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
1Brownson, Rehmus & Foxworth, Inc.$1,461,933$10,892,864,000$10,892,864,000
2We Family Offices$101,406,847$7,402,699,857$7,402,699,857
3Finaccess Advisors$31,711,405$4,185,905,500$4,185,905,500
4Brick Capital Management Inc$101,666,667$2,440,000,000$2,440,000,000
5Cambridge Associates Ltd Llc$263,854,570$2,374,691,130$2,374,691,130
6Mozaic, Llc$25,199,281$1,915,145,364$1,915,145,364
8Zemenick & Walker Inc$8,123,773$1,746,611,249$1,746,611,249
9Financial Clarity, Inc.$47,919,467$1,437,584,000$1,437,584,000
10Lowery Asset Consulting, Llc$1,333,854$732,285,928$732,285,928
11Clayton Financial Group, Llc$347,712$728,108,686$728,108,686
12Anodos Advisors, Llc$2,798,905$649,346,000$649,346,000
13Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
14Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
15Aequitas Investment Advisors, Llc$562,902$547,703,215$547,703,215
16Aspen Capital Management$664,733$497,220,386$497,220,386
17American Financial Advisors Inc$330,966$464,345,477$464,345,477
18Thun Financial Advisors$1,069,472$434,205,627$434,205,627
19Scott Snow (Financial Advisors) Llc$927,827$426,800,556$426,800,556
20Brite Advisors Usa, Inc.$465,734$417,763,061$417,763,061
21Optima Asset Management Inc$1,876,442$407,187,850$407,187,850
22Cda Group$336,806$398,778,793$398,778,793
23David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
24Fitzroy Investment Advisors Llc$15,728,200$393,204,990$393,204,990
25Commonwealth Advisory Group, Ltd.$402,326$361,690,863$361,690,863
26Qp Global Family Offices, Llc$67,457,410$337,287,052$337,287,052
27Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
28Clune & Associates$529,187$300,578,426$300,578,426
29Trebuchet Consulting, Llc$686,184$288,883,503$288,883,503
30Financial Life Focus, Llc$494,321$258,530,074$258,530,074
31Financial Freedom$389,153$252,560,000$252,560,000
32Havenshare Financial, LLC$22,714,562$249,860,178$249,860,178
33The Junk Investment Group$282,999$246,491,709$246,491,709
34Florek Financial, Llc$520,199$232,529,000$232,529,000
35Avivar Capital, Llc$16,285,714$228,000,000$228,000,000
36Perspective Wealth Partners, Llc$1,652,338$223,065,655$223,065,655
37Tim Looney Investments, Llc$240,984$221,223,177$221,223,177
38Schultz Financial Group Incorporated$460,392$216,384,306$216,384,306
39Old Peak Finance$561,714$204,463,975$204,463,975
40Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
41Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
42Benemark, Inc$838,770$194,594,709$194,594,709
43Fountainhead Financial, Llc$2,239,341$192,583,331$192,583,331
44Atrato Asset Management Llc$8,593,006$180,453,131$180,453,131
45Mindful Asset Planning$143,503$177,943,503$177,943,503
46Ctb Financial Services, Ltd.$201,716$176,905,231$176,905,231
47Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
48Bryspen, Incorporated$2,742,099$167,268,009$167,268,009
49Pathways Advisory Group, Inc.$188,049$162,662,723$162,662,723
50Altamont Wealth Management, Inc.$1,477,835$153,694,800$153,694,800
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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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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) not one who is an insurance company or agency.

Database last updated on June 5, 2019.