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.$24,071,544$0$11,241,411,000$11,241,411,000
2WE Family Offices$103,439,759$0$7,344,222,913$7,344,222,913
3Finaccess Advisors$36,574,400$0$4,388,928,000$4,388,928,000
4Matter Family Office$10,833,408$0$2,578,351,209$2,578,351,209
5Brick Capital Management Inc$100,424,000$0$2,510,600,000$2,510,600,000
6Andersen Tax LLC$7,032,960$0$2,116,921,000$2,116,921,000
7Mozaic$24,955,906$0$1,896,648,870$1,896,648,870
8Zemenick & Walker Inc$8,794,545$0$1,794,087,238$1,794,087,238
9Cardiff Park Advisors$895,420$0$1,737,114,597$1,737,114,597
10Cambridge Associates Ltd. LLC$425,238,915$0$1,700,955,660$1,700,955,660
11Financial Clarity, Inc.$47,063,613$0$1,458,972,000$1,458,972,000
12Dan Goldie Financial Services$742,981$0$874,488,735$874,488,735
13Cherry Creek Family Offices$1,150,461$0$846,739,650$846,739,650
14Lowery Asset Consulting, LLC$1,680,886$0$736,228,248$736,228,248
15Clayton Financial Group, LLC$373,833$0$715,889,277$715,889,277
16Schaefer Financial Management, Inc.$411,536$0$605,369,439$605,369,439
17Anodos Advisors$3,216,489$0$604,700,000$604,700,000
18Private Wealth Management, Inc.$1,128,017$0$600,104,903$600,104,903
19Aequitas Investment Advisors, LLC$618,304$0$569,458,099$569,458,099
20American Financial Advisors Inc$340,622$0$525,238,584$525,238,584
21Optima Asset Management Inc$2,435,562$0$513,903,616$513,903,616
22Aspen Capital Management$779,221$0$509,610,800$509,610,800
23The Fairman Group$4,652,605$0$488,523,556$488,523,556
24Devere Usa, Inc.$464,135$0$427,004,000$427,004,000
25Scott Snow (Financial Advisors)$988,436$0$422,062,000$422,062,000
26Truenorth Wealth$414,000$0$414,000,000$414,000,000
27CDA Group$323,033$0$405,730,044$405,730,044
28David M. Lee, P.C.$1,692,817$0$404,583,157$404,583,157
29Fitzroy Investment Advisors LLC$1,146,297$0$392,033,459$392,033,459
30Thun Financial Advisors$1,256,380$0$373,144,817$373,144,817
31Commonwealth Advisory Group, Ltd..$422,088$0$368,904,545$368,904,545
32Clune & Associates$568,517$0$323,486,282$323,486,282
33Monticello Wealth Management, LLC$1,029,568$0$319,166,188$319,166,188
34Kutscher Benner Barsness & Stevens, Inc.$544,668$0$315,907,264$315,907,264
35Hemsley Advisors, Ltd..$1,526,953$0$309,971,358$309,971,358
36Trebuchet Consulting$758,405$0$288,193,840$288,193,840
37The Junk Investment Group$299,985$0$271,786,440$271,786,440
38Havenshare Financial, LLC$23,845,816$0$262,303,971$262,303,971
39Qp Global Family Offices, LLC$83,377,851$0$250,133,554$250,133,554
40Financial Freedom$394,103$0$248,285,000$248,285,000
41Financial Life Focus$447,291$0$226,776,497$226,776,497
42Tim Looney Investments$256,656$0$221,750,814$221,750,814
43Perspective Wealth Partners$396,441$0$212,888,593$212,888,593
44Schultz Financial Group Incorporated$472,488$0$211,674,659$211,674,659
45Atrato Asset Management LLC$10,773,104$0$204,688,982$204,688,982
46Vickery Financial Services, Inc.$122,771$0$194,345,921$194,345,921
47Florek Financial, LLC$450,198$0$193,585,000$193,585,000
48Fountainhead Financial$2,750,089$0$192,506,225$192,506,225
49Benemark, Inc$701,998$0$187,433,571$187,433,571
50Portfolio Advisors, Inc.$246,021$0$186,729,709$186,729,709
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Showing 1 to 50 of 2,314 entries

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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 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (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 11, 2018.

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