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
Camarda Wealth Advisory Group star 95 2002 $211.3 million 1:48 $100,000
Shayne & Co star 95 1999 $257.7 million 1:51 $1,000,000
Wealth Care star 95 2006 $306.4 million 1:50 $500,000
Roundview Capital star 95 2008 $593.1 million 1:90 $1,000,000
Pollock Planning Associates star 95 1986 $140.5 million 1:80 $300,000
Blue Bell Private Wealth Management star 95 2005 $374.2 million 1:77 $0
Hays Advisory star 95 2001 $292.8 million 1:168 $500,000
CTS Financial Planning star 95 1985 $280.1 million 1:56 $50,000
Larry Heller & Associates star 95 2003 $214.0 million 1:136 $1,000,000
Howard Capital Management star 95 1974 $1.3 billion 1:77 $1,000
SBK Financial star 95 2005 $574.3 million 1:19 $1,000,000
Capricorn Investment Group star 95 2008 $4.5 billion 1:2 $0
1 North Wealth Services star 95 2002 $166.4 million 1:74 $500,000
Allied Portfolio Management star 95 2002 $148.7 million 1:196 $0
KLS Professional Advisors Group star 95 2004 $5.8 billion 1:277 $1,000,000
Beese Fulmer Private Wealth Management star 95 1980 $584.1 million 1:51 $500,000
Arcadia Investment Advisors star 95 1999 $180.5 million 1:126 $100,000
Cortland Associates star 95 1989 $652.0 million 1:201 $500,000
Gemmer Asset Management star 95 1999 $1.1 billion 1:229 $25,000
Eidelman Virant Capital star 95 1984 $292.2 million 1:28 $1,000,000
Searcy Financial Services star 95 1981 $230.1 million 1:25 $0
Violich Capital Management star 95 1999 $585.9 million 1:50 $500,000
Clark Capital Management Group star 95 1986 $10.1 billion 1:1163 $0
Estate Counselors star 95 2004 $638.6 million 1:13 $500,000
Safford Nicholas H & CO star 95 1983 $1.1 billion 1:40 $2,000,000
Saybrook Capital Corp star 95 1989 $287.0 million 1:125 $1,000,000
Pecaut & Co star 95 1995 $223.0 million 1:49 $100,000
Financial Designs Corporation star 95 1995 $344.4 million 1:264 $500,000
Investor Solutions star 95 1994 $816.9 million 1:71 $0
John W. Brooker & Co. CPAs star 95 1983 $411.7 million 1:270 $100,000
Lumbard & Kellner star 95 2003 $176.9 million 1:56 $1,500,000
Spence Asset Management star 95 1993 $236.0 million 1:204 $50,000
Abacus Wealth Partners star 95 2004 $2.1 billion 1:36 $0
Wills Financial Group star 95 1999 $206.4 million 1:39 $0
Waters, Parkerson & Co. star 95 1972 $1.5 billion 1:157 $1,000,000
Epsilon Financial Group star 95 2003 $329.5 million 1:101 $250,000
Modera Wealth Management star 95 2010 $2.4 billion 1:38 $1,000,000
Payne Capital Management star 95 2008 $638.5 million 1:124 $0
Balentine star 95 2009 $2.6 billion 1:260 $5,000,000
Paragon Capital Management star 95 1998 $312.7 million 1:68 $500,000
Rogers Wealth Group star 95 1996 $806.3 million 1:57 $1,000,000
Natural Investments star 95 2005 $524.2 million 1:61 $50,000
Pinnacle Advisory Group star 95 1993 $2.0 billion 1:62 $500,000
Grubman Wealth Management star 95 2004 $377.7 million 1:46 $1,000,000
Budros, Ruhlin & Roe star 95 1988 $2.3 billion 1:30 $500,000
Highland Private Wealth Management star 95 1999 $598.3 million 1:22 $0
Asset Strategies star 95 2002 $119.9 million 1:69 $0
Warwick Partners star 95 1979 $813.6 million 1:84 $500,000
Clinton Investment Management star 95 2008 $549.3 million 1:71 $1,000,000
Halbert Hargrove star 95 1988 $2.3 billion 1:37 $1,000,000
Clearlogic Financial star 95 2004 $308.6 million 1:108 $500,000
Blue Prairie Group star 95 2005 $296.4 million 1:16 $350,000
Northwest Investment Counselors star 95 1999 $413.8 million 1:63 $500,000
Ashfield Capital Partners star 95 2007 $967.3 million 1:156 $100,000
Zimmerman Wealth Management star 95 2003 $208.7 million 1:125 $1,000,000
Dynamic Wealth Advisors star 95 2011 $1.5 billion 1:48 $0
Charles D. Hyman & Company star 95 1991 $1.1 billion 1:263 $250,000
Petersen Hastings Investment Management star 95 1983 $670.2 million 1:97 $50,000
Financial Freedom star 95 2005 $252.6 million 1:49 $0
JLB & Associates star 95 1983 $483.1 million 1:137 $300,000
Chesley, Taft & Associates star 95 2000 $1.6 billion 1:45 $1,000,000
Harbour Investment Management star 95 1991 $290.5 million 1:46 $500,000
Roof, Eidam & Maycock star 95 1996 $543.7 million 1:97 $200,000
Steinberg Global Asset Management star 95 1992 $1.0 billion 1:40 $1,000,000
Eqis Capital Management star 95 2008 $1.8 billion 1:858 $25,000
Financial Asset Management Corp star 95 1986 $206.8 million 1:42 $0
HeadInvest star 95 2006 $568.9 million 1:46 $500,000
Silver Oak Advisory Group star 95 1991 $235.6 million 1:85 $631,579
Berno Financial Management star 95 1993 $194.3 million 1:43 $750,000
OneSource Retirement Advisors star 95 2002 $276.1 million 1:34 $1,000,000
Redmond Asset Management star 95 2005 $277.9 million 1:48 $100,000
First Foundation Advisors star 95 1990 $3.9 billion 1:46 $500,000
Warner Financial star 95 2005 $361.4 million 1:81 $500,000
The Wealth Collaborative star 95 2007 $491.4 million 1:61 $500,000
JE Wilson Advisors star 95 1997 $107.3 million 1:116 $600,000
Capstone Financial Advisors star 95 1999 $1.4 billion 1:63 $1,000,000
Fulcrum Capital star 95 2007 $418.6 million 1:28 $1,000,000
Betterment star 95 2009 $16.4 billion 1:122446 $100,000
Snow Creek Wealth Management star 95 2007 $274.6 million 1:69 $0
Mount Yale Investment Advisors star 95 2006 $1.3 billion 1:404 $100,000
Baldwin & Clarke Advisory Services star 95 1985 $215.9 million 1:31 $150,000
Wealthstream Advisors star 95 2004 $568.5 million 1:131 $1,334,000
Socha Financial Group star 95 1998 $238.9 million 1:130 $0
Berk Cleveland Rathmell Wealth Strategies star 95 2002 $236.8 million 1:40 $250,000
Raskob Kambourian Financial Advisors star 95 1985 $148.4 million 1:27 $526,316
Capital Counsel star 95 1999 $1.5 billion 1:16 $1,000,000
BBR Partners star 95 2000 $15.9 billion 1:18 $20,000,000
Pacific Asset Management star 95 2002 $181.5 million 1:66 $250,000
Fairway Wealth Management star 95 2002 $1.4 billion 1:38 $2,000,000
Barry Investment Advisors star 95 2007 $602.2 million 1:54 $2,000,000
Traphagen Financial Group star 95 1999 $610.2 million 1:153 $0
Dixon, Hubard, Feinour & Brown star 95 1981 $526.6 million 1:85 $500,000
Managed Asset Portfolios star 95 2000 $699.9 million 1:96 $1,000,000
Bigelow Investment Advisors star 95 2007 $294.7 million 1:72 $300,000
SignatureFD star 95 2001 $3.5 billion 1:30 $2,000,000
Financial Advisory Corporation star 95 1989 $563.2 million 1:32 $1,000,000
Beacon Capital Management star 95 2002 $2.8 billion 1:1523 $0
FBB Capital Partners star 95 2000 $1.1 billion 1:145 $500,000
Legacy Capital Partners star 95 1972 $352.3 million 1:38 $600,000
Bristlecone Advisors star 95 1999 $1.2 billion 1:34 $2,000,000