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
7TL Private Wealth$324,483$100,003,890$9,995,734$109,999,624
8RMG Capital Advisors$773,334$110,542,645$44,171$110,586,816
9Mills Wealth Advisors, LLC$512,791$103,838,113$11,027,015$114,865,128
10Snider Advisors$289,525$66,557,060$48,674,007$115,231,067
11LD Lowe Wealth Advisory$132,384$116,630,059$0$116,630,059
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
21J.E. Simmons & Co., P.C.$264,961$132,745,529$0$132,745,529
22Meridian Wealth Advisors, LLC$384,393$110,100,000$22,900,000$133,000,000
23Barnett Financial, Inc.$335,712$136,867,284$5,474,681$142,341,965
24Paragon Financial Advisors$266,355$144,716,000$713,565$145,429,565
25Cultivar Capital, Inc.$243,068$146,083,582$0$146,083,582
26Bell Wealth Management Inc.$1,018,514$143,640,000$7,100,000$150,740,000
27Haven Wealth Group$360,563$151,436,486$0$151,436,486
28Stegent Equity Advisors Inc.$435,613$151,100,000$1,800,000$152,900,000
29Simplyrich$819,745$154,112,051$0$154,112,051
30Parker Financial Advisors$588,437$154,170,486$0$154,170,486
31Grunden Financial Advisory, Inc.$237,546$154,404,930$0$154,404,930
32Snowcap Capital Management$9,215,025$156,655,421$0$156,655,421
33Heritage Financial Planning$325,123$157,684,581$0$157,684,581
34Camden Wealth Advisors LLC$440,587$156,025,408$1,704,885$157,730,293
35Mosaic Advisors LLC$909,304$93,330,681$65,797,476$159,128,157
36Concorde Investment Management$1,485,633$115,058,121$45,390,269$160,448,390
37Lifeway Financial Corporation$444,651$160,519,035$0$160,519,035
38Fortiter Wealth Management$1,068,606$169,696,421$4,486,283$174,182,704
39Silicon Hills Wealth Management$317,336$174,535,000$0$174,535,000
40HFG Wealth Management$290,768$185,219,532$0$185,219,532
41The Watchman Group, Inc.$1,201,359$187,411,988$0$187,411,988
42Clear Rock Advisors, LLC$701,530$195,727,000$0$195,727,000
43Trinity Portfolio Advisors$235,687$163,375,002$40,494,203$203,869,205
44M.C. Byrd Wealth Management, LLC$393,952$152,993,427$51,073,674$204,067,101
45Krueger & Catalano Capital Partners, LLC$270,399$196,742,458$9,301,433$206,043,891
46Relevance Capital Management$861,515$208,486,509$0$208,486,509
47Horizon Advisors$410,770$186,588,325$22,082,690$208,671,015
48T.O.S. Advisors$4,657,289$209,578,000$0$209,578,000
49QuadCap Wealth Management$340,305$208,365,070$6,707,488$215,072,558
50Garner Asset Management Corporation$656,979$216,800,000$660,000$217,460,000
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Showing 1 to 50 of 111 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.