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.

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Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
151SECURITY FIRST ADVISORS$234,873$297,349,257$297,349,257
152GREENLINE PARTNERS$22,775,000$616,000,000$295,000,000$911,000,000
153WINGATE WEALTH ADVISORS, INC.$340,578$626,440,049$293,460,560$919,900,609
154IRONSIDES ASSET ADVISORS, LLC$1,982,359$385,832,431$292,134,387$677,966,818
155THE HOERNER PLANNING GROUP, LLC$963,279$583,465,468$291,192,243$874,657,711
156ASSET ADVISORY GROUP INC$617,409$17,221,630$289,013,476$306,235,106
157SEQUENT ASSET MANAGEMENT, LLC$1,569,115$344,446,718$287,906,692$632,353,410
158S.A. MASON, LLC$910,254$190,570,230$280,030,833$470,601,063
159BT FAMILY OFFICE, LLC$21,384,615$278,000,000$278,000,000
160RELIANT INVESTMENT MANAGEMENT, LLC$2,710,530$840,869,284$275,869,222$1,116,738,506
161AJ WEALTH$1,692,922$1,209,000,000$274,000,000$1,483,000,000
162AUTUMN LANE ADVISORS, LLC$2,347,249$293,305,000$272,382,000$565,687,000
163LAIRD NORTON WEALTH MANAGEMENT$1,256,300$1,499,434,619$270,692,417$1,770,127,036
164A.G. CAMPBELL ADVISORY, LLC$5,749,030$70,049,432$269,143,341$339,192,773
165BRIDGES INVESTMENT MANAGEMENT INC$2,931,027$4,564,521,962$268,741,696$4,833,263,658
166OLD PEAK FINANCE$628,382$266,433,825$266,433,825
167TIM LOONEY INVESTMENTS, LLC$277,073$266,267,278$266,267,278
168HAYMARKET WEALTH MANAGEMENT LLC$2,229,673$65,822,414$264,169,252$329,991,666
169ASTON CAPITAL MANAGEMENT$35,957,045$95,690,038$263,880,409$359,570,447
170THE FAIRMAN GROUP, LLC$662,734$311,567,588$261,034,501$572,602,089
171GOFEN AND GLOSSBERG, L.L.C.$1,543,817$4,707,207,466$260,796,166$4,968,003,632
172EQUITAS CAPITAL ADVISORS,LLC$8,356,157$108,029,763$259,641,146$367,670,909
173FPL CAPITAL MANAGEMENT, LLC$565,473$281,904,182$258,687,914$540,592,096
174OHANA ADVISORS$79,317,747$694,985,675$256,827,285$951,812,960
175IEQ CAPITAL, LLC$13,374,163$9,520,066,535$256,446,866$9,776,513,401
176SUMMIT FINANCIAL STRATEGIES INC$324,506$1,111,081,232$256,061,575$1,367,142,807
177THE MATHER GROUP, LLC$538,579$3,660,737,077$252,576,651$3,913,313,728
178BARRETT ASSET MANAGEMENT, LLC$2,468,168$1,874,569,093$250,523,842$2,125,092,935
179FINANCIAL FREEDOM$365,688$249,399,000$249,399,000
180FOUNTAINHEAD FINANCIAL, LLC$2,896,512$249,100,000$249,100,000
181WETHERBY ASSET MANAGEMENT$1,419,325$5,093,686,405$247,232,218$5,340,918,623
182EVOKE WEALTH, LLC$2,073,272$4,414,273,162$244,367,925$4,658,641,087
183SAGE FINANCIAL GROUP INC.$737,200$1,951,197,480$244,183,786$2,195,381,266
184FINANCIAL LIFE FOCUS, LLC$446,980$242,710,000$242,710,000
185EP WEALTH ADVISORS$523,493$6,690,000,000$240,000,000$6,930,000,000
186MCKINLEY CARTER WEALTH SERVICES, INC.$523,406$1,033,656,452$238,743,063$1,272,399,515
187EXENCIAL WEALTH ADVISORS$488,901$2,890,087,042$238,393,391$3,128,480,433
188NORTH AMERICAN MANAGEMENT CORP$1,718,458$1,329,334,776$234,461,640$1,563,796,416
189MONTAG$1,713,996$1,913,201,271$234,436,216$2,147,637,487
190HUDSON VALLEY INVESTMENT ADVISORS, INC.$541,042$592,120,919$234,049,735$826,170,654
191VICKERY FINANCIAL SERVICES, INC.$146,636$234,031,701$234,031,701
192OPUS CAPITAL MANAGEMENT$2,254,894$435,803,178$231,645,480$667,448,658
193DIESSLIN GROUP, INC.$486,124$573,937,988$231,082,536$805,020,524
194VIA GLOBAL ADVISORS LLC$1,277,423$206,164,077$229,436,997$435,601,074
195MINDFUL ASSET PLANNING$166,724$226,411,666$226,411,666
196MCCLARREN FINANCIAL ADVISORS$237,770$226,356,840$226,356,840
197JACKSON FINANCIAL SERVICES, LLC$269,244$13,403,529$224,338,783$237,742,312
198RGT WEALTH ADVISORS$1,068,105$4,112,801,814$222,637,226$4,335,439,040
199QUANTUM FINANCIAL SERVICES INC.$2,498,894$222,401,550$222,401,550
200WINDSOR ADVISORY GROUP, LLC$472,786$1,073,999,097$222,380,620$1,296,379,717
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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 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.