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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.
Business Name
# of employees
High-net-worth client assets
Total AUM
Total accounts
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 651 | Commonwealth Advisory Group Ltd. | $373,074 | $0 | $229,813,514 | $229,813,514 |
| 652 | LBA Wealth Management LLC | $379,656 | $227,000,618 | $1,931,763 | $228,932,381 |
| 653 | Chinook Capital Management LLC | $939,365 | $221,060,717 | $7,204,933 | $228,265,650 |
| 654 | William Mack & Associates Inc. | $636,872 | $218,000,000 | $10,000,000 | $228,000,000 |
| 655 | Stevens Wealth Management LLC | $2,044,035 | $226,887,846 | $0 | $226,887,846 |
| 656 | Trinity Portfolio Advisors LLC | $156,021 | $226,854,953 | $0 | $226,854,953 |
| 657 | Chatham Wealth Management | $402,323 | $226,508,000 | $0 | $226,508,000 |
| 658 | Blume Capital Management Inc. | $403,739 | $225,690,000 | $0 | $225,690,000 |
| 659 | ISI Financial Group Inc. | $186,925 | $225,244,335 | $0 | $225,244,335 |
| 660 | Baldrige Asset Management | $341,740 | $182,752,765 | $42,453,744 | $225,206,509 |
| 661 | Boston Research and Management Inc. | $703,735 | $225,195,140 | $0 | $225,195,140 |
| 662 | Hudson Advisor Services Inc. | $524,476 | $149,000,000 | $76,000,000 | $225,000,000 |
| 663 | MKKS Investment Advisory Services Inc. | $2,643,705 | $71,116,205 | $153,598,731 | $224,714,936 |
| 664 | Ruedi Holder & Associates Inc. | $201,723 | $221,508,900 | $3,008,890 | $224,517,790 |
| 665 | Gryphon Advisors LLC | $215,415 | $150,900,177 | $73,131,517 | $224,031,694 |
| 666 | Main Street Financial | $11,789,474 | $224,000,000 | $0 | $224,000,000 |
| 667 | TPW Financial Inc. | $799,889 | $220,923,254 | $3,045,634 | $223,968,888 |
| 668 | Glenmore Advisors LLC | $7,994,621 | $117,847,763 | $106,001,612 | $223,849,375 |
| 669 | Laulima Family Offices LLC | $1,827,869 | $223,000,000 | $0 | $223,000,000 |
| 670 | Asset Planning Services Inc. | $508,597 | $192,055,666 | $30,201,056 | $222,256,722 |
| 671 | Insight Wealth Partners | $563,226 | $220,960,705 | $387,178 | $221,347,883 |
| 672 | Promus Capital LLC | $243,962 | $190,645,000 | $30,141,000 | $220,786,000 |
| 673 | Cambridge Advisors Inc. | $300,640 | $207,764,716 | $12,604,626 | $220,369,342 |
| 674 | Elite Wealth Management Inc. | $415,094 | $219,500,000 | $500,000 | $220,000,000 |
| 675 | Gibraltar Capital Management Inc. | $2,443,933 | $217,404,615 | $2,549,326 | $219,953,941 |
| 676 | Yellowbrickroad Financial Advisors LLC | $209,593 | $219,652,937 | $0 | $219,652,937 |
| 677 | Alberts Investment Management Inc. | $1,634,328 | $54,000,000 | $165,000,000 | $219,000,000 |
| 678 | Rappaport Reiches Capital Management | $1,278,578 | $218,636,902 | $0 | $218,636,902 |
| 679 | Harold Davidson & Associates Inc. | $437,060 | $0 | $218,530,117 | $218,530,117 |
| 680 | DCA Global Investment Management | $367,233 | $185,092,672 | $32,676,642 | $217,769,314 |
| 681 | Investor'S Capital Management LLC | $262,018 | $208,233,998 | $8,979,263 | $217,213,261 |
| 682 | Watermark Asset Management Inc. | $232,796 | $216,500,000 | $0 | $216,500,000 |
| 683 | Compass Financial Group Inc. | $730,740 | $216,299,000 | $0 | $216,299,000 |
| 684 | Retirement Asset Management | $252,816 | $213,359,615 | $2,797,942 | $216,157,557 |
| 685 | Covington Investment Advisors Inc. | $943,694 | $195,667,624 | $20,438,333 | $216,105,957 |
| 686 | Waypoint Wealth Partners | $595,782 | $203,215,655 | $12,457,397 | $215,673,052 |
| 687 | Emerson Wealth Management LLC | $335,935 | $214,852,904 | $817,176 | $215,670,080 |
| 688 | Eidelman Virant Capital | $823,755 | $215,000,000 | $0 | $215,000,000 |
| 689 | Colorado Financial Management Inc. | $366,269 | $215,000,000 | $0 | $215,000,000 |
| 690 | Managequity | $1,471,233 | $71,500,000 | $143,300,000 | $214,800,000 |
| 691 | Northwest Financial Services Inc. | $648,279 | $207,933,251 | $6,647,037 | $214,580,288 |
| 692 | The Planning Center Inc. | $203,204 | $214,177,346 | $0 | $214,177,346 |
| 693 | America First Investment Advisors LLC | $378,676 | $197,273,079 | $16,679,027 | $213,952,106 |
| 694 | Elm Advisors LLC | $522,895 | $161,729,880 | $52,134,275 | $213,864,155 |
| 695 | Raylign Advisory LLC | $1,235,012 | $132,842,537 | $80,814,616 | $213,657,153 |
| 696 | Capital Design Associates Inc. | $196,681 | $0 | $213,398,982 | $213,398,982 |
| 697 | Atlas Capital Advisors LLC | $1,126,984 | $195,500,000 | $17,500,000 | $213,000,000 |
| 698 | SNS Financial Group LLC | $227,653 | $113,200,000 | $99,200,000 | $212,400,000 |
| 699 | Paradigm Financial Advisors LLC | $773,242 | $117,287,854 | $94,580,335 | $211,868,189 |
| 700 | Hopwood Financial Services Inc. | $449,440 | $204,034,183 | $7,651,963 | $211,686,146 |
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*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2012. (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 regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% 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.