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
1Convergent Wealth Advisors, LLC$18,316,042$54,948,126$0$54,948,126
2Barclay Breland Family Office$666,667$100,000,000$0$100,000,000
3Semita Asset Management$357,143$100,000,000$0$100,000,000
4New Market Wealth Management, LLC$550,650$100,218,385$0$100,218,385
5Heritage Financial Counselors, LLC$872,174$0$100,300,000$100,300,000
6HFH Planning Inc.$170,123$0$100,372,526$100,372,526
7MBI, LLC$551,648$94,300,000$6,100,000$100,400,000
8Camden Financial Management, Inc.$523,119$100,438,882$0$100,438,882
9ADC Wealth Management, LLC$480,000$0$100,800,000$100,800,000
10Wealth Legacy Institute, Inc.$275,480$100,825,551$0$100,825,551
11Legacy Advisory Group, LLC$224,944$25,000,000$76,000,000$101,000,000
12Spotlight Asset Group$814,516$88,500,000$12,500,000$101,000,000
13Clear Creek Financial Management, LLC$78,590$101,381,703$0$101,381,703
14Titan Capital Management, LLC$166,821$101,427,238$0$101,427,238
15Stewart Wealth Management, Inc.$135,273$93,664,815$7,925,000$101,589,815
16Pacific Financial Strategies, Inc$157,020$101,591,680$0$101,591,680
17Camelotta Advisors$584,331$101,301,685$371,945$101,673,630
18Vine Street Wealth Management, LLC$841,728$101,849,033$0$101,849,033
19MGM, LLC$173,689$101,955,453$0$101,955,453
20Callahan Financial Planning Company$231,208$101,477,997$716,089$102,194,086
21Penland Legacy Advisors$248,152$95,270,332$7,216,441$102,486,773
22Worldview Wealth Advisors$355,017$98,100,000$4,500,000$102,600,000
23Atlas Wealth Partners LLC$167,377$102,602,000$0$102,602,000
24Pacific Edge Advisors, LLC$1,607,813$102,900,000$0$102,900,000
25Bradley & Company, LLC$147,043$80,920,000$22,010,000$102,930,000
26Spoor, T. Richard$1,492,110$61,773,349$41,182,232$102,955,581
27Cathy Pareto and Associates$270,995$102,978,010$0$102,978,010
28Strauss Financial Group, Inc.$220,085$103,000,000$0$103,000,000
29Tempus Wealth Planning, LLC$248,077$72,500,000$30,700,000$103,200,000
30Frazier Financial Consultants, LLC$337,264$103,540,000$0$103,540,000
31Asset Management Resources, LLC$187,419$87,580,348$16,249,952$103,830,300
32Grey Owl Capital Management$597,123$96,666,895$7,232,564$103,899,459
331776 Wealth LLC$2,362,500$84,500,000$19,450,000$103,950,000
34T. Anton Investment House, Inc.$173,854$103,964,968$0$103,964,968
35Diamond Wealth Management, LLC$335,414$103,978,418$0$103,978,418
36Entrust Financial, LLC$189,091$101,000,000$3,000,000$104,000,000
37Hillegas Advisory Services, Inc.$394,966$101,030,264$3,240,795$104,271,059
38International Management Advisors Ltd.$1,088,976$104,541,708$0$104,541,708
39Asset Planning & Management, Inc.$1,342,549$104,718,819$0$104,718,819
40Chicago Wealth Management, Inc.$176,113$102,093,383$2,870,156$104,963,539
41Hawthorn Capital Management, LLC$2,625,000$105,000,000$0$105,000,000
42Money Managers Advisory$336,538$105,000,000$0$105,000,000
43Arcadia Wealth Management$238,812$105,077,121$0$105,077,121
44Parkstone Wealth Management, LLC$1,130,997$105,182,680$0$105,182,680
45Eggerss Capital Management$300,002$105,300,868$0$105,300,868
46Kahala Financial Advisors, LLC$246,031$105,301,325$0$105,301,325
47Miller Financial Services LLC$122,887$100,910,910$4,771,791$105,682,701
48Summit Portfolio Management LLC$394,529$102,238,193$3,495,527$105,733,720
49Mueller Financial Solutions Co.$424,651$100,533,504$5,204,483$105,737,987
50Waypoint Capital Advisors, LLC$990,274$103,233,471$2,725,884$105,959,355
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Showing 1 to 50 of 1,937 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 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (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 December 11, 2017.


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