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$924,528$47,000,000$2,000,000$49,000,000
2Keystone Global Partners LLC$683,463$79,965,215$0$79,965,215
3Kingdom Financial Group, LLC$110,307$100,047,996$0$100,047,996
4Cypress Financial Planning$118,718$53,054,184$47,024,849$100,079,033
5Summit Wealth Advisors, Inc.$243,877$93,628,407$6,605,074$100,233,481
6Brewster Financial Planning LLC$208,694$100,214,961$167,036$100,381,997
7Value Wealth Management LLC$275,444$81,867,738$18,669,164$100,536,902
8Atwater Wealth Management$453,707$98,230,767$2,492,194$100,722,961
9Auctus Advisors LLC$960,997$100,904,713$0$100,904,713
10Cordis Financial, LLC$270,881$101,309,504$0$101,309,504
11Clearview Wealth Management$298,873$101,318,000$0$101,318,000
12Westend Capital Management, LLC.$523,329$101,525,827$0$101,525,827
13Krane Financial Solutions$255,308$56,238,498$45,373,971$101,612,469
14Brazos Capital$282,100$102,120,282$0$102,120,282
15Single Point Partners$343,898$100,253,073$1,884,603$102,137,676
16Purtill Financial LLC$207,388$0$102,449,516$102,449,516
17Cypress Capital Advisors, LLC$229,392$102,538,008$0$102,538,008
18Gunderson Capital Management$271,802$102,741,147$0$102,741,147
19The Rudd Company, LLC$213,222$94,450,764$8,322,242$102,773,006
20Paragon Wealth Management$307,769$98,179,840$4,615,147$102,794,987
21Game Plan Advisors, Inc.$140,636$102,804,767$0$102,804,767
22Robert Priske, LLC$903,509$103,000,000$0$103,000,000
23International Management Advisors Ltd..$1,431,182$103,045,106$0$103,045,106
24Gold Medal Waters, Inc.$270,100$96,102,475$7,075,856$103,178,331
25Kennedy Wealth And Tax Management, Inc.$407,905$96,000,000$7,200,000$103,200,000
26Total Wealth Planning And Management, Inc.$167,565$101,052,529$2,167,548$103,220,077
27Scottsdale Wealth Planning, Inc.$257,436$103,232,026$0$103,232,026
28Dudley Capital Management LLC$444,030$103,458,995$0$103,458,995
29Gatemore Capital Management, LLC$544,540$102,431,311$1,031,233$103,462,544
30Semita Asset Management$372,482$103,550,000$0$103,550,000
31Catalyst Financial Nw Corporation$123,873$103,805,524$0$103,805,524
32Omega Wealth Management LLC$256,235$0$104,031,234$104,031,234
33Everest Wealth Management$1,486,766$104,073,650$0$104,073,650
34Dedicated Capital Advisors, LLC$1,253,930$76,356,071$27,720,104$104,076,175
35Truadvice LLC$118,047$103,309,047$808,309$104,117,356
36Financial Advisory Services, LLC$183,116$104,193,070$0$104,193,070
37Hughes Warren, Inc.$169,705$104,368,796$0$104,368,796
38Antonetti Capital Management, LLC$399,987$83,088,920$21,307,619$104,396,539
39Dew Wealth Strategies$421,291$104,901,503$0$104,901,503
40Allstreet Capital LLC$921,053$105,000,000$0$105,000,000
41Tembion Capital Management$596,981$105,068,656$0$105,068,656
42Casco Capital Management, LP$105,087,134$105,087,134$0$105,087,134
43Matrix Planning Inc$815,221$54,335,073$50,828,403$105,163,476
44Spoor, T. Richard$1,502,408$59,092,458$46,076,112$105,168,570
45Heritage Financial Counselors, LLC$884,034$0$105,200,000$105,200,000
46Park Ridge Asset Management$602,701$100,430,542$5,042,059$105,472,601
47Wellspring Financial Partners$570,600$103,562,861$1,998,159$105,561,020
48Barclay Breland Family Office$818,591$105,598,209$0$105,598,209
49Blue Spark Capital Advisors$1,161,070$105,657,334$0$105,657,334
50Minerva Planning Group$293,107$99,157,563$6,653,906$105,811,469
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Showing 1 to 50 of 2,314 entries

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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 2,172 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.


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