Best Financial Advisor Firms

Here is a summary ranking of the best SEC-regulated RIAs in the United States. Learn more about our mission.


Share

star = Trusted Firm

Firm Trust Score Year Registered AUM Advisor / Client Ratio Minimum Headquarters Download
Fidelity Institutional star 80 2004 $78 billion 1:1 $0 Report
Cortina Asset Management star 80 2004 $2 billion 1:3 $1,000,000 Milwaukee Report
Granahan Investment Management star 80 1985 $1 billion 1:4 $3,000,000 Waltham Report
Roosevelt Investments star 80 1991 $2 billion 1:782 $500,000 New York Report
Quest Investment Management star 80 1985 $1 billion 1:30 $5,000,000 Lake Oswego Report
Neumeier Poma Investment Counsel star 80 1985 $1 billion 1:9 $20,000,000 Carmel-By-The-Sea Report
Randolph Co. star 80 1986 $622 million 1:11 $1,000,000 Cincinnati Report
The Advisory Group of San Francisco star 80 1999 $860 million 1:28 $500,000 SF Report
Concord Advisory Group star 80 1991 $23 billion 1:1 $10,000,000 Princeton Report
Retirement Wealth Advisors star 80 2007 $2 billion 1:95 $25,000 Grand Rapids Report
Luther King Capital Management Corporation star 80 1979 $16 billion 1:53 $2,000,000 Fort Worth Report
Bridgewater Wealth & Financial Management star 80 2010 $894 million 1:55 $333,333 Bethesda Report
Cidel Asset Management star 80 2014 $5 billion 1:20 $25,000,000 Toronto Report
G & R Investment Consultants star 80 1980 $1 billion 1:13 Report
TCW Asset Management Company star 80 1970 $39 billion 1:1 $0 Report
Leuthold Weeden Capital Management star 80 1987 $2 billion 1:12 $50,000 Minneapolis Report
Strategic Investment Counsel Corp star 80 1996 $4 billion 1:5 $2,000,000 Report
Ariel Investments star 80 1983 $13 billion 1:25 $10,000,000 Chicago Report
Meeder Investment Management star 80 1974 $2 billion 1:36 $10,000 Report


Feedback