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
301CAHILL FINANCIAL ADVISORS, INC.$948,671$598,228,133$129,402,351$727,630,484
302AUXANO ADVISORS$568,037$580,443,900$129,033,800$709,477,700
303HERITAGE FINANCIAL COUNSELORS, LLC$370,797$127,925,000$127,925,000
304NORTH SHORE INVESTMENT CONSULTING LLC$1,633,973$127,449,892$127,449,892
305JOHNSTON & ASSOCIATES INC$1,754,285$130,785,272$127,094,614$257,879,886
306KAPUSTA FINANCIAL GROUP$151,030$126,411,927$126,411,927
307LUTZ FINANCIAL$709,616$1,064,654,249$124,662,359$1,189,316,608
308KEUDELL MORRISON WEALTH MANAGEMENT, LLC$314,407$386,165,379$123,802,889$509,968,268
309LOCKSHIELD PARTNERS, INC.$121,193$123,132,241$123,132,241
310IWP WEALTH - PRIVATE CLIENT ADVISORS$3,564,233$162,164,574$122,974,040$285,138,614
311TRUEWEALTH MANAGEMENT$593,711$1,577,613,841$122,773,099$1,700,386,940
312RINET COMPANY, LLC$1,185,436$1,822,627,490$122,673,074$1,945,300,564
313EVERGREEN CAPITAL MANAGEMENT LLC$1,425,777$2,438,495,365$122,200,776$2,560,696,141
314INTEGRATED FINANCIAL PLANNING, P.C.$242,761$121,865,835$121,865,835
315PREMIER FINANCIAL GROUP INC$553,857$505,371,663$121,040,486$626,412,149
316ALEXANDER RANDOLPH ADVISORY INC$683,493$185,623,217$120,581,424$306,204,641
317WASHINGTON AVENUE ADVISORS$341,880$120,000,000$120,000,000
318PARAGON CAPITAL MANAGEMENT$1,491,853$843,781,014$119,955,716$963,736,730
319SUNDVOLD FINANCIAL$277,907$119,500,000$119,500,000
320SYVERSON STREGE$307,855$398,444,107$119,367,380$517,811,487
321MBE WEALTH MANAGEMENT, LLC$137,751$285,500,000$118,800,000$404,300,000
322HERON WEALTH$300,312$223,733,264$118,622,692$342,355,956
323OMEGA WEALTH MANAGEMENT LLC$280,033$22,942,561$118,473,951$141,416,512
324PRISM FINANCIAL GROUP, L.L.C.$437,915$683,375,757$118,447,461$801,823,218
325BARRY M. CORKERN & CO., INC.$1,684,090$117,886,287$117,886,287
326BIRNAM WOOD CAPITAL, LLC$687,752$117,605,527$117,605,527
327REVIEW SERVICES INC$140,658$117,449,233$117,449,233
328WATERS, PARKERSON & CO., LLC$1,109,247$1,765,127,542$117,264,781$1,882,392,323
329PRIVATE ASSET MANAGEMENT INC$526,725$10,638,337$116,302,489$126,940,826
330FAMILY WMS, LLC$1,004,068$536,774,261$115,870,192$652,644,453
331CHRISTINE MESSMER, P.C.$714,000$1,305,106$115,790,923$117,096,029
332EQUITY ADVISORS OF KENTUCKY INC$855,880$5,248,724$114,574,433$119,823,157
333IMC ADVISORS, LLC$3,758,779$247,129,580$113,713,207$360,842,787
334JOSLIN CAPITAL ADVISORS LLC$646,115$234,653,515$112,956,615$347,610,130
335URBAN FINANCIAL ADVISORY CORPORATION$1,276,736$815,351,819$112,834,900$928,186,719
336PRIVATE VISTA, LLC$398,521$1,564,290,000$112,289,023$1,676,579,023
337PREMIS ADVISORS, LLC$1,243,082$24,669,000$112,070,000$136,739,000
338SHARKEY HOWES & JAVER INC$288,746$694,486,397$111,403,085$805,889,482
339GLOBAL FINANCIAL ADVISORY SERVICES, INC.$296,140$110,164,052$110,164,052
340VERATIS ADVISORS, INC.$1,946,429$109,000,000$109,000,000
341DIVERSIFIED FINANCIAL MANAGEMENT$470,994$66,062,314$108,205,611$174,267,925
342FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
343MEYER CAPITAL GROUP$503,532$898,495,140$107,058,484$1,005,553,624
344TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
345HARDY REED, LLC$3,769,479$945,043,137$106,641,429$1,051,684,566
346ENDURANCE WEALTH MANAGEMENT, INC.$1,313,521$862,081,705$105,982,906$968,064,611
347ABBREA CAPITAL, LLC$1,232,347$716,789,770$105,185,764$821,975,534
348GOLDSTEIN MUNGER + ASSOCIATES$2,239,314$586,885,250$105,062,624$691,947,874
349BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
350MARTEL WEALTH ADVISORS INC$268,614$589,519,621$104,041,125$693,560,746
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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.