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
1Legacy Advisory Group, LLC$122,908$11,122,000$23,661,000$34,783,000
2Jack Point Advisors, LLC$1,296,326$67,408,971$67,408,971
3Katz Family Financial Advisors, LLC$209,497$75,000,000$75,000,000
4Keystone Global Partners LLC$708,108$76,200,000$2,400,000$78,600,000
5Semita Asset Management$404,858$100,000,000$100,000,000
6Values First Advisors, Inc.$78,448$97,767,136$2,254,114$100,021,250
7Nia Impact Capital$1,299,032$99,529,104$496,381$100,025,485
8Genereux Investment Management, Inc.$380,332$100,027,185$100,027,185
9Yoder Wealth Management$374,767$100,062,694$100,062,694
10Moss, Luse & Womble, Llc$77,492$100,120,000$100,120,000
11Tempus Wealth Planning, Llc$222,551$62,621,000$37,527,092$100,148,092
12Trinity Wealth Management, Llc$315,931$85,130,461$15,019,762$100,150,223
13Rhs Financial, Llc$243,692$95,140,839$5,016,767$100,157,606
14Kachkovsky & Fisher, Inc.$129,926$89,635,990$10,796,886$100,432,876
15Gordian Advisors, Llc$1,168,391$62,900,375$37,581,221$100,481,596
16Integrated Wealth Advisors, Llc$276,191$99,675,025$858,565$100,533,590
17Bck Partners, Inc.$252,094$100,585,356$100,585,356
18Precision Wealth Strategies, Llc$186,296$11,200,000$89,400,000$100,600,000
19Paragon Wealth Management$274,431$97,739,677$2,976,396$100,716,073
20Horizons Wealth Management$201,644$100,822,202$100,822,202
21Kaizen Financial Strategies, Llc$246,819$100,948,955$100,948,955
22Stewardship Partners Investment Counsel, Inc.$211,700$100,981,108$100,981,108
23Vital Investment Management Llc$261,795$99,358,573$1,694,256$101,052,829
24Best Invest$137,242$101,147,237$101,147,237
25Rcs Financial Planning, Llc$269,052$101,163,604$101,163,604
26Sheets Smith Investment Management, Llc$462,175$101,216,394$101,216,394
27Agile Capital Management, Llc. (Dba Personal Benefit Services)$296,228$101,310,106$101,310,106
28Smb Financial Services, Inc.$147,164$94,362,234$7,327,878$101,690,112
29Resource Advisory Services, Inc.$226,155$88,515,185$13,254,605$101,769,790
30Millennium Investment Services$409,128$98,484,987$3,387,935$101,872,922
31Forteris Wealth Management, Inc.$271,038$101,443,485$466,967$101,910,452
32The Wealth Conservancy, Inc.$355,161$77,486,272$24,444,887$101,931,159
33Hollingsworth Avent Averre & Purvis, Pa$374,801$101,945,833$101,945,833
34Life Plan Financial Advisory Group, Llc$160,630$102,000,000$102,000,000
35Heritage Financial Llc$120,859$102,125,772$102,125,772
36Spectra Investment Management, Llc$1,380,737$95,572,322$6,602,202$102,174,524
37Enspyre Wealth Advisors, Inc.$452,273$102,213,699$102,213,699
38Covered Bridge Advisors, Llc$209,488$97,330,290$4,899,723$102,230,013
39Trail Ridge Investment Advisors, Llc$786,452$102,238,760$102,238,760
40Meyer Capital Management Llc.$313,983$102,358,608$102,358,608
41Compass Financial Planning, Llc$9,326,131$2,163,040$100,424,398$102,587,438
42Altius Financial, Inc.$184,752$102,906,843$102,906,843
43Birks Financial Corp.$407,949$103,211,000$103,211,000
44Mgm Llc$174,754$103,279,487$103,279,487
45Gold Medal Waters, Inc.$227,725$95,789,526$7,597,692$103,387,218
46Private Wealth Management Of North Carolina Llc$165,213$101,505,511$1,917,574$103,423,085
47Camelotta Advisors$581,717$103,125,764$419,852$103,545,616
48Macroclimate Llc$4,708,289$103,582,351$103,582,351
49Meixler Investment Management, Ltd.$145,279$103,584,000$103,584,000
50Summit Portfolio Management LLC$1,069,005$89,751,875$13,941,615$103,693,490
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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 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (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 5, 2019.