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
Northwest Investment Counselors star 93 1999 $396.9 million 1:133 $500,000 Lake Oswego Report
Pension Partners star 93 2007 $133.1 million 1:6 $1,000,000 New York Report
Petersen Hastings Investment Management star 93 1983 $684.0 million 1:103 $50,000 Kennewick Report
Ashen Investment Management star 93 2009 $1.0 billion 1:5 $10,000,000 Report
Mason Investment Advisory Services star 93 1982 $7.0 billion 1:21 $0 Reston Report
First Fiduciary Investment Counsel star 93 1976 $587.8 million 1:96 $1,000,000 Independence Report
WEDGE Capital Management star 93 1987 $13.0 billion 1:2 $10,000,000 Charlotte Report
Sanderson Asset Management star 93 2001 $12.1 billion 1:1 $5,000,000 Report
Raub Brock Capital Management star 93 2010 $1.3 billion 1:77 $5,000 Larkspur Report
Eqis Capital Management star 93 2008 $2.2 billion 1:787 $25,000 San Rafael Report
Premier Estate Planners star 93 2007 $156.7 million 1:148 $0 Clinton Twp Report
Income Research + Management star 93 1987 $69.3 billion 1:6 $50,000,000 Boston Report
Towle & Co. star 93 1981 $1.0 billion 1:14 $1,000,000 St. Louis Report
Grosvenor Capital Management star 93 1997 $27.2 billion 1:1 $100,000,000 Chicago Report
Snow Capital Management star 93 1990 $2.6 billion 1:99 $2,000,000 Sewickley Report
Stacey Braun Associates star 93 1975 $2.9 billion 1:192 $1,000,000 New York Report
Newhaven Asset Management star 93 2005 $137.2 million 1:53 $0 Toronto Report
LD Lowe Wealth Advisory star 93 2005 $126.6 million 1:83 $500,000 Dallas Report
Concord International Investments star 93 1989 $363.7 million 1:1 $1,500,000 Report
Global Environment Fund star 93 1991 $813.0 million 1:5 $5,000,000 Bethesda Report
Hammer Asset Management star 93 1990 $217.9 million 1:27 $300,000 Auburn Report
AEA QP Advisers star 93 2003 $9.8 billion 1:5 $5,000,000 New York Report
Transitions Wealth Management star 93 2002 $262.7 million 1:57 $500,000 Greenwood Village Report
Ambassador Advisors star 93 2002 $489.6 million 1:491 $0 Lancaster Report
Keene & Associates star 93 1994 $389.3 million 1:39 $250,000 Fort Worth Report
Raskob Kambourian Financial Advisors star 93 1985 $191.9 million 1:26 $526,316 Tucson Report
Aldrich Wealth star 93 2008 $1.2 billion 1:32 $50,000 Lake Oswego Report
Pacific Asset Management star 93 2002 $197.5 million 1:52 $250,000 Gig Harbor Report
Twin Capital Management star 93 1990 $2.1 billion 1:1 $2,000,000 Canonsburg Report
Oak Ridge Investments star 93 1989 $2.0 billion 1:314 $1,000,000 Chicago Report
Campbell Newman Asset Management star 93 1972 $613.7 million 1:155 $1,000,000 Milwaukee Report
Financial Advisory Corporation star 93 1989 $582.6 million 1:56 $1,000,000 Grand Rapids Report
Aetos Alternatives Management star 93 2001 $11.0 billion 1:7 $1,000,000 Menlo Park Report
Glovista Investments star 93 2008 $723.8 million 1:154 $1,000,000 Jersey City Report
Covington Investment Advisors star 93 2003 $361.7 million 1:49 $0 Ligonier Report
Martin & Company Investment Counsel star 93 1998 $1.6 billion 1:10 $2,500,000 Knoxville Report
Polaris Greystone Financial Group star 93 2011 $1.5 billion 1:59 $500,000 San Rafael Report
Legend Financial Advisors star 93 1993 $274.5 million 1:48 $250,000 Pittsburgh Report
Baron Capital Management star 93 1983 $1.6 billion 1:1 $10,000,000 New York Report
Gresham Partners star 93 1997 $6.9 billion 1:133 $24,000,000 Chicago Report
Smart Investor star 93 2003 $308.6 million 1:40 $0 Roseville Report
Lucerne Capital Management star 93 2001 $1.7 billion 1:2 $0 Greenwich Report
Weitz Investment Management star 93 1983 $4.2 billion 1:1 $10,000,000 Omaha Report
Castle Creek Arbitrage star 93 2006 $2.4 billion 1:1 $1,000,000 Chicago Report
HMI Capital star 93 2012 $1.6 billion 1:1 $0 SF Report
Cooke & Bieler star 93 2001 $5.9 billion 1:15 $3,000,000 Philadelphia Report
Wealth Planning Corp star 93 1983 $283.0 million 1:63 $0 Cincinnati Report
Willis Investment Counsel star 93 1983 $2.2 billion 1:17 $2,000,000 Gainesville Report
Hayek Kallen Investment Management star 93 1985 $282.1 million 1:314 $500,000 Fairhope Report
TCG Advisors star 93 2001 $1.8 billion 1:44 $100,000 West Lake Hills Report
Litman Gregory Asset Management star 93 1995 $5.0 billion 1:85 $3,000,000 Walnut Creek Report
Strategy Asset Managers star 93 2001 $594.5 million 1:55 $250,000 Woodcliff Lake Report
Leading Edge Investment Advisors star 93 2007 $3.2 billion 1:5 $50,000,000 SF Report
Whitener Capital Management star 93 1987 $226.1 million 1:210 $0 Rocky Mount Report
Strategies Capital Management star 93 2003 $471.7 million 1:9 $500,000 Denver Report
Family Investment Center star 93 2005 $189.7 million 1:64 $100,000 St Joseph Report
361 Capital star 93 2002 $1.5 billion 1:60 $1,000,000 Denver Report
Cardinal Capital Management star 93 1995 $2.7 billion 1:3 $5,000,000 Greenwich Report
Hillswick Asset Management star 93 2004 $1.1 billion 1:1 $1,000,000 Stamford Report
Dillon & Associates star 93 1988 $339.8 million 1:103 $250,000 Jackson Report
Brown Capital Management star 93 1983 $9.7 billion 1:3 $5,000,000 Baltimore Report
Hugh Johnson Advisors star 93 2005 $1.4 billion 1:202 $500,000 Albany Report
Smith W B & CO star 93 1987 $617.2 million 1:4 $1,000,000 Report
Busey Capital Management star 93 2003 $263.2 million 1:97 $125,000 Report
Peregrine Asset Advisers star 93 2001 $323.9 million 1:86 $100,000 Portland Report
Earnest Partners star 93 1999 $24.0 billion 1:3708 $0 Atlanta Report
Autus Asset Management star 93 2003 $841.2 million 1:39 $500,000 Scottsdale Report
Merritt Capital Investment Advisors star 93 2005 $101.7 million 1:1 $1,000,000 Darien Report
Everence Trust Company star 93 2001 $1.7 billion 1:67 $50,000 Goshen Report
Alternative Investment Group Services star 93 1997 $1.1 billion 1:1 $1,000,000 Fairfield Report
Eagle Capital Management star 93 1995 $27.9 billion 1:146 $5,000,000 New York Report
Palouse Capital Management star 93 1994 $347.8 million 1:170 $100,000 Spokane Report
Shelton Capital Management star 93 1985 $2.0 billion 1:84 $100,000 Denver Report
Grassi Investment Management star 93 2000 $829.4 million 1:94 $1,000,000 Santa Clara Report
Milliman star 93 1988 $38.8 billion 1:10 $0 Seattle Report
KRG Capital Partners star 93 2001 $1.2 billion 1:1 $5,000,000 Denver Report
Prime Buchholz & Associates star 93 1990 $848.4 million 1:137 $0 Portsmouth Report
Century Management star 93 1979 $1.3 billion 1:80 $500,000 Austin Report
S & A Financial Services star 93 2000 $190.0 million 1:109 $100,000 Overland Park Report
ACT Wealth Management star 93 2010 $220.2 million 1:34 $500,000 Plano Report
Altrius Capital Management star 93 2004 $358.9 million 1:61 $500,000 New Bern Report
Coho Partners star 93 2001 $4.5 billion 1:431 $10,000,000 Berwyn Report
Spectrum Financial star 93 1988 $154.7 million 1:435 $50,000 Virginia Beach Report
Highland Capital Management star 93 1972 $3.0 billion 1:122 $375,000 Memphis Report
Etrade Capital Management star 93 2000 $5.4 billion Unknown $5,000 New York Report
Global Forest Partners star 93 2003 $3.5 billion 1:1 $10,000,000 Lebanon Report
Prime Capital Management Company Limited star 93 2006 $3.8 billion 1:1 $0 Report
Naples Asset Management Co star 93 2006 $206.5 million 1:70 $100,000 Naples Report
Cambridge Advisors star 93 1990 $420.5 million 1:354 $500,000 Omaha Report
Howland Capital Management star 93 1972 $2.0 billion 1:122 $0 Boston Report
Blooom star 93 2013 $3.0 billion 1:3324 $0 Leawood Report
Mangham Associates star 93 1994 $1.7 billion 1:7 $25,000,000 Charlottesville Report
Claret Asset Management Corp star 93 1997 $1.4 billion 1:134 $500,000 Montréal Report
Retirement Management Systems star 93 2010 $1.1 billion 1:1248 $0 Severna Park Report
Investment Counselors of Maryland star 93 2001 $2.1 billion 1:8 $500,000 Baltimore Report
LCG Associates star 93 1982 $327.7 million 1:3 $0 Atlanta Report
Waterfall Asset Management star 93 2006 $8.0 billion 1:1 $1,000,000 New York Report
DSM Capital Partners star 93 2001 $7.8 billion 1:28 $1,500,000 Palm Beach Gardens Report
Mitchell, Vaught & Taylor star 93 1996 $549.4 million 1:13 $100,000 Chicago Report
Absolute Capital Management star 93 2003 $261.6 million 1:793 $30,000 Pittsburgh Report


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