2016-2017 RANKING LISTS
TOP FINANCIAL ADVISORS & RIAS
This publication presents the lists of top financial advisors, Registered Investment Advisors (RIAs), and wealth management firms across the U.S. and U.K. that have been reviewed and rated in 2016-2017.
Bookmark this page and check back often. As AdvisoryHQ performs additional reviews and rankings of top financial advisory firms and asset managers (by city, state or geographic location), we’ll post the lists here.
Award Emblem: Top Wealth Management Firms in the US & UK
About AdvisoryHQ News
Searching for top rated financial advisors and investment management firms and services can be a daunting undertaking, especially if you are unfamiliar with the financial advisory and wealth management landscape.
AdvisoryHQ is committed to simplifying the research that consumers conduct before choosing a top financial advisor or product.
AdvisoryHQ News is an online news media that provides extensive research, independent reviews, and top rankings of financial firms and products across the U.S., U.K., Canada, and Australia. AdvisoryHQ was launched in 2015, and with a tremendous growth in viewership, the site has since become one of the fastest-growing review and ranking sites with millions of readers.
Our goal is to give consumers, investors, high-net-worth individuals, and business owners the exact information they need, without any hype or jargon. This allows them to make their own decisions effectively regarding the best financial advisor that meets their own needs.
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AdvisoryHQ’s Objective Standards for Selecting Top Financial Advisors
AdvisoryHQ's review and ranking articles are always 100% independently researched and written. Financial advisory and wealth management firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after our ranking publication has been completed and published to the public.
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List of Top Financial Advisors, Top Rated Wealth Managers, and Best Investment Management Firms
- Coral Gables, FL
- Florida (Statewide)
- Miami, FL
- Orlando, FL
- Palm Harbor, FL
- St. Petersburg, FL
- Tampa, FL
United Kingdom (UK)
Click any of the cities/states above to go directly to the list of top financial advisors and investment managers for that region.
Selecting the Best Financial Advisors and Investment Managers
When ranking the top financial advisors, RIAs, and best wealth management firms, top media companies, like Barron's, focus their selection criteria on assets under management (AUM), revenue, and firm size.
To generate a more reflective ranking of the top financial advisors across the U.S., AdvisoryHQ went beyond the "traditional" selection factors.
Click here for an overview of AdvisoryHQ's Top-Down Methodology for Selecting Top Advisors.
Best Financial Advisors – Atlanta
- Anthony Smith Advisors
- Berman Capital
- Capital Investment Advisors (CIA)
- Creative Financial Group
- Homrich Berg Wealth Management
- Modera Wealth Management
- Oakbridge Partners
- White Horse Advisors
Detailed Comparison Review: Best Financial Advisory firms in Atlanta, GA
Top Financial Advisors in Minneapolis, St. Paul, and Edina, MN
- Berger Financial Group
- Birchwood Financial Partners
- Cahill Financial Advisors, Inc.
- FFB Wealth Management
- Flourish Wealth Management
- Pitzl Financial
- PrairieView Partners
- SilverOak Wealth Management LLC
- White Oaks Wealth Advisors
Detailed Comparison Review: Top Financial Advisors in Minneapolis, St. Paul & Edina, MN
Best Finanacial Advisors in St. Louis, MO
- Acropolis Investment Management
- Cambridge Capital Management
- Droms Strauss Wealth Management
- HM Capital Management
- Matter Family Office
- North American Management
- Paradigm Financial Advisors, LLC
- Plancorp, LLC
- Zemenick & Walker, Inc.
Detailed Comparison Review: Top Financial Advisors in St. Louis, MO
Top Financial Advisors in Boston, Massachusetts
- Anchor Capital Advisors
- Birch Hill
- Boston Financial Management
- Boston Private Wealth
- Choate Investment Advisors
- Congress Wealth Management
- Fiduciary Trust Company
- Jones Barclay Boston
- Lexington Wealth Management
- Woodstock Corporation
Detailed Comparison Review: Best Financial Advisors in Boston, Massachusetts
Top Financial Advisors in Nashville and Memphis, Tennessee
- CapWealth Advisors, LLC
- Family Wealth Management, LLC
- Legacy Wealth Management
- Prium Investment Management, Inc.
- Reliant Investment Management, LLC
- Silverleafe Capital Partners, LLC
- Summit Asset Management
- Waddell & Associates, Inc.
- Woodmont Investment Counsel, LLC
Detailed Comparison Review: Best Financial Advisors & Wealth Managers in Nashville & Memphis, TN
Top Wealth Advisers in Leeds, UK
- Allied Financial Services Ltd
- Clayton Holmes Naisbitt Financial Consultancy LLP
- Grange Court Financial Management LLP
- Macintosh James & Partners
- NBS Financial Planning Ltd
- Tilney Bestinvest
- Towry Holdings Limited
Detailed Comparison Review: Best Financial Advisers in Leeds, UK
Top Financial Advisors in Charlotte & Asheville, North Carolina
- Alpha Financial Advisors, LLC
- Altavista Wealth Management, Inc.
- Boys, Arnold & Company
- Bragg Financial Advisors
- Keatley Wealth Management
- Matrix Wealth Advisors, Inc.
- MilleniuM Investment & Retirement Advisors
- Parsec Financial, Inc.
- Ronald Blue & Company
Detailed Comparison Review: Best Financial Advisors in Charlotte & Asheville, North Carolina
Best Financial Advisors in Philadelphia, PA
- Convergent Financial Strategies
- Hoover Financial Advisors, PC
- Locust Capital Management
- Pinnacle Financial Advisors
- Roffman Miller Associates, Inc. (RMA)
- RTD Financial Advisors, Inc.
- Schiavi + Dattani Financial Advisors
- Summit Financial Advisor
Detailed Comparison Review: Best Financial Advisors in Philadelphia, PA
Best Investment Managers and Financial Advisors in Oklahoma City & Tulsa, Oklahoma
- Align Wealth Management
- ChartMark Investments, Inc.
- Hughes Warren, Inc.
- InvesTrust Wealth Management
- Legacy Financial Group, Inc.
- NAFA Investment Management
- Retirement Investment Advisors, Inc.
- Warburton Capital
Detailed Comparison Review: Top Financial Advisors in Oklahoma City & Tulsa, Oklahoma
Top Financial IFAs in Manchester and Cheshire, UK
- Abbey Lane Financial Associates Ltd.
- Cottons Financial Planning
- Cullen Wealth
- Dewhurst Torevell
- Equilibrium Asset Management
- Greystone Financial Services Ltd.
- Kellands (Hale) Ltd.
- LIFT-Financial Ltd.
- Mutual Financial Management LLP
- Pareto Financial Planning Ltd.
Detailed Comparison Review: Top Financial Advisers (IFAs) in Manchester & Cheshire, UK
Top Financial Advisors in Cincinnati, Ohio
- Bartlett & Company
- Berno Financial Management, Inc.
- Foster & Motley Corporation
- Hengehold Capital Management, LLC
- Johnson Investment Counsel, Inc.
- Madison Wealth Management
- OJM Group, LLC
- Ritter Daniher Financial Advisory, LLC
- RiverPoint Capital Management
- Total Wealth Planning
Detailed Comparison Review: Best Financial Advisors in Cincinnati, Ohio
Top Wealth Management Firms in Tampa, St. Petersburg, and Palm Harbor, Florida
- ARS Wealth Advisors
- Beacon Asset Management, Inc.
- CapTrust Advisors, LLC
- Doyle Wealth Management, Inc.
- Harwood Financial Group
- Heritage Investment Group
- Mintco Financial Inc.
- Pinnacle Wealth Planning Services, Inc.
- Seabridge Wealth Management, LLC
Detailed Comparison Review: Top Financial Advisors in Tampa, St. Petersburg, and Palm Harbor, Florida
Best Financial Advisors in Pittsburgh, Pennsylvania
- Allegheny Financial Group
- Bill Few Associates, Inc.
- BPU Investment Management, Inc.
- D.B. Root & Company
- Fort Pitt Capital Group
- Fragasso Financial Advisors
- Grant Street Asset Management
- Legend Financial Advisors
- McMahon Financial Advisors, LLC
Detailed Comparison Review: Top Best Financial Advisors in Pittsburgh, Pennsylvania
Best Wealth Advisors in Miami and Coral Gables, Florida
- BigSur Partners
- Cathy Pareto & Associates Inc.
- Dimension Capital Management
- Evensky & Katz/Foldes Financial
- GenTrust, LLC
- Investor Solutions, Inc.
- Singer Xenos
- The Enrichment Group
- WE Family Offices LLC
Detailed Comparison Review: Best Financial Advisors in Miami & Coral Gables, Florida
Top Investment Managers & Financial Advisors in Orlando, Florida
- Allgen Financial Services – Financial Advisors, Inc.
- Certified Financial Group, Inc.
- FirsTrust Private Wealth Management Group
- Moisand Fitzgerald Tamayo, LLC
- Resource Consulting Group
- RiverTree Advisors, LLC
- Sharia Portfolio, Inc.
- The Bogdahn Group
- WaterOak Advisors
Detailed Comparison Review: Best Financial Advisors in Orlando, Florida
Top Investment Managers & Financial Advisors in Omaha, Nebraska
- America First Investment Advisors, LLC
- Callahan Financial Planning
- Cambridge Advisors Inc.
- Curnes Financial Group
- Foster Group
- Homan Wealth Advisors
- Karstens Investments
- Lutz Financial
Detailed Comparison Review: Top Financial Advisors in Omaha, Nebraska
Top Financial Planners and Wealth Advisors in Dallas, TX
- Beaird Harris Wealth Management
- Brennan Financial Services
- Chessman Wealth Strategies
- Clintsman Financial Planning
- Heritage Financial Planning
- HFS Wealth Management
- Lee Financial
- SFMG Wealth Advisors
- Tolleson Wealth Management Investment
Detailed Comparison Review: Top Financial Advisors in Dallas, Texas
Top Financial Planners, and Advisors in Phoenix and Scottsdale, Arizona
- Alpha Fiduciary
- Bledsoe Asset Management, LLC
- Exeter Financial
- Heritage Advisors, LLC
- LifeTyme Financial, LLC
- Miller Russell Associates
- Perspective Financial Services
- Silverhawk Wealth Management
- Surevest Wealth Management
- Versant Capital Management, Inc.
- WealthTrust Arizona
Detailed Comparison Review: Top Financial Advisors in Phoenix & Scottsdale, Arizona
Top Financial Advisors in Kansas City, Leawood, and North Kansas City, MO
- Atwood & Palmer, Inc.
- Buttonwood Financial Group
- Frontier Wealth Management, LLC
- Mariner Wealth Advisors
- Nicholson Capital Management
- Sound Stewardship, LLC
- Sterneck Capital Management
- Sunrise Advisors, Inc.
- Windward Private Wealth Management Inc.
Detailed Comparison Review: Top Financial Advisors in Kansas City, Leawood, & North Kansas City
Top Financial Planners, Advisors and Investment Managers in Wisconsin (Milwaukee, Pewaukee, Waukesha, Cedarburg, and Mequon)
- Annex Wealth Management
- Ellenbecker Investment Group
- Financial Service Group Inc.
- Investors Advisory Group (IAG)
- Landaas & Company
- Marietta Investment Partners
- McCarthy Grittinger Financial Group
- NorthStar Asset Management
- PJS Investment Management
- Spectrum Investment Advisors
Detailed Comparison Review: Top Financial Advisors in Wisconsin (Milwaukee, Pewaukee, Waukesha, Cedarburg, & Mequon)
Best Financial Advisors in Indianapolis, Indiana
- Avalon Wealth Advisory
- Bedel Financial Consulting, Inc.
- Castle Wealth Advisors, LLC
- Column Capital
- Deerfield Financial Advisors, Inc.
- Halter Ferguson Financial, Inc.
- Market Street Wealth Management Advisors, LLC
- Ronald Blue & Company
- Valeo Financial Advisors, LLC
- Wallington Asset Management
Detailed Comparison Review: Top Financial Advisors in Indianapolis, Indiana
Top Financial Advisors in Portland, Oregon
- Beacon Rock Partners
- Cedar Financial Advisors
- Columbia Financial Advisors
- Confluence Wealth Management
- Interactive Wealth Advisors
- Pacific Capital Works
- Springwater Wealth Management
Detailed Comparison Review: Top Financial Advisors in Portland, Oregon
Top Financial Planners, RIAs, and Wealth Managers in Seattle, Bellevue, and Kirkland
- Avier Wealth Advisors
- Blue Canoe Financial Planning
- Conlon Dart Wealth Management
- Cornerstone Advisors
- Laird Norton Wealth Management
- Moser Wealth Advisors
- MWBoone & Associates
- Robinswood Financial, LLC
- Sovereign Wealth Advisors
Top RIAs, Financial Advisors, and Wealth Managers – Austin, TX
- Austin Asset
- Barnett Financial
- Bell Wealth Management
- Briaud Financial Advisors
- Durbin Bennett Private Wealth Management
- ML&R Wealth Management LLC
- Pauley Financial
- Richard P. Slaughter Associates
Detailed Comparison Review: Best Financial Advisors in Austin, TX (RIAs, Wealth Managers, Planners)
Best New York Financial Advisors, RIAs, and Wealth Managers
- Altfest Personal Wealth Management
- Apexium Financial LP
- Francis Financial
- Frisch Financial Group Inc.
- HFH Planning
- Joel Isaacson & Co.
- KBK Wealth Management
- MainStreet Financial Planning Inc.
- Northwest Mutual Wealth Management
Detailed Comparison Review: Best Financial Advisors in New York, NY
Top Financial Advisors in Denver, Colorado Springs, and Boulder, Colorado
- Brown & Tedstrom
- Carnick & Kubik
- Dodds Wealth Management Group
- GHP Investment Advisors
- Gold Medal Waters
- Innovest Portfolio Solutions, LLC
- Janiczek® Wealth Management
- Legacy Wealth Designers
- Northstar Investment Advisors, LLC
- Sharkey, Howes, & Javer
- Wagner Wealth Management, LLC
- Wealth Legacy Institute
Detailed Comparison Review: Top Financial Advisors in Denver, Colorado Springs, & Boulder, Colorado
Best Financial Advisors in Houston, Texas
- Ascendant Advisors, LLC
- Avalon Advisors
- Center Coast Capital Advisors, LP
- Eagle Global Advisors, LLC
- Financial Synergies Asset Management
- Houston Asset Management, Inc.
- Oak Harvest Financial Group
- Portfolio Advisory Council, LLC
- Strategic Financial Advisors
- Texas Wealth Management, Inc.
- The Financial Advisory Group, Inc.
Detailed Comparison Review: Top Financial Advisory Firms in Houston, Texas
Top Financial Advisors in the San Francisco-Oakland Area
- Bell Investment Advisors
- Bingham, Osborn & Scarborough (BOS)
- Cypress Wealth Advisors
- Ensemble Capital Management
- Financial Connections
- Morling Financial Advisors
- Rand & Associates
- Tiedemann Wealth Management
- True Capital Management
- Wetherby Asset Management
- Yeske Buie
Detailed Comparison Review: Best Financial Advisors in San Francisco, Oakland, & Corte Madera, CA
Top Advisors in North Carolina (Greensboro, Chapel Hill, and Winston-Salem)
- Blue Rock Wealth Management
- DMJ Wealth Advisors, LLC
- Eton Advisors
- Franklin Street Partners
- Morton Wealth Management
- Sheets Smith Wealth Management (SSWM)
- Trent Capital Management, Inc.
- Triad Financial Advisors
- Woodward Financial Advisors
Detailed Comparison Review: Top Financial Advisors in Greensboro, Chapel Hill, & Winston-Salem, North Carolina
Top Financial Advisory Firms – Chicago
- Chicago Partners Wealth Advisors
- D3 Financial
- DeRose Financial Planning Group
- Financial Solutions
- FourStar Wealth Advisors LLC
- Private Vista
- Savant Capital Management
- The Mosaic Financial Group
- Timothy Financial Counsel
Detailed Comparison Review: Best Financial Advisors in Chicago, Illinois
Best Independent Financial Advisers in the UK (Top IFAs)
- Alexander House Financial Services Ltd
- Burlington Associates
- Devonshire Wealth Management
- Gee & Watson
- Holden and Partners
- Money Wise
- Paradigm Norton
- Partridge Muir & Warren
- Russell Ulyatt
Detailed Comparison Review: Top Independent Financial Advisers in the UK (Top IFAs)
Best Financial Advisors in San Antonio and New Braunfels
- Brent Forrest & Associates, LLC
- CIS Wealth Management Group
- Cross Financial Services
- Cypress Wealth Advisors
- Financial Life Advisors
- MHD Financial
- Netting & Pace
- PAX Financial Group
- Strategic Financial Concepts (SFC)
Detailed Comparison Review: Best Financial Advisors in San Antonio & New Braunfels
Top Financial Advisors in San Diego, California
- AWM Global Advisors
- Blankinship & Foster Family Wealth Advisors
- CCMI – Creative Capital Management Incorporated
- Dowling & Yahnke, LLC
- Labrum Wealth Management
- Pure Financial Advisors
- Rowling & Associates
- San Diego Wealth Management
- Weatherly Asset Management
Detailed Comparison Review: Top Financial Advisors in San Diego, California
Top Financial Advisors and Wealth Managers in Los Angeles, California
- Abacus Wealth Partners
- Advice Period
- Alpha Analytics Investment Group
- HCR Wealth Advisors
- KCS Wealth Advisory
- L&S Advisors
- Miracle Mile Advisors
- The Glowacki Group, LLC
- Westmount Asset Management, LLC
Detailed Comparison Review: Best Financial Advisors and Wealth Managers in Los Angeles, California
Top Florida Wealth Managers
- Cathy Pareto and Associates
- Certified Financial Group
- Evensky & Katz/Foldes Financial
- Gulf Coast Wealth Advisors
- Investor Solutions RIA
- Lassus Wherley
- Legacy Wealth Management
- Moisand Fitzgerald Tamayo LLC
- Resource Consulting Group
- Ruggie Wealth Management
- The Enrichment Group
Detailed Comparison Review: Best Financial Advisors in Florida
Best Financial Advisors in Iowa (Des Moines, Ames, Dubuque, and Davenport)
- BTC Capital Management
- Chartered Financial Services, Limited
- Foster Group
- HJN Advisors
- Marrs Wealth Management, LLC
- Quad Cities Investment Group
- Steele Capital Management
- Syverson, Strege & Company
Detailed Comparison Review: Best Financial Advisors in Iowa (Des Moines, Ames, Dubuque, & Davenport)
Top Advisors and Wealth Managers in Ohio
- Beacon Financial Partners
- Budros, Ruhlin & Roe, Inc.
- Carnegie Investment Counsel
- Cornerstone Capital Advisors
- Fairport Asset Management
- Foster & Motley
- Hamilton Capital Management
- MAI Capital Management
- NCA Financial Planners
- Sequoia Financial Group
- Spero-Smith Investment Advisers
- Summit Financial Strategies
- Truepoint Wealth Counsel
Detailed Comparison Review: Top Financial Advisors and Wealth Managers in Ohio
Top Financial Advisors in D.C., Maryland, & Virginia (Tri-State)
- Bernhardt Wealth Management
- Burt Wealth Advisors
- Cassaday & Company, Inc.
- FAI Wealth Management
- FBB Capital Partners
- Harbour Capital Advisors
- Kendall Capital Management
- McLean Asset Management
- SageVest Wealth Management
- Seneca Financial Advisors
- The Family Firm
Detailed Comparison Review: Top Financial Advisors in in D.C., Maryland, and Virginia (Tri-State)
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AdvisoryHQ Review Team