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
1Semita Asset Management$357,143$100,000,000$0$100,000,000
2Parkstone Wealth Management, LLC$1,130,997$105,182,680$0$105,182,680
3Eggerss Capital Management$300,002$105,300,868$0$105,300,868
4Game Plan Advisors, Inc.$141,991$107,203,063$0$107,203,063
5Equistar Wealth Management LLC$671,348$107,415,641$0$107,415,641
6Eubank, Hutson & Associates, LLC$210,932$103,154,486$4,842,894$107,997,380
7Financial Life Advisors$279,585$92,844,782$19,268,792$112,113,574
8Mills Wealth Advisors, LLC$512,791$103,838,113$11,027,015$114,865,128
9Snider Advisors$289,525$66,557,060$48,674,007$115,231,067
10LD Lowe Wealth Advisory$132,384$116,630,059$0$116,630,059
11Trinity Legacy Partners, LLC$303,045$117,581,588$0$117,581,588
12Halbert Wealth Management, Inc$174,413$11,929,901$108,240,905$120,170,806
13Riverstone Advisors, LLC$753,221$124,281,537$0$124,281,537
14Heritage Wealth Management$301,613$125,169,434$0$125,169,434
15The Personal Wealth Coach$166,852$119,582,215$6,724,609$126,306,824
16Bonner & Smith$166,267$128,025,764$0$128,025,764
17Daniels & Erickson Financial Advisors, LLC$839,169$92,861,339$35,531,582$128,392,921
18Pauley Financial$233,118$5,525,546$124,321,268$129,846,814
19Focus Wealth Advisors$1,111,111$115,000,000$15,000,000$130,000,000
20Saddock Wealth$740,113$78,100,000$52,900,000$131,000,000
21TL Private Wealth$378,266$116,104,276$15,154,195$131,258,471
22J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
23Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
24Stone Asset Management, Inc.$269,823$136,530,558$0$136,530,558
25Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
26Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
27Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
28Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
29Haven Wealth Group$360,563$151,436,486$0$151,436,486
30Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
32Parker Financial Advisors$588,437$154,170,486$0$154,170,486
33Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
34Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
35Heritage Financial Planning$325,123$157,684,581$0$157,684,581
36Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
37Mosaic Advisors LLC$909,304$93,330,681$65,797,476$159,128,157
38Fuller Wealth Management, LLC$533,333$160,000,000$0$160,000,000
39Concorde Investment Management$1,485,633$115,058,121$45,390,269$160,448,390
40Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
41Fortiter Wealth Management$1,068,606$169,696,421$4,486,283$174,182,704
42Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
43Chessman Wealth Strategies$134,305$164,104,837$14,924,156$179,028,993
44The Watchman Group, Inc.$429,844$187,411,988$0$187,411,988
45Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
46Trinity Portfolio Advisors$235,687$163,375,002$40,494,203$203,869,205
47M.C. Byrd Wealth Management, LLC$393,952$152,993,427$51,073,674$204,067,101
48Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
49Relevance Capital Management$861,515$208,486,509$0$208,486,509
50Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
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Showing 1 to 50 of 114 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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