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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 |
|---|---|---|---|---|---|
| 51 | Corbin & Company | $1,921,210 | $22,138,264 | $139,243,394 | $161,381,658 |
| 52 | Act Wealth Management LLC | $640,810 | $160,202,601 | $0 | $160,202,601 |
| 53 | Beck Capital Management LLC | $334,112 | $143,000,000 | $0 | $143,000,000 |
| 54 | Netting & Pace | $519,329 | $116,690,090 | $25,605,949 | $142,296,039 |
| 55 | Snowcap Capital Management | $8,863,256 | $137,144,510 | $4,667,585 | $141,812,095 |
| 56 | Steward Financial Group LLC | $321,080 | $0 | $139,670,015 | $139,670,015 |
| 57 | Posey Capital | $446,000 | $133,800,000 | $0 | $133,800,000 |
| 58 | Cultivar Capital Inc. | $307,176 | $130,856,790 | $0 | $130,856,790 |
| 59 | Concorde Investment Management | $1,227,344 | $96,434,441 | $33,663,994 | $130,098,435 |
| 60 | Matthew Goff Investment Advisor LLC | $1,067,763 | $115,153,251 | $12,978,363 | $128,131,614 |
| 61 | Haven Wealth Group | $1,336,842 | $127,000,000 | $0 | $127,000,000 |
| 62 | The Relevance Group | $586,044 | $120,724,968 | $0 | $120,724,968 |
| 63 | Stegent Equity Advisors Inc. | $357,860 | $119,380,000 | $861,000 | $120,241,000 |
| 64 | The Watchman Group Inc. | $337,854 | $117,911,000 | $0 | $117,911,000 |
| 65 | Coffey Private Wealth Management | $7,237,500 | $36,000,000 | $79,800,000 | $115,800,000 |
| 66 | Sawtelle Financial Management LLC | $167,155 | $114,000,000 | $0 | $114,000,000 |
| 67 | Rmg Capital Advisors LLC | $690,621 | $112,439,583 | $131,585 | $112,571,168 |
| 68 | Waterloo Capital Management | $252,381 | $84,000,000 | $22,000,000 | $106,000,000 |
| 69 | HFG Wealth Management LLC | $211,473 | $105,313,397 | $0 | $105,313,397 |
| 70 | Lifeway Financial Corp. | $380,370 | $103,840,985 | $0 | $103,840,985 |
| 71 | Grunden Financial Advisory Inc. | $246,040 | $103,829,030 | $0 | $103,829,030 |
| 72 | Charles D. Jones Capital Management Inc. | $1,507,463 | $96,000,000 | $5,000,000 | $101,000,000 |
| 73 | Barnett Financial Inc. | $291,874 | $92,515,803 | $8,472,707 | $100,988,510 |
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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.