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
1ACAP ASSET MANAGEMENT, INC.$93,124$78,731,935$21,469,597$100,201,532
2DEDICATED CAPITAL ADVISORS, LLC$1,114,698$86,333,840$13,989,022$100,322,862
3BIRD ROCK ASSET MANAGEMENT, LP$279,246$87,682,966$13,124,764$100,807,730
4CANVAS WEALTH ADVISORS, LLC$224,108$92,556,399$8,740,193$101,296,592
5VODIA CAPITAL, LLC$378,432$98,948,682$2,471,098$101,419,780
6CANTY FINANCIAL MANAGEMENT, INC.$281,797$101,446,824$101,446,824
7KOTYS WEALTH PROFESSIONALS$192,700$99,381,701$2,170,965$101,552,666
8AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES)$297,100$101,608,197$101,608,197
9CEDARSTONE ADVISORS$728,652$101,244,711$766,517$102,011,228
10ECHO45 ADVISORS LLC$345,705$98,234,053$4,094,747$102,328,800
11DELAP WEALTH ADVISORY, LLC$495,329$102,533,136$102,533,136
12SEA HUNTER CAPITAL$1,425,384$102,627,642$102,627,642
1346 PEAKS INVESTMENT ADVISORY GROUP$405,913$98,631,225$4,064,673$102,695,898
14ADDIS & HILL, INCORPORATED$295,374$102,790,239$102,790,239
15SAOS CAPITAL, LLC$99,312$90,778,332$12,208,311$102,986,643
16GOODWIN INVESTMENT ADVISORY$403,922$103,000,000$103,000,000
17KINLOCH CAPITAL, LLC$256,548$103,132,149$103,132,149
18VELA INVESTMENT MANAGEMENT, LLC$1,215,743$103,338,151$103,338,151
19COLLINS ADVISORS, LLC$555,844$100,283,251$3,103,691$103,386,942
20SAFRAN WEALTH ADVISORS, LLC$252,246$92,080,939$11,339,931$103,420,870
21DOUBLE BAY MANAGEMENT & PLANNING$553,108$103,431,146$103,431,146
22SJBENEN ADVISORY, LLC$725,771$103,785,226$103,785,226
23CAPITAL MANAGEMENT CONSULTANTS, INC.$312,839$102,311,030$1,551,412$103,862,442
24DAVID S REINDERS$243,991$104,184,103$104,184,103
25BAUERLE FINANCIAL, INC$192,608$99,005,969$5,194,759$104,200,728
26UNITED FINANCIAL PLANNING GROUP LLC$281,023$104,259,396$104,259,396
27BIRKS FINANCIAL CORP.$372,857$104,400,000$104,400,000
28HALLETT ADVISORS$145,127$104,491,200$104,491,200
29BOURKE WEALTH MANAGEMENT$410,876$103,965,028$808,458$104,773,486
30HALBERSTADT FINANCIAL CONSULTANTS INC$310,149$50,239,619$54,590,807$104,830,426
31FALCON CAPITAL MANAGEMENT INC$1,219,581$99,716,000$5,168,000$104,884,000
32MSP WEALTH MANAGEMENT, LLC$216,701$103,100,000$2,000,000$105,100,000
33FLAGSHIP CAPITAL MANAGEMENT INC$891,525$105,200,000$105,200,000
34MEYER FINANCIAL SERVICES, INC.$295,610$79,508,165$25,728,948$105,237,113
35BERNARD WEALTH MANAGEMENT CORP.$192,274$93,240,291$12,126,055$105,366,346
36THE WEALTH CONSERVANCY, INC.$488,409$77,524,567$27,971,751$105,496,318
37DANIELS & ERICKSON FINANCIAL ADVISORS, LLC$742,143$106,126,443$106,126,443
38WEALTH ENGINEERING, LLC$462,456$106,364,984$106,364,984
39LIGHTHOUSE WEALTH MANAGEMENT, INC.$152,698$106,430,832$106,430,832
40ALTIUS FINANCIAL, INC.$808,186$106,680,606$106,680,606
41TOUCHSTONE ADVISORY, LLC$498,547$106,689,027$106,689,027
42HORIZONS WEALTH MANAGEMENT$269,081$106,825,078$106,825,078
43FLORIAN FINANCIAL GROUP LLC$372,884$107,017,678$107,017,678
44MAGNOLIA FINANCIAL PLANNING SERVICES, INC.$468,270$107,233,928$107,233,928
45INFINITI WEALTH MANAGEMENT$214,522$107,260,806$107,260,806
46ADVANTAGE CAPITAL ADVISORS, LLC$278,903$107,377,534$107,377,534
47BELLWETHER INVESTMENT GROUP, LLC$178,511$102,841,088$4,622,598$107,463,686
48ACCRUENT WEALTH ADVISORS$202,966$17,489,841$90,081,993$107,571,834
49BUTTONWOOD FINANCIAL ADVISORS, INC.$243,922$98,290,963$9,522,772$107,813,735
50FENWAY FINANCIAL ADVISORS, LLC$449,360$107,846,300$107,846,300
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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.