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Top RIA Firms to Watch in 2020

Published on May 20, 2020


Financial Advisor Reviews and Reports | 1u2f.com Announces the 2020 Firms to Watch List


As the new year kicks off, more than half of Americans surveyed have vowed to improve their finances. But, as they research different financial professionals, how will they know how to choose a financial advisor they can trust?


That's where Financial Advisor Reviews and Reports | 1u2f.com comes in.


Our main search bar across the Financial Advisor Reviews and Reports | 1u2f.com website enables Americans to quickly pull a Checkup page for over 650,000 individuals and 7,000 RIA firms. Using the same single search bar, Americans can find a Trusted SEC-regulated RIA firm in their city. We’ve made it even easier to find a financial fiduciary with the release of our 2020 Firms to Watch list.


The 94 financial advisory firms listed below were selected using our rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. In particular, the qualifiers for the 2020 Firms to Watch are as follows: 

It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM); it is based on the fact that they are doing business the right way.


We applaud these firms for their commitment to fiduciary advice and putting the interests of their clients first, and we’re excited to see how they grow and shape the industry in 2020.


Congratulations!

Firm Year Registered Headquarters Advisor / Client Ratio Minimum
Alpha Financial Advisors 2014 Charlotte, NC 1:43
Alpha Investment Consulting Group 2006 Milwaukee, WI 1:2
Alpha Investment Management 2005 Cincinnati, OH 1:1015
Altman Investment Management 2001 Princeton, NJ 1:11
Andco Consulting 2001 Orlando, FL 1:3
Arbor Wealth Advisors 2013 Troy, MI 1:60
Arcadia Investment Advisors 1999 Eagle, ID 1:131
Aspen Capital Management 2004 Boise, ID 1:57
Asset Advisory Group 1997 Cincinnati, OH 1:76
Aufman Associates 1983 Sewickley, PA 1:70
Avier Wealth Advisors 2012 Bellevue, WA 1:47
BCR Wealth Strategies 2002 Vestavia Hills, AL 1:42
Baxter Capital Management 1979 Indianapolis, IN 1:5
BeManaged 2009 Grand Rapids, MI 1:337
Bolton Partners Investment Consulting Group 1994 Baltimore, MD 1:1
Brent Forrest & Associates 2011 San Antonio, TX 1:363
Bull City Advisors 2012 Durham, NC 1:54
Callan 1973 San Francisco, CA 1:4
Cape Ann Capital 2006 Chester, MA 1:121
Capital Resource Management 1991 Deerfield, IL 1:50
Carswell Investments 2011 East Syracuse, NY 1:71
Clinton Investment Management 2008 Stamford, CT 1:70
Coburn Barrett 2013 San Francisco, CA 1:1
Comperio Retirement Consulting 2006 Cary, NC 1:10
Conservest Capital Advisors 1993 Wood, PA 1:46
Corrigan Financial 1997 Middletown, RI 1:86
Crosspoint Capital Management 2019 San Francisco, CA 1:142
DE Groote Financial Group 2013 Westlake Village, CA 1:135
DHK Financial Advisors 1993 Portsmouth, NH 1:22
Denali Wealth Management 2010 Mequon, WI 1:52
Dover Partners 1989 Dayton, OH 1:16
Empyrion Wealth Management 1990 Roseville, CA 1:83
Enright, Mollin, Cascio & Ramusevic 1990 Elmhurst, NY 1:100
Equius Partners 1984 Novato, CA 1:107
ForUsAll 2013 San Francisco, CA 1:4640
Foster Group 1991 West Des Moines, IA 1:53
Frank, Rimerman Advisors 2003 Palo Alto, CA 1:49
Frontier Asset Management 2001 Sheridan, WY 1:357
Fund Direct Advisors 2013 Greensboro, NC 1:40
Gibson Capital 2009 Wexford, PA 1:38
Grace Capital 2007 Quincy, MA 1:67
Greerwalker Wealth Management 2002 Charlotte, NC 1:85
Gutt Financial Management 1995 Atlanta, GA Unknown
Hanson & Doremus Investment Management 1998 Burlington, VT 1:67
Harvest Capital Management 2020 Concord, NH 1:33
Hodge Financial Services 2009 Hinsdale, NH 1:72
International Research & Asset Management 2020 Dallas, TX 1:36
Ironwood Wealth Management 2004 Hurricane, WV 1:124
JE Wilson Advisors 1997 Columbia, SC 1:72
Kuhn Advisors 1993 Durham, NC 1:40
LCG Associates 1982 Atlanta, GA 1:3
Lassus Wherley 1986 New Providence, NJ 1:39
Lumin Financial 2011 Southfield, MI 1:69
M.Z. Kark & Associates 1985 Denver, CO 1:69
Madden Funds Management 1995 Oak Park, IL 1:90
Marquette Associates 2010 Chester, PA 1:9
Mercer Global Advisors 2008 Denver, CO 1:39 $500,000
Mill Creek Capital Advisors 2006 Conshohocken, PA 1:15
Moler Capital Management 1995 1:44
Monograph Wealth Advisors 2015 El Segundo, CA 1:43
New England Retirement Consultants 2012 Boston, MA 1:2
Pacific Asset Management 2002 Gig Harbor, WA 1:81
Paratus Financial 2005 Dallas, TX 1:20
Park Place Capital Corporation 1988 Nashville, TN 1:1
PartnersInWealth 2000 Houston, TX 1:34
Personal Capital Advisors Corporation 2011 San Francisco, CA 1:139
Pinney & Scofield 1985 Cambridge, MA 1:95
Potomac Fund Management 1988 Easton, MD 1:198
ProNvest 2002 Chattanooga, TN 1:9868
Prudent Management Associates 1983 Philadelphia, PA 1:59
Retirement Fund Management 2008 Atlanta, GA 1:22
Riverbend Capital Advisors 2011 Chicago, IL 1:94
Robinswood Financial 2007 Kirkland, WA 1:77
Rowling & Associates 2012 San Diego, CA 1:76
Scott Snow (financial Advisors) 2005 Westlake, OH 1:88
Servus Capital Management 2016 Lynchburg, VA 1:156
Siena Wealth Management 2020 San Jose, CA 1:49
Smart Portfolios 2007 Lake Forest Park, WA 1:29
Spectrum Financial Management 2003 San Rafael, CA 1:126
Steele Capital Management 1995 Dubuque, IA 1:166
Stolper & Co. 1976 San Diego, CA 1:48
Summit Portfolio Management 1994 Las Vegas, NV 1:111 $250,000
Symmetry Partners 2002 Glastonbury, CT 1:513
TFC Financial Management 1982 Boston, MA 1:35
Thalassa Capital 2018 Santa Monica, CA 1:33
The Nestegg Group 2006 Lincolnwood, IL 1:65
The Wealth Collaborative 2007 Westlake Village, CA 1:71
Thomas J. Herzfeld Advisors 1984 Miami Beach, FL 1:78
Tobias Financial Advisors 1989 Plantation, FL 1:46
Ward & Associates 1998 Encinitas, CA 1:17
WebsterRogers Financial Advisors 2002 Florence, SC 1:42
Whelan Financial 1991 Fresno, CA 1:68
Willow Creek Wealth Management 1999 Sebastopol, CA 1:89
Wingate Wealth Advisors 1987 Lexington, MA 1:50
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