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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 |
|---|---|---|---|---|---|
| 1 | Parsons Capital Management Inc. | $692,564 | $902,120,307 | $3,753,213 | $905,873,520 |
| 2 | Rex Capital Advisors LLC | $1,447,715 | $635,547,098 | N/A | $635,547,098 |
| 3 | Matheys Lane Capital Management L.P. | $2,017,047 | $392,046,392 | $209,033,554 | $601,079,946 |
| 4 | Endurance Wealth Management Inc. | $759,441 | $543,000,000 | N/A | $543,000,000 |
| 5 | Corrigan Financial Inc. | $429,014 | $364,584,000 | $78,000 | $364,662,000 |
| 6 | SlocumGordon & Co. Llp | $588,160 | $157,126,898 | $500,000 | $157,626,898 |
| 7 | Sk Wealth Management LLC | $156,628 | $105,273,927 | $3,269,126 | $108,543,053 |
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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 November 1, 2012. To qualify, a firm must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2012, (2) total AUM is at least $100M, (3) no employees 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.