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
1Cypress Financial Planning$118,718$53,054,184$47,024,849$100,079,033
2Summit Wealth Advisors, Inc.$243,877$93,628,407$6,605,074$100,233,481
3Brewster Financial Planning LLC$208,694$100,214,961$167,036$100,381,997
4Value Wealth Management LLC$275,444$81,867,738$18,669,164$100,536,902
5Auctus Advisors LLC$960,997$100,904,713$0$100,904,713
6Legacy Advisory Group, LLC$224,944$25,000,000$76,000,000$101,000,000
7Clearview Wealth Management$298,873$101,318,000$0$101,318,000
8Westend Capital Management, LLC.$523,329$101,525,827$0$101,525,827
9Krane Financial Solutions$255,308$56,238,498$45,373,971$101,612,469
10Brazos Capital$282,100$102,120,282$0$102,120,282
11Single Point Partners$343,898$100,253,073$1,884,603$102,137,676
12Boston Retirement Advisors, LLC$165,756$102,437,000$0$102,437,000
13Purtill Financial LLC$207,388$0$102,449,516$102,449,516
14Cypress Capital Advisors, LLC$229,392$102,538,008$0$102,538,008
15Gunderson Capital Management$271,802$102,741,147$0$102,741,147
16The Rudd Company, LLC$213,222$94,450,764$8,322,242$102,773,006
17Paragon Wealth Management$307,769$98,179,840$4,615,147$102,794,987
18Game Plan Advisors, Inc.$140,636$102,804,767$0$102,804,767
19Robert Priske, LLC$903,509$103,000,000$0$103,000,000
20International Management Advisors Ltd.$1,431,182$103,045,106$0$103,045,106
21Kennedy Wealth And Tax Management, Inc.$407,905$96,000,000$7,200,000$103,200,000
22Dudley Capital Management LLC$444,030$103,458,995$0$103,458,995
23Gatemore Capital Management, LLC$544,540$102,431,311$1,031,233$103,462,544
24Semita Asset Management$372,482$103,550,000$0$103,550,000
25Omega Wealth Management LLC$256,235$0$104,031,234$104,031,234
26Everest Wealth Management$1,486,766$104,073,650$0$104,073,650
27Dedicated Capital Advisors, LLC$1,253,930$76,356,071$27,720,104$104,076,175
28Antonetti Capital Management, LLC$399,987$83,088,920$21,307,619$104,396,539
29Dew Wealth Strategies$421,291$104,901,503$0$104,901,503
30Spotlight Asset Group$423,256$81,419,973$23,547,490$104,967,463
31Allstreet Capital LLC$921,053$105,000,000$0$105,000,000
32Tembion Capital Management$596,981$105,068,656$0$105,068,656
33Matrix Planning Inc$815,221$54,335,073$50,828,403$105,163,476
34Spoor, T. Richard$1,502,408$59,092,458$46,076,112$105,168,570
35Heritage Financial Counselors, LLC$884,034$0$105,200,000$105,200,000
36Wellspring Financial Partners$570,600$103,562,861$1,998,159$105,561,020
37Barclay Breland Family Office$818,591$105,598,209$0$105,598,209
38Blue Spark Capital Advisors$1,161,070$105,657,334$0$105,657,334
39Minerva Planning Group$293,107$99,157,563$6,653,906$105,811,469
40Millennium Investment Services$421,614$102,202,735$3,622,481$105,825,216
41RHS Financial, LLC$290,110$100,290,000$5,600,000$105,890,000
42Allen Capital Management, LLC$575,543$105,900,000$0$105,900,000
43Sica Wealth Management, LLC$135,307$85,644,372$20,436,042$106,080,414
44Leap Wealth Management$146,417$106,011,731$140,820$106,152,551
45Ironridge Wealth Management, LLC$273,704$106,197,305$0$106,197,305
46Keystone Global Partners LLC$689,593$68,319,792$37,877,596$106,197,388
47HFH Planning Inc.$240,139$0$106,381,426$106,381,426
48Titan Capital Management, LLC$136,324$106,741,397$0$106,741,397
49Genereux Investment Management, Inc.$415,730$106,842,728$0$106,842,728
50Wealth Legacy Institute, Inc.$299,614$106,962,073$0$106,962,073
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Showing 1 to 50 of 2,172 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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. 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) not one who is an insurance company or agency.

Database last updated on June 11, 2018.


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