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

High-net-worth client assets

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
1EMPYRION WEALTH MANAGEMENT, INC.$649,733$204,016,095$204,016,095
2WEALTHPOINT ADVISORS LLC$455,903$195,582,282$195,582,282
3EPSILON FINANCIAL GROUP, INC.$999,352$382,751,993$382,751,993
4IMPACT INVESTORS$441,981$156,903,425$156,903,425
5GREY STREET CAPITAL, LLC$1,790,763$741,375,929$741,375,929
6HELM INVESTMENT MANAGEMENT, LLC$466,315$226,162,791$226,162,791
7FOURTHOUGHT PRIVATE WEALTH$322,663$732,122,156$732,122,156
8LITTON FINANCIAL$353,242$246,916,000$246,916,000
9TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.$735,878$146,439,802$146,439,802
10TRIUMPH CAPITAL MANAGEMENT$105,746$345,895,106$345,895,106
11WEBSTERROGERS FINANCIAL ADVISORS, LLC$415,456$208,143,307$208,143,307
12VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
13THE H GROUP, INC.$315,198$654,036,123$654,036,123
14KORE PRIVATE WEALTH, LLC$1,172,034$3,571,188,631$3,571,188,631
15ISI FINANCIAL GROUP INC$265,129$512,493,993$512,493,993
16BONTEMPO OHLY CAPITAL MANAGEMENT, LLC$469,880$273,000,000$273,000,000
17STONE ISLAND FINANCIAL PLANNING$475,363$131,675,568$131,675,568
18ENSPYRE WEALTH ADVISORS, INC.$455,443$112,494,389$112,494,389
19JE WILSON ADVISORS, LLC$416,901$118,400,000$118,400,000
20EATON-CAMBRIDGE INC.$237,209$129,516,131$129,516,131
21SHEPPARD WEALTH MANAGEMENT, LLC$1,058,632$129,153,099$129,153,099
22ASSET MANAGEMENT STRATEGIES, INC.$70,021$123,237,165$123,237,165
23ARLINGTON CAPITAL MANAGEMENT, INC.$239,835$174,359,765$174,359,765
24ASSET DEDICATION, LLC$24,793$1,235,044,177$1,235,044,177
25PILLAR FINANCIAL ADVISORS, LLC$334,304$192,893,636$192,893,636
26ASHFIELD CAPITAL PARTNERS$2,080,609$1,208,833,649$1,208,833,649
27HORRELL CAPITAL MANAGEMENT, INC.$2,466,364$323,093,655$323,093,655
28HFH PLANNING INC.$312,610$129,108,017$129,108,017
29ALLODIUM INVESTMENT CONSULTANTS, LLC$543,265$312,920,885$312,920,885
30INTRINSIC VALUE PARTNERS, LLC$717,367$142,038,670$142,038,670
31VERDENCE CAPITAL ADVISORS, LLC$530,649$2,072,183,805$2,072,183,805
32ROBLE, BELKO AND COMPANY, INC.$1,040,897$747,364,080$747,364,080
33APELLA CAPITAL$323,891$869,000,000$869,000,000
34KAIZEN FINANCIAL STRATEGIES, LLC$260,738$116,549,853$116,549,853
35MERIT FINANCIAL PARTNERS LLC$409,258$119,503,212$119,503,212
36CLEARVIEW WEALTH MANAGEMENT$309,629$111,776,000$111,776,000
37ROBASCIOTTI & PHILIPSON$289,157$144,000,000$144,000,000
38CANTER WEALTH$815,166$117,383,901$117,383,901
39ROCK POINT ADVISORS, LLC$713,974$391,257,550$391,257,550
40TOM JOHNSON INVESTMENT MANAGEMENT, LLC$377,713$1,411,891,826$1,411,891,826
41MARK SHEPTOFF FINANCIAL PLANNING LLC$437,858$363,860,050$363,860,050
42ALLGEN FINANCIAL ADVISORS, INC.$151,804$235,296,000$235,296,000
43CLAY NORTHAM WEALTH MANAGEMENT$158,279$160,970,251$160,970,251
44MATRIX ASSET ADVISORS INC$1,654,750$814,137,000$814,137,000
45BERKELEY, INC$1,240,741$268,000,000$268,000,000
46KADES & CHEIFETZ, LLC$387,948$335,186,700$335,186,700
47MENDOTA FINANCIAL GROUP, LLC$233,416$229,214,102$229,214,102
48COOK WEALTH MANAGEMENT GROUP LLC$443,853$375,943,131$375,943,131
49MILESTONE WEALTH$239,244$113,162,243$113,162,243
50T.O.S. ADVISORS, LLC$2,773,864$524,260,203$524,260,203
Next Page »

Showing 1 to 50 of 2,491 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 Sabrina Straub.

*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, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (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) nor one who is an insurance company or agency.

Database last updated on June, 2020.