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$25,199,281$1,915,145,364$1,915,145,364
7Andersen Tax LLC$5,668,948$1,865,084,000$1,865,084,000
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
10Dan Goldie Financial Services$631,010$858,173,291$858,173,291
11Lowery Asset Consulting, LLC$1,333,854$732,285,928$732,285,928
12Clayton Financial Group, LLC$347,712$728,108,686$728,108,686
13Anodos Advisors$2,798,905$649,346,000$649,346,000
14Private Wealth Management, Inc.$1,103,990$590,634,796$590,634,796
15Schaefer Financial Management, Inc.$358,997$554,290,947$554,290,947
16Aequitas Investment Advisors, LLC$562,902$547,703,215$547,703,215
17Aspen Capital Management$664,733$497,220,386$497,220,386
18Monticello Wealth Management, LLC$1,386,152$476,836,286$476,836,286
19American Financial Advisors Inc$330,966$464,345,477$464,345,477
20Optima Asset Management Inc$1,841,208$452,937,101$452,937,101
21Thun Financial Advisors$1,069,472$434,205,627$434,205,627
22Scott Snow (Financial Advisors)$927,827$426,800,556$426,800,556
23Devere Usa, Inc.$465,734$417,763,061$417,763,061
24CDA Group$336,806$398,778,793$398,778,793
25David M. Lee, P.C.$1,623,143$397,669,969$397,669,969
26Fitzroy Investment Advisors LLC$15,728,200$393,204,990$393,204,990
27Commonwealth Advisory Group, Ltd..$402,326$361,690,863$361,690,863
28Qp Global Family Offices, LLC$67,457,410$337,287,052$337,287,052
29Kutscher Benner Barsness & Stevens, Inc.$541,361$325,357,941$325,357,941
30Clune & Associates$529,187$300,578,426$300,578,426
31Trebuchet Consulting$686,184$288,883,503$288,883,503
32Financial Life Focus$494,321$258,530,074$258,530,074
33Financial Freedom$389,153$252,560,000$252,560,000
34Havenshare Financial, LLC$22,714,562$249,860,178$249,860,178
35The Junk Investment Group$282,999$246,491,709$246,491,709
36Florek Financial, LLC$520,199$232,529,000$232,529,000
37Avivar Capital, LLC$16,285,714$228,000,000$228,000,000
38Perspective Wealth Partners$1,652,338$223,065,655$223,065,655
39Tim Looney Investments$240,984$221,223,177$221,223,177
40Schultz Financial Group Incorporated$460,392$216,384,306$216,384,306
41Old Peak Finance$561,714$204,463,975$204,463,975
42Vickery Financial Services, Inc.$129,303$199,127,037$199,127,037
43Quantum Financial Services Inc.$533,663$196,387,928$196,387,928
44Benemark, Inc$838,770$194,594,709$194,594,709
45Fountainhead Financial$2,239,341$192,583,331$192,583,331
46Atrato Asset Management LLC$8,593,006$180,453,131$180,453,131
47Mindful Asset Planning$143,503$177,943,503$177,943,503
48CTB Financial Services, Ltd..$201,716$176,905,231$176,905,231
49Portfolio Advisors, Inc.$243,051$168,920,340$168,920,340
50Bryspen, Incorporated$2,742,099$167,268,009$167,268,009
Next Page »

Showing 1 to 50 of 2,205 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.