Best Investors
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Explore top-ranked registered investment advisory firms by size, reach, and assets under management.
Firms with the largest number of registered investment advisors
| # | Firm | City | State | Investors |
|---|---|---|---|---|
| 1 | RABENOLD ADVISORS, INC. | WILLIAMSVILLE | NY | 2 |
| 2 | MK CAPITAL | NORTHFIELD | IL | 0 |
| 3 | WINCH FINANCIAL | APPLETON | WI | 7 |
| 4 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | SYDNEY | 0 | |
| 5 | TROUTMAN WEALTH | MALVERN | PA | 1 |
| 6 | RCP ADVISORS, LLC | CHICAGO | IL | 0 |
| 7 | JOURNEY WEALTH MANAGEMENT | CLEVELAND | OH | 16 |
| 8 | NEUBERGER BERMAN ASIA LIMITED | HONG KONG | 0 | |
| 9 | KRUSE ASSET MANAGEMENT, LLC | CHICAGO | IL | 3 |
| 10 | MEKETA INVESTMENT GROUP INC | WESTWOOD | MA | 0 |
| 11 | DRC SAVILLS INVESTMENT MANAGEMENT LLP | LONDON | 0 | |
| 12 | APERA ASSET MANAGEMENT LLP | LONDON | 0 | |
| 13 | TRANQUILLI FINANCIAL ADVISOR, LLC | CLINTON | NJ | 2 |
| 14 | WESTRIVER MANAGEMENT, LLC | SEATTLE | WA | 0 |
| 15 | CHOKSHI & QUEEN WEALTH ADVISORS | SAN DIEGO | CA | 4 |
| 16 | EM-ES FUND MANAGEMENT LTD. | ROAD TOWN, TORTOLA | 0 | |
| 17 | STONEBRIDGE CAPITAL ADVISORS LLC | ST. PAUL | MN | 3 |
| 18 | STRATEGIC INTERNATIONAL | 1 | ||
| 19 | MARCH CAPITAL | SANTA MONICA | CA | 0 |
| 20 | RRE VENTURES | NEW YORK | NY | 0 |
Firms with the widest geographic footprint
| # | Firm | City | State | Locations |
|---|---|---|---|---|
| 1 | RABENOLD ADVISORS, INC. | WILLIAMSVILLE | NY | 1 |
| 2 | MK CAPITAL | NORTHFIELD | IL | 1 |
| 3 | WINCH FINANCIAL | APPLETON | WI | 2 |
| 4 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | SYDNEY | 0 | |
| 5 | TROUTMAN WEALTH | MALVERN | PA | 1 |
| 6 | RCP ADVISORS, LLC | CHICAGO | IL | 1 |
| 7 | JOURNEY WEALTH MANAGEMENT | CLEVELAND | OH | 2 |
| 8 | NEUBERGER BERMAN ASIA LIMITED | HONG KONG | 0 | |
| 9 | KRUSE ASSET MANAGEMENT, LLC | CHICAGO | IL | 1 |
| 10 | MEKETA INVESTMENT GROUP INC | WESTWOOD | MA | 1 |
| 11 | DRC SAVILLS INVESTMENT MANAGEMENT LLP | LONDON | 0 | |
| 12 | APERA ASSET MANAGEMENT LLP | LONDON | 0 | |
| 13 | TRANQUILLI FINANCIAL ADVISOR, LLC | CLINTON | NJ | 2 |
| 14 | WESTRIVER MANAGEMENT, LLC | SEATTLE | WA | 1 |
| 15 | CHOKSHI & QUEEN WEALTH ADVISORS | SAN DIEGO | CA | 2 |
| 16 | EM-ES FUND MANAGEMENT LTD. | ROAD TOWN, TORTOLA | 0 | |
| 17 | STONEBRIDGE CAPITAL ADVISORS LLC | ST. PAUL | MN | 1 |
| 18 | STRATEGIC INTERNATIONAL | 1 | ||
| 19 | MARCH CAPITAL | SANTA MONICA | CA | 1 |
| 20 | RRE VENTURES | NEW YORK | NY | 1 |
Firms managing the largest client asset portfolios
| # | Firm | City | State | AUM |
|---|
Firms with the most advisory clients
| # | Firm | City | State | Clients |
|---|
Regulatory AUM divided by advisory clients
| # | Firm | City | State | AUM / client |
|---|
Firms managing the most assets from foreign nationals
| # | Firm | City | State | Foreign Assets |
|---|