RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
1Barclay Breland Family Office$666,667$100,000,000$0$100,000,000
2Semita Asset Management$357,143$100,000,000$0$100,000,000
3HFH Planning Inc.$170,123$0$100,372,526$100,372,526
4MBI, LLC$551,648$94,300,000$6,100,000$100,400,000
5Camden Financial Management, Inc.$523,119$100,438,882$0$100,438,882
6ADC Wealth Management, LLC$480,000$0$100,800,000$100,800,000
7Legacy Advisory Group, LLC$224,944$25,000,000$76,000,000$101,000,000
8Pacific Financial Strategies, Inc$157,020$101,591,680$0$101,591,680
9Camelotta Advisors$584,331$101,301,685$371,945$101,673,630
10MGM, LLC$173,689$101,955,453$0$101,955,453
11Old Peak Finance$496,602$0$102,300,000$102,300,000
12Davis Wealth Management$265,903$102,372,796$0$102,372,796
13Penland Legacy Advisors$248,152$95,270,332$7,216,441$102,486,773
14Worldview Wealth Advisors$355,017$98,100,000$4,500,000$102,600,000
15Atlas Wealth Partners LLC$167,377$102,602,000$0$102,602,000
16Pacific Edge Advisors, LLC$1,607,813$102,900,000$0$102,900,000
17Bradley & Company, LLC$147,043$80,920,000$22,010,000$102,930,000
18Spoor, T. Richard$1,492,110$61,773,349$41,182,232$102,955,581
19Cathy Pareto and Associates$270,995$102,978,010$0$102,978,010
20Legacy Advisory Group$220,557$27,000,000$76,000,000$103,000,000
21Strauss Financial Group, Inc.$220,085$103,000,000$0$103,000,000
22Frazier Financial Consultants, LLC$337,264$103,540,000$0$103,540,000
23Asset Management Resources, LLC$187,419$87,580,348$16,249,952$103,830,300
24Grey Owl Capital Management$597,123$96,666,895$7,232,564$103,899,459
25T. Anton Investment House, Inc.$173,854$103,964,968$0$103,964,968
26Entrust Financial, LLC$189,091$101,000,000$3,000,000$104,000,000
27CCI Financial Group Inc$1,352,933$100,633,993$3,541,875$104,175,868
28International Management Advisors Ltd.$1,088,976$104,541,708$0$104,541,708
29Asset Planning & Management, Inc.$1,342,549$104,718,819$0$104,718,819
30Chicago Wealth Management, Inc.$176,113$102,093,383$2,870,156$104,963,539
31Hawthorn Capital Management, LLC$2,625,000$105,000,000$0$105,000,000
32Allstreet Capital LLC$477,273$105,000,000$0$105,000,000
33Arcadia Wealth Management$238,812$105,077,121$0$105,077,121
34Gasber Financial Advisors, Inc$313,877$105,148,796$0$105,148,796
35Parkstone Wealth Management, LLC$1,130,997$105,182,680$0$105,182,680
36Eggerss Capital Management$300,002$105,300,868$0$105,300,868
37Miller Financial Services LLC$122,887$100,910,910$4,771,791$105,682,701
38Summit Portfolio Management LLC$394,529$102,238,193$3,495,527$105,733,720
39Mueller Financial Solutions Co.$424,651$100,533,504$5,204,483$105,737,987
40J2 Capital Management, Inc.$128,793$105,739,095$0$105,739,095
41Value Wealth Management LLC$251,704$70,226,010$35,993,283$106,219,293
42Cambridge Associates Ltd LLC$53,118,903$0$106,237,806$106,237,806
43Topturn Capital, LLC$463,991$84,593,000$21,661,000$106,254,000
44Everest Wealth Management$1,457,451$106,393,904$0$106,393,904
45AP Wealth Management$215,821$102,911,812$3,488,013$106,399,825
46Morgillo Financial Management$152,865$101,500,000$5,200,000$106,700,000
47Nikulski Financial, Inc.$106,474$86,700,000$20,200,000$106,900,000
48Carmel Capital Management LLC$1,091,837$107,000,000$0$107,000,000
49Westshore Wealth$475,556$103,200,000$3,800,000$107,000,000
50Heritage Financial Advisors, LLC$261,208$0$107,095,287$107,095,287
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Showing 1 to 50 of 1,906 entries

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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

Database last updated on June 5, 2017.