsilon Financial Group star 93 2003 $353.5 million 1:96 $250,000 Fairfield Report
AHC Advisors star 93 2003 $183.2 million 1:34 $400,000 St. Charles Report
Intercontinental Real Estate Corporation star 93 1999 $6.6 billion 1:1 $2,000,000 Boston Report
Rogers Wealth Group star 93 1996 $874.0 million 1:47 $1,000,000 Fort Worth Report
Capital Advisors Group star 93 2001 $10.0 billion 1:1 $0 Newton Report
Xpyria Investment Advisors star 93 1990 $663.3 million 1:41 $1,000,000 Pittsburgh Report
T. Rowe Price Advisory Services star 93 2000 $254.9 million 1:1069 $1,000 Baltimore Report
Chandler Asset Management star 93 1993 $13.7 billion 1:38 $10,000,000 San Diego Report
Sasco Capital star 93 1985 $2.7 billion 1:1 $20,000,000 Fairfield Report
Cabot Properties L.P star 93 2001 $2.8 billion 1:1 $10,000,000 Boston Report
Aureus Asset Management star 93 2005 $2.3 billion 1:35 $5,000,000 Boston Report
Charles Pratt & Company star 93 1984 $661.5 million 1:341 $2,000,000 New York Report
Stadion Money Management star 93 1994 $3.3 billion 1:1119 $500,000 Watkinsville Report
American Portfolios Advisors star 93 2002 $6.2 billion 1:1881 $10,000 Holbrook Report
Private Wealth Advisors star 93 2008 $261.5 million 1:512 $50,000 Fresno Report
Sound Shore Management star 93 1978 $6.7 billion 1:1 $25,000,000 Greenwich Report
Fund Evaluation Group star 93 2002 $12.8 billion 1:117 $0 Cincinnati Report
Mitchell Group star 93 1989 $610.2 million 1:18 $5,000,000 Houston Report


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