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.

Filters

# of employees

MinMax

Total AUM

MinMax

Total accounts

MinMax

Discretionary AUM

MinMax

Avg. discretionary account AUM

MinMax

Non-discretionary AUM

MinMax

Non-discretionary accounts

MinMax

Average non-discretionary account AUM

MinMax

Avg. account AUM

MinMax
Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
51Beck Capital Management$296,296$200,000,000$0$200,000,000
52Palantir Capital Management, Ltd.$986,559$75,239,641$120,099,039$195,338,680
53Beacon Financial Advisors Ltd$338,173$184,358,497$6,709,519$191,068,016
54Act Wealth Management$658,724$189,712,425$0$189,712,425
55Haven Wealth Group$793,983$184,998,000$0$184,998,000
56Clintsman Financial Planning$196,791$177,052,314$2,421,490$179,473,804
57Posey Capital$553,398$171,000,000$0$171,000,000
58Snowcap Capital Management$7,707,409$169,563,000$0$169,563,000
59Netting & Pace CPAs$591,624$133,535,722$31,527,414$165,063,136
60The Goff Financial Group$484,906$149,273,690$13,654,665$162,928,355
61Waterway Wealth Management$299,845$160,117,047$0$160,117,047
62Steward Financial Group$312,229$159,549,244$0$159,549,244
63The Watchman Group, Inc.$413,089$155,235,085$86,368$155,321,453
64The Relevance Group$675,217$147,197,308$0$147,197,308
65Concorde Investment Management$1,356,261$115,560,290$30,915,854$146,476,144
66Cultivar Capital, Inc.$281,012$144,721,000$0$144,721,000
67Sawtelle Financial Management$177,488$137,730,633$0$137,730,633
68Stegent Equity Advisors Inc.$394,229$134,365,220$855,216$135,220,436
69Grunden Financial Advisory, Inc.$251,535$127,025,319$0$127,025,319
70Parker Financial Advisors$553,230$126,017,771$118,568$126,136,339
71HFG Wealth Management$235,592$124,863,569$0$124,863,569
72QuadCap Wealth Management$462,686$122,611,754$0$122,611,754
73Lifeway Financial Corporation$383,428$113,878,025$0$113,878,025
74RMG Capital Advisors$699,262$112,430,170$151,002$112,581,172
75Bell Wealth Management Inc.$976,316$105,600,000$5,700,000$111,300,000
76Focus Wealth Advisors$346,144$94,101,577$13,895,344$107,996,921
77Barnett Financial, Inc.$299,392$100,334,661$6,847,664$107,182,325
78The Personal Wealth Coach$139,779$106,737,201$54,121$106,791,322
79J.E. Simmons & Co., P.C.$240,378$103,362,716$0$103,362,716
80Saddock Wealth$34,100,000$41,600,000$60,700,000$102,300,000
81Eubank, Hutson & Associates$303,866$100,883,554$0$100,883,554
82Halbert Wealth Management, Inc$131,586$2,400,000$98,000,000$100,400,000
« Previous Page

Showing 51 to 83 of 83 entries

Page 1 | 2

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 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, 2014. (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.