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